Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 41.68%
This Quarter Est. Return
1 Year Est. Return
+41.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$87.5M
3
+$77.8M
4
COST icon
Costco
COST
+$70.8M
5
CMA icon
Comerica
CMA
+$64.8M

Top Sells

1
+$136M
2
+$96.7M
3
+$90.3M
4
VZ icon
Verizon
VZ
+$76.7M
5
LLY icon
Eli Lilly
LLY
+$71.5M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.72%
3 Industrials 14.12%
4 Financials 12.28%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.6M 0.16%
+1,320,060
177
$20.5M 0.16%
+360,500
178
$20.1M 0.15%
238,200
-34,320
179
$19.3M 0.15%
974,251
-1,587,078
180
$19M 0.15%
1,463,780
-362,356
181
$19M 0.15%
+364,515
182
$19M 0.15%
970,892
-695,289
183
$18.3M 0.14%
+504,745
184
$17.9M 0.14%
+155,116
185
$17.9M 0.14%
+879,075
186
$17.6M 0.14%
273,545
-104,970
187
$17.5M 0.13%
174,149
+36,340
188
$17.1M 0.13%
713,168
+648,618
189
$15.5M 0.12%
750,825
-99,555
190
$15.5M 0.12%
805,616
+311,541
191
$15.5M 0.12%
242,531
-207,335
192
$12.6M 0.1%
363,855
-51,365
193
$12.4M 0.1%
710,369
-90,000
194
$12.3M 0.1%
106,434
-62,908
195
$11.8M 0.09%
365,730
-35,770
196
$11.5M 0.09%
+781,170
197
$11.5M 0.09%
705,100
-103,530
198
$11.4M 0.09%
309,819
-370,840
199
$10.1M 0.08%
+272,460
200
$9.94M 0.08%
456,035
-54,765
6 7
8
9 10