Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
49.45%
This Fund
S&P 500
1 Year Est. Return
+49.45%
AUM
$23.8B
AUM Growth
-$170M
(-0.71%)
Holding
287
Top Buys
| 1 | +$159M | |
| 2 | +$144M | |
| 3 | +$132M | |
| 4 |
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| 1 | +$185M | |
| 2 | +$142M | |
| 3 | +$133M | |
| 4 |
Atlassian
TEAM
|
+$132M |
| 5 |
Revolution Medicines
RVMD
|
+$130M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Industrials | 25.27% |
| 3 | Healthcare | 15.8% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Financials | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
McKesson
MCK
$90.3B
| $5.97M | 0.03% |
6,901
+61
|
|
||
202
Banco Bilbao Vizcaya Argentaria
BBVA
$127B
| $5.82M | 0.02% |
268,690
+1,874
|
|
||
203
Raymond James Financial
RJF
$29.1B
| $5.81M | 0.02% |
40,095
|
|
||
204
McDonald's
MCD
$197B
| $5.6M | 0.02% |
18,034
+277
|
|
||
205
Medtronic
MDT
$104B
| $5.23M | 0.02% |
60,349
+379
|
|
||
206
Merck
MRK
$294B
| $5.16M | 0.02% |
42,901
-10,651
|
|
||
207
Citigroup
C
$226B
| $5.04M | 0.02% |
44,457
+713
|
|
||
208
HEICO Corp Class A
HEI.A
$34.2B
| $4.25M | 0.02% |
20,130
-391,911
|
|
||
209
Southern Copper
SCCO
$162B
| $4.15M | 0.02% |
24,365
-8,876
|
|
||
210
Expedia Group
EXPE
$28B
| $3.85M | 0.02% |
16,692
+115
|
|
||
211
Pfizer
PFE
$147B
| $3.76M | 0.02% |
133,734
-4,202
|
|
||
212
Gilead Sciences
GILD
$161B
| $3.72M | 0.02% |
26,690
-14,825
|
|
||
213
Watsco Inc
WSO
$15.2B
| $3.57M | 0.02% |
+9,822
|
|
||
214
PepsiCo
PEP
$198B
| $3.53M | 0.01% |
+22,760
|
|
||
215
Dominion Energy
D
$58.1B
| $3.29M | 0.01% |
53,262
+7,568
|
|
||
216
Cardinal Health
CAH
$46.4B
| $2.76M | 0.01% |
13,043
-4,788
|
|
||
217
AbbVie
ABBV
$389B
| $2.31M | 0.01% |
10,619
-409,165
|
|
||
218
Gartner
IT
$11.4B
| $2.28M | 0.01% |
14,370
|
|
||
219
Intuitive Surgical
ISRG
$148B
| $1.86M | 0.01% |
+4,036
|
|
||
220
iShares Russell 1000 Growth ETF
IWF
$130B
| $1.74M | 0.01% |
16,340
-35,892
|
|
||
221
DexCom
DXCM
$28.6B
| $1.7M | 0.01% |
27,074
-1,412,615
|
|
||
222
Ranpak Holdings
PACK
$588M
| $1.45M | 0.01% |
407,328
|
|
||
223
Rambus
RMBS
$17.5B
| $1.24M | 0.01% |
14,436
-347,656
|
|
||
224
Vanguard Growth ETF
VUG
$227B
| $1.07M | ﹤0.01% |
+14,658
|
|
||
225
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $1.06M | ﹤0.01% |
8,299
-9,981
|
|