Westfield Capital Management Portfolio holdings
AUM $20.5B
AUM
$20.5B
AUM Growth
-$2.42B (-11%)
Cap. Flow
+$1.13B
Cap. Flow % of AUM
5.51%
Top 10 Holdings %Top 10 Hldgs %
29.42%
Holding
285
New
46
Increased
76
Reduced
111
Closed
41
Top Buys
| 1 | $147M | |
| 2 | $134M | |
| 3 | $129M | |
| 4 | $121M | |
| 5 | $113M |
Top Sells
| 1 | $109M | |
| 2 | $96.9M | |
| 3 | $92.6M | |
| 4 | $72.3M | |
| 5 | $66.2M |
Sector Composition
| 1 | Technology | 31.35% |
| 2 | Healthcare | 17.36% |
| 3 | Industrials | 16.43% |
| 4 | Financials | 12.5% |
| 5 | Consumer Discretionary | 11.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.14M | 0.03% | 69,966 | New | +$6.14M | |||
| $6.03M | 0.03% | 14,370 | – | – | |||
| $5.97M | 0.03% | 79,940 +10,959 | +16% | +$818K | |||
| $5.95M | 0.03% | 75,081 | – | – | |||
| $5.91M | 0.03% | 3,186 | – | – | |||
| $5.8M | 0.03% | 18,581 | New | +$5.8M | |||
| $5.65M | 0.03% | 35,723 | New | +$5.65M | |||
| $5.61M | 0.03% | 111,368 | New | +$5.61M | |||
| $5.57M | 0.03% | 40,095 | – | – | |||
| $5.42M | 0.03% | 97,814 -6,804 | -7% | -$377K | |||
| $5.33M | 0.03% | 80,958 | New | +$5.33M | |||
| $5.02M | 0.02% | 92,084 -2,625 | -3% | -$143K | |||
| $5.02M | 0.02% | 92,834 -4,536 | -5% | -$245K | |||
| $4.71M | 0.02% | 19,777 | New | +$4.71M | |||
| $4.27M | 0.02% | 43,566 -945,297 | -96% | -$92.6M | |||
| $4.25M | 0.02% | 20,130 | – | – | |||
| $3.93M | 0.02% | 14,770 -271,395 | -95% | -$72.3M | |||
| $3.53M | 0.02% | 18,840 | – | – | |||
| $3.24M | 0.02% | 15,810 -2,727 | -15% | -$559K | |||
| $3.18M | 0.02% | 36,560 -161,426 | -82% | -$14M | |||
| $2.56M | 0.01% | 6,978 -156 | -2% | -$57.2K | |||
| $2.43M | 0.01% | 9,808 -537 | -5% | -$133K | |||
| $2.21M | 0.01% | 407,328 +22,810 | +6% | +$124K | |||
| $1.92M | 0.01% | 31,750 | – | – | |||
| $1.16M | 0.01% | 2,339 -210 | -8% | -$104K |
