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Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
49.45%
This Fund
S&P 500
This Quarter
Est. Return
+3.29%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$14.5B
AUM Growth
–
Cap. Flow
+$14.5B
Cap. Flow
% of AUM
99.61%
Top 10 Holdings %
Top 10 Hldgs %
15.75%
Holding
358
New
357
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$390M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$312M |
| 3 |
CELG
Celgene Corp
CELG
|
+$280M |
| 4 |
ANDV
Andeavor
ANDV
|
+$255M |
| 5 |
Visa
V
|
+$188M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.77% |
| 2 | Healthcare | 14.81% |
| 3 | Technology | 12.88% |
| 4 | Industrials | 12.71% |
| 5 | Financials | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Wynn Resorts
WYNN
$10.3B
| $19.9M | 0.14% |
+155,455
| New | +$20.7M |
|
202
Microchip Technology
MCHP
$40.3B
| $19.9M | 0.14% |
+1,067,850
| New | +$19.5M |
|
|
WNS
203
DELISTED
WNS Holdings
WNS
| $19.5M | 0.13% |
+1,170,621
| New | +$18.2M |
|
204
Cheesecake Factory
CAKE
$5.04B
| $19.2M | 0.13% |
+458,224
| New | +$18.3M |
|
205
MillerKnoll
MLKN
$1.53B
| $19M | 0.13% |
+701,521
| New | +$18.5M |
|
206
Steven Madden
SHOO
$3.37B
| $18.7M | 0.13% |
+868,664
| New | +$18.2M |
|
|
LHO
207
DELISTED
LaSalle Hotel Properties
LHO
| $18.5M | 0.13% |
+70,900
| New | +$1.83M |
|
208
Dollar General
DG
$28B
| $18.2M | 0.13% |
+361,380
| New | +$18.7M |
|
209
XPO
XPO
$23.5B
| $18.2M | 0.13% |
+2,906,048
| New | +$16.9M |
|
|
TGI
210
DELISTED
Triumph Group
TGI
| $17.9M | 0.12% |
+226,607
| New | +$17.5M |
|
211
Robert Half
RHI
$3.87B
| $17.9M | 0.12% |
+539,390
| New | +$18.6M |
|
|
CY
212
DELISTED
Cypress Semiconductor
CY
| $17.7M | 0.12% |
+1,651,400
| New | +$17.7M |
|
213
Akamai
AKAM
$16.7B
| $17.7M | 0.12% |
+415,490
| New | +$17.4M |
|
|
TIF
214
DELISTED
Tiffany & Co.
TIF
| $17.5M | 0.12% |
+239,810
| New | +$17.9M |
|
|
XLNX
215
DELISTED
Xilinx Inc
XLNX
| $17.4M | 0.12% |
+439,500
| New | +$16.9M |
|
216
PVH
PVH
$4B
| $17.4M | 0.12% |
+139,010
| New | +$15.9M |
|
217
Albemarle
ALB
$13.9B
| $17.4M | 0.12% |
+278,720
| New | +$17.5M |
|
|
ARUN
218
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $16.9M | 0.12% |
+1,101,780
| New | +$19.9M |
|
219
Matador Resources
MTDR
$6.2B
| $16.4M | 0.11% |
+1,370,553
| New | +$13.5M |
|
220
Willis Towers Watson
WTW
$31.2B
| $16.4M | 0.11% |
+151,808
| New | +$16.1M |
|
221
Abercrombie & Fitch
ANF
$4.42B
| $16.4M | 0.11% |
+361,400
| New | +$17.8M |
|
|
MWV
222
DELISTED
MEADWESTVACO CORP
MWV
| $15.6M | 0.11% |
+456,730
| New | +$16.1M |
|
223
Vulcan Materials
VMC
$34.8B
| $15.5M | 0.11% |
+321,040
| New | +$16.5M |
|
224
Matsons
MATX
$6.13B
| $15.4M | 0.11% |
+614,892
| New | +$15M |
|
225
SPX Corp
SPXC
$11B
| $15.3M | 0.11% |
+843,301
| New | +$16.1M |
|
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Westfield Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Westfield Capital Management, which disclosed 358 positions worth $14.5B. Its ten largest holdings account for 16% of the portfolio.
Its largest position is Apple: 25,321,464 shares worth $359M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, followed by Healthcare and Technology.
- Westfield Capital Management's largest Q2 2013 buy was Apple: 25,321,464 shares worth $359M.
- Westfield Capital Management's ten largest holdings make up 16% of its $14.5B portfolio in Q2 2013.
- Westfield Capital Management disclosed 358 positions in Q2 2013, its first 13F filing on record.
Based on Westfield Capital Management's 13F filing for Q2 2013, filed 9 Aug 2013.