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
$12.4B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$121M
3
+$95.2M
4
UNH icon
UnitedHealth
UNH
+$88M
5
GE icon
GE Aerospace
GE
+$77.8M

Top Sells

1
+$148M
2
+$105M
3
+$89.5M
4
LRCX icon
Lam Research
LRCX
+$79.3M
5
CHTR icon
Charter Communications
CHTR
+$78.3M

Sector Composition

1 Healthcare 20.46%
2 Technology 16.23%
3 Industrials 15.74%
4 Consumer Discretionary 11.32%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.12M 0.07%
+417,520
202
$8.78M 0.07%
+134,440
203
$8.68M 0.07%
273,595
-300
204
$8.61M 0.07%
380,102
-207,135
205
$8.47M 0.07%
+128,350
206
$7.9M 0.06%
92,384
-100
207
$7.43M 0.06%
2,966
-2,281
208
$7.3M 0.06%
106,242
+41,360
209
$6.46M 0.05%
71,982
-30
210
$6.2M 0.05%
52,485
-10
211
$6.16M 0.05%
343,545
212
$6.13M 0.05%
92,100
-200
213
$5.78M 0.05%
179,893
214
$5.73M 0.05%
52,684
-60
215
$5.7M 0.05%
+118,345
216
$5.67M 0.05%
134,460
-40
217
$5.28M 0.04%
41,847
-1,050
218
$5.24M 0.04%
123,900
-40
219
$4.63M 0.04%
237,170
220
$4.29M 0.03%
37,155
221
$4.19M 0.03%
583,137
-983,445
222
$4.09M 0.03%
116,600
-389,260
223
$4.02M 0.03%
214,595
224
$4M 0.03%
26,880
+8,140
225
$3.29M 0.03%
34,890
-364,240
7 8
9
10 11