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
201
$9.73M 0.08%
4,192,034
-486,330
202
$9.57M 0.07%
+149,190
203
$9.49M 0.07%
+509,020
204
$8.45M 0.07%
109,170
-923,681
205
$8.12M 0.06%
+80,392
206
$7.98M 0.06%
76,830
207
$7.96M 0.06%
128,094
-982,413
208
$7.47M 0.06%
67,890
+12,595
209
$7.37M 0.06%
248,595
-90
210
$6.63M 0.05%
157,820
-50
211
$6.61M 0.05%
179,085
-60
212
$6.32M 0.05%
97,215
-30
213
$6.2M 0.05%
52,655
-20
214
$6.18M 0.05%
29,923
-288
215
$6.1M 0.05%
50,419
-20
216
$5.51M 0.04%
157,580
-55
217
$5.34M 0.04%
111,654
-1,604,393
218
$5.24M 0.04%
+40,879
219
$5.24M 0.04%
32,300
-10
220
$4.76M 0.04%
34,363
+4,737
221
$4.56M 0.04%
30,920
-11,190
222
$4.55M 0.04%
13,458
-10
223
$4.26M 0.03%
+98,260
224
$4.06M 0.03%
99,480
-40
225
$4.06M 0.03%
46,739
-821,347
7 8
9
10 11