Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $24B
1-Year Est. Return 36.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$89.4M
3
+$66.9M
4
CCL icon
Carnival Corp
CCL
+$64.4M
5
DIS icon
Walt Disney
DIS
+$62.3M

Top Sells

1
+$102M
2
+$97.9M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$90.9M
5
PM icon
Philip Morris
PM
+$88.2M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13M 0.1%
270,918
-1,542
202
$12.3M 0.09%
+915,220
203
$12.1M 0.09%
+136,510
204
$10.8M 0.08%
246,315
-674,110
205
$9.13M 0.07%
+805,460
206
$8.69M 0.06%
142,430
-1,614,408
207
$8.62M 0.06%
302,070
+53,475
208
$8.56M 0.06%
77,660
+830
209
$8.42M 0.06%
+245,216
210
$8.22M 0.06%
98,195
+980
211
$7.96M 0.06%
222,675
+43,590
212
$7.17M 0.05%
68,830
+940
213
$7.05M 0.05%
140,160
+28,506
214
$6.64M 0.05%
50,949
+530
215
$6.23M 0.05%
160,070
+2,250
216
$6.05M 0.05%
+148,805
217
$5.69M 0.04%
41,940
+11,020
218
$5.53M 0.04%
53,415
+760
219
$5.41M 0.04%
+109,095
220
$5.26M 0.04%
125,960
+26,480
221
$5.24M 0.04%
+123,275
222
$4.57M 0.03%
99,730
+1,470
223
$3.78M 0.03%
43,193
-3,546
224
$2.8M 0.02%
99,410
-3,045,373
225
$2.3M 0.02%
147,249
7 8
9
10 11