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
$14.2B
AUM Growth
+$847M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$107M
3
+$104M
4
WFC icon
Wells Fargo
WFC
+$98.7M
5
NKE icon
Nike
NKE
+$81.7M

Top Sells

1
+$109M
2
+$109M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$104M
5
CMA icon
Comerica
CMA
+$92.6M

Sector Composition

1 Technology 21.28%
2 Healthcare 16.57%
3 Industrials 13.2%
4 Consumer Discretionary 12.77%
5 Financials 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.3M 0.07%
140,220
-2,210
202
$10.2M 0.07%
129,502
-7,008
203
$10.1M 0.07%
909,380
-5,840
204
$9.93M 0.07%
+636,665
205
$9.32M 0.07%
297,645
-4,425
206
$8.2M 0.06%
76,435
-1,225
207
$8.03M 0.06%
50,144
-805
208
$7.94M 0.06%
96,625
-1,570
209
$7.65M 0.05%
67,830
-1,000
210
$7.51M 0.05%
140,635
+475
211
$7.48M 0.05%
57,678
-838,143
212
$7.37M 0.05%
108,907
+96,164
213
$6.87M 0.05%
52,865
-550
214
$6.62M 0.05%
+67,260
215
$6.61M 0.05%
+173,990
216
$6.01M 0.04%
123,865
+590
217
$5.2M 0.04%
124,080
-1,880
218
$4.96M 0.03%
98,745
-985
219
$4.92M 0.03%
34,026
-486,632
220
$4.46M 0.03%
112,990
-882,620
221
$4.08M 0.03%
42,404
-789
222
$4.05M 0.03%
104,725
-44,080
223
$2.88M 0.02%
97,930
-1,480
224
$2.85M 0.02%
60,580
-983,885
225
$2.58M 0.02%
47,350
7 8
9
10 11