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
$11.7B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$105M
3
+$88.7M
4
BAC icon
Bank of America
BAC
+$87.7M
5
AVGO icon
Broadcom
AVGO
+$79.7M

Top Sells

1
+$232M
2
+$98.7M
3
+$95.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$90.9M
5
BABA icon
Alibaba
BABA
+$88.7M

Sector Composition

1 Technology 25.14%
2 Healthcare 17.2%
3 Industrials 12.75%
4 Consumer Discretionary 11.91%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.04M 0.06%
+637,360
202
$6.57M 0.06%
67,290
-540
203
$6.46M 0.06%
105,275
+8,650
204
$6.29M 0.05%
49,754
-390
205
$6.2M 0.05%
63,445
+10,580
206
$6.1M 0.05%
56,513
-1,165
207
$5.98M 0.05%
+113,403
208
$5.33M 0.05%
122,680
-1,400
209
$5.13M 0.04%
+218,005
210
$4.9M 0.04%
+36,675
211
$4.65M 0.04%
113,415
+14,670
212
$4.58M 0.04%
+69,240
213
$4.3M 0.04%
75,205
-299,077
214
$4.14M 0.04%
+146,645
215
$4.03M 0.03%
112,110
-880
216
$3.95M 0.03%
43,227
+823
217
$3.75M 0.03%
+87,760
218
$2.93M 0.03%
60,580
219
$2.33M 0.02%
47,350
220
$2.33M 0.02%
+17,762
221
$1.94M 0.02%
21,530
-945,835
222
$1.59M 0.01%
147,249
223
$942K 0.01%
12,686
224
$934K 0.01%
+5,560
225
$932K 0.01%
45,000
7 8
9
10 11