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
$13.3B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$111M
3
+$75.4M
4
WMT icon
Walmart
WMT
+$68.8M
5
QCOM icon
Qualcomm
QCOM
+$64.7M

Top Sells

1
+$120M
2
+$119M
3
+$107M
4
IBM icon
IBM
IBM
+$71M
5
BA icon
Boeing
BA
+$61.2M

Sector Composition

1 Technology 26.07%
2 Healthcare 15.49%
3 Industrials 13.3%
4 Consumer Discretionary 12.45%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.74M 0.06%
151,940
-700
202
$7.69M 0.06%
134,675
-960
203
$7.61M 0.06%
62,810
-450
204
$7.27M 0.05%
65,010
-310
205
$7.14M 0.05%
50,590
-429,032
206
$6.42M 0.05%
47,909
-220
207
$6.25M 0.05%
36,500
-20
208
$6.25M 0.05%
122,120
-120
209
$6.07M 0.05%
217,400
-120
210
$5.97M 0.05%
68,955
-40
211
$5.94M 0.04%
+109,060
212
$5.3M 0.04%
27,304
-70,920
213
$5.26M 0.04%
41,528
-1,749
214
$5.18M 0.04%
61,799
-374
215
$4.74M 0.04%
+116,134
216
$4.64M 0.03%
28,804
-150,901
217
$3.14M 0.02%
47,350
218
$2.71M 0.02%
12,140
219
$2.32M 0.02%
21,530
220
$2.12M 0.02%
+64,586
221
$1.82M 0.01%
39,030
-669,423
222
$1.78M 0.01%
147,249
223
$1.21M 0.01%
12,686
224
$898K 0.01%
1,683
225
$737K 0.01%
28,590
-16,410
7 8
9
10 11