Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Return
35.69%
This Quarter Return
+7.74%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$13B
AUM Growth
+$372M
(+3%)
Cap. Flow
-$217M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
21.21%
Holding
261
New
31
Increased
110
Reduced
68
Closed
35
Top Buys
| 1 |
UnitedHealth
UNH
|
$170M |
| 2 |
Avery Dennison
AVY
|
$59.8M |
| 3 |
Sun Communities
SUI
|
$59.2M |
| 4 |
Genpact
G
|
$57.2M |
| 5 |
Marvell Technology
MRVL
|
$57.2M |
Top Sells
| 1 |
Humana
HUM
|
$107M |
| 2 |
GTM
ZoomInfo Technologies
GTM
|
$86.1M |
| 3 |
Gartner
IT
|
$66.9M |
| 4 |
Microchip Technology
MCHP
|
$66.2M |
| 5 |
Meta Platforms (Facebook)
META
|
$65.6M |
Sector Composition
| 1 | Technology | 26.49% |
| 2 | Healthcare | 20.94% |
| 3 | Industrials | 14.76% |
| 4 | Consumer Discretionary | 14.52% |
| 5 | Financials | 9.93% |
