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
$23B
AUM Growth
+$838M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$125M
3
+$121M
4
XYZ
Block Inc
XYZ
+$120M
5
FTAI icon
FTAI Aviation
FTAI
+$119M

Top Sells

1
+$274M
2
+$159M
3
+$145M
4
MDB icon
MongoDB
MDB
+$134M
5
SUI icon
Sun Communities
SUI
+$130M

Sector Composition

1 Technology 32.61%
2 Industrials 17.89%
3 Healthcare 15.99%
4 Consumer Discretionary 11.72%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.67M 0.03%
+94,709
202
$6.23M 0.03%
40,095
203
$5.75M 0.03%
+25,701
204
$5.57M 0.02%
68,981
-2,423
205
$5.38M 0.02%
75,081
-1,290,427
206
$5.05M 0.02%
104,618
-5,249
207
$4.51M 0.02%
97,370
-3,507
208
$4.26M 0.02%
18,537
-2,872
209
$3.76M 0.02%
18,840
210
$3.75M 0.02%
20,130
211
$3.73M 0.02%
+26,796
212
$3.31M 0.01%
8,231
+7,070
213
$2.78M 0.01%
7,134
-514
214
$2.69M 0.01%
31,750
-543,064
215
$2.65M 0.01%
384,518
216
$2.62M 0.01%
10,345
-923
217
$1.63M 0.01%
6,637
-647,291
218
$1.33M 0.01%
+2,549
219
$1.04M ﹤0.01%
210
220
$982K ﹤0.01%
6,036
-3,529
221
$886K ﹤0.01%
1,410
222
$814K ﹤0.01%
5,200
223
$702K ﹤0.01%
1,742
+470
224
$650K ﹤0.01%
1,759
-1,800
225
$645K ﹤0.01%
1,048
-5
7 8
9
10 11