Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 35.69%
This Quarter Est. Return
1 Year Est. Return
+35.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$121M
3
+$95.2M
4
UNH icon
UnitedHealth
UNH
+$88M
5
GE icon
GE Aerospace
GE
+$77.8M

Top Sells

1
+$148M
2
+$105M
3
+$89.5M
4
LRCX icon
Lam Research
LRCX
+$79.3M
5
CHTR icon
Charter Communications
CHTR
+$78.3M

Sector Composition

1 Healthcare 20.46%
2 Technology 16.23%
3 Industrials 15.74%
4 Consumer Discretionary 11.32%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$278M 2.24%
9,829,640
-1,775,740
2
$260M 2.1%
4,511,997
-266,681
3
$222M 1.79%
1,727,766
+86,998
4
$199M 1.61%
1,637,937
-146,825
5
$196M 1.58%
2,364,295
+251,998
6
$195M 1.57%
1,171,058
-64,219
7
$193M 1.56%
4,604,920
+1,010,540
8
$189M 1.53%
2,591,499
-443,702
9
$181M 1.46%
3,432,925
-49,144
10
$180M 1.46%
4,487,720
-263,720
11
$175M 1.41%
4,500,700
-262,780
12
$174M 1.41%
6,567,354
+166,524
13
$171M 1.38%
633,894
-289,930
14
$164M 1.32%
3,122,371
-190,677
15
$162M 1.3%
1,545,221
-75,652
16
$155M 1.25%
1,958,712
+298,761
17
$138M 1.11%
2,557,862
-161,685
18
$133M 1.07%
316,978
+81,500
19
$126M 1.01%
+2,973,638
20
$123M 0.99%
2,298,874
-140,071
21
$123M 0.99%
1,720,650
-20,101
22
$122M 0.99%
2,729,648
-411,804
23
$121M 0.98%
1,244,775
-198,085
24
$121M 0.98%
+1,532,818
25
$121M 0.98%
1,158,743
-388,652
1
2 3 4 5