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
$13.4B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$90.7M
3
+$68.5M
4
DIS icon
Walt Disney
DIS
+$63.8M
5
CCL icon
Carnival Corp
CCL
+$58.2M

Top Sells

1
+$107M
2
+$98.5M
3
+$97.5M
4
BAC icon
Bank of America
BAC
+$85.8M
5
PM icon
Philip Morris
PM
+$83.9M

Sector Composition

1 Technology 21.01%
2 Healthcare 16.54%
3 Industrials 13.55%
4 Financials 11.42%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$374M 2.79%
4,401,700
-129,700
2
$342M 2.55%
7,388,616
-256,872
3
$309M 2.3%
1,588,025
-50,780
4
$255M 1.9%
1,922,214
-81,287
5
$250M 1.86%
2,532,793
-56,367
6
$232M 1.73%
4,164,100
+259,180
7
$198M 1.48%
3,361,064
+517,312
8
$197M 1.47%
1,503,753
+355,570
9
$195M 1.46%
337,748
+156,676
10
$187M 1.4%
3,312,800
+42,100
11
$183M 1.36%
937,188
+37,825
12
$176M 1.31%
2,437,522
-128,135
13
$173M 1.29%
706,845
-5,247
14
$171M 1.28%
1,252,984
-34,632
15
$171M 1.27%
508,268
+43,127
16
$169M 1.26%
1,191,822
+104,691
17
$152M 1.14%
883,961
-319,444
18
$148M 1.11%
871,856
+94,755
19
$147M 1.1%
854,747
-53,253
20
$146M 1.09%
667,635
-61,215
21
$127M 0.95%
522,685
-118,279
22
$120M 0.9%
3,281,183
+251,572
23
$119M 0.89%
895,821
+3,486
24
$119M 0.89%
976,462
+187,725
25
$119M 0.88%
595,388
+131,065
1
2 3 4 5