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
$11.7B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$105M
3
+$88.7M
4
BAC icon
Bank of America
BAC
+$87.7M
5
AVGO icon
Broadcom
AVGO
+$79.7M

Top Sells

1
+$232M
2
+$98.7M
3
+$95.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$90.9M
5
BABA icon
Alibaba
BABA
+$88.7M

Sector Composition

1 Technology 25.14%
2 Healthcare 17.2%
3 Industrials 12.75%
4 Consumer Discretionary 11.91%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$320M 2.73%
8,104,680
-385,152
2
$304M 2.6%
4,052,200
-215,400
3
$220M 1.87%
2,163,225
-305,312
4
$213M 1.82%
856,089
+160,404
5
$208M 1.77%
1,575,721
-250,834
6
$204M 1.74%
360,628
+10,401
7
$202M 1.73%
3,907,280
-151,520
8
$199M 1.7%
618,535
-1,960
9
$189M 1.61%
1,061,707
+202,520
10
$178M 1.52%
1,298,519
+50,347
11
$176M 1.5%
+2,982,907
12
$166M 1.41%
2,449,010
+47,463
13
$163M 1.39%
3,123,420
-116,140
14
$160M 1.36%
2,513,708
-351,540
15
$153M 1.3%
1,104,349
-63,320
16
$151M 1.29%
877,851
-37,841
17
$142M 1.21%
1,143,835
+31,100
18
$138M 1.18%
667,232
+54,400
19
$125M 1.07%
1,373,283
+53,437
20
$109M 0.93%
488,104
-549
21
$108M 0.92%
402,051
+115,101
22
$107M 0.91%
642,890
+93,461
23
$106M 0.9%
835,636
-83,563
24
$106M 0.9%
467,048
-30,500
25
$105M 0.9%
+591,747
1
2 3 4 5