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
$13.3B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$111M
3
+$75.4M
4
WMT icon
Walmart
WMT
+$68.8M
5
QCOM icon
Qualcomm
QCOM
+$64.7M

Top Sells

1
+$120M
2
+$119M
3
+$107M
4
IBM icon
IBM
IBM
+$71M
5
BA icon
Boeing
BA
+$61.2M

Sector Composition

1 Technology 26.07%
2 Healthcare 15.49%
3 Industrials 13.3%
4 Consumer Discretionary 12.45%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$358M 2.7%
3,783,180
-158,300
2
$339M 2.55%
6,848,276
-842,612
3
$275M 2.07%
2,056,122
-83,675
4
$259M 1.95%
1,490,102
+2,429
5
$235M 1.77%
856,270
-22,974
6
$227M 1.71%
1,175,421
+629,831
7
$202M 1.52%
972,866
-38,034
8
$200M 1.5%
237,642
-19,595
9
$195M 1.47%
1,538,527
+129,316
10
$187M 1.41%
3,460,480
-184,340
11
$186M 1.4%
2,043,271
-52,052
12
$176M 1.33%
1,161,370
-49,555
13
$176M 1.32%
642,288
-14,250
14
$169M 1.28%
4,647,008
-643,473
15
$169M 1.27%
3,023,974
+50,297
16
$162M 1.22%
1,923,244
-120,944
17
$149M 1.12%
2,753,880
-153,520
18
$148M 1.12%
407,326
-168,209
19
$145M 1.09%
791,320
+109,094
20
$139M 1.05%
377,998
-20,086
21
$134M 1.01%
957,706
-42,364
22
$133M 1%
454,091
-2,549
23
$128M 0.96%
913,570
+95,470
24
$127M 0.96%
1,039,370
-5,297
25
$126M 0.95%
428,287
-16,078
1
2 3 4 5