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
$16.6B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$106M
3
+$101M
4
SIVB
SVB Financial Group
SIVB
+$100M
5
AVTR icon
Avantor
AVTR
+$84.9M

Top Sells

1
+$113M
2
+$85.7M
3
+$77.7M
4
TMO icon
Thermo Fisher Scientific
TMO
+$66.6M
5
FOXA icon
Fox Class A
FOXA
+$55.6M

Sector Composition

1 Technology 31.1%
2 Healthcare 20.16%
3 Industrials 12.71%
4 Consumer Discretionary 11.61%
5 Financials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$665M 4.01%
4,699,480
-53,875
2
$493M 2.98%
3,691,700
-52,880
3
$480M 2.89%
1,701,379
+16,377
4
$445M 2.69%
2,711,580
-107,020
5
$337M 2.03%
1,284,943
-21,638
6
$337M 2.03%
2,111,493
+95,566
7
$328M 1.98%
965,347
-13,496
8
$261M 1.57%
349,683
-56,589
9
$231M 1.39%
1,036,339
-46,615
10
$222M 1.34%
1,903,372
-202,385
11
$218M 1.31%
348,755
-10,905
12
$212M 1.28%
339,992
+7,170
13
$205M 1.24%
756,707
+380
14
$188M 1.14%
278,533
+17,807
15
$184M 1.11%
1,176,494
+191,330
16
$168M 1.02%
2,964,929
+68,757
17
$168M 1.01%
1,928,268
+533,827
18
$165M 1%
2,830,200
+731,665
19
$160M 0.97%
1,292,719
-26,978
20
$160M 0.96%
1,476,375
+34,953
21
$158M 0.96%
633,738
-4,579
22
$157M 0.94%
601,867
-7,505
23
$154M 0.93%
894,898
+39,254
24
$145M 0.87%
737,958
+51,457
25
$142M 0.86%
315,790
-4,713
1
2 3 4 5