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Westfield Capital Large Cap Growth Fund Institutional Class Shares (WCLGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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1.47000.0000 (0.00%)
At close: 08:00PM EDT

Overall Portfolio Composition (%)

Cash1.54%
Stocks98.46%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
WCLGX
Basic Materials
0.00%
Consumer Cyclical
11.95%
Financial Services
11.44%
Real Estate
0.00%
Consumer Defensive
3.12%
Healthcare
17.02%
Utilities
0.00%
Communication Services
13.87%
Energy
0.00%
Industrials
10.03%
Technology
32.56%

Equity Holdings

AverageWCLGXCategory Average
Price/Earnings28.6134.82
Price/Book5.748.34
Price/Sales3.664.62
Price/Cashflow19.0523.95
Median Market Cap177,937.34310,214.47
3 Year Earnings Growth25.7323.61

Bond Holdings

AverageWCLGXCategory Average
MaturityN/A3.63
DurationN/A2.73
Credit QualityN/AN/A

Bond Ratings

Sector(s)WCLGX
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 10 Holdings (43.32% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Amazon.com IncAMZN5.94%
Apple IncAAPL5.70%
Microsoft CorpMSFT5.19%
Alphabet Inc AGOOGL5.16%
Facebook Inc AFB4.46%
Humana IncHUM3.69%
Visa Inc Class AV3.66%
Salesforce.com IncCRM3.40%
ServiceNow IncNOW3.28%
The Home Depot IncHD2.84%