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Westfield Capital Dividend Growth Fund Institutional Class (WDIVX)

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Westfield Capital Dividend Growth Instl historical data, for real-time data please try another search

12.55 +0.02 +0.16%

20/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 147.29M

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WDIVX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westfield Capital Dividend Growth Instl (WDIVX) fund. Our Westfield Capital Dividend Growth Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.41	3.41	0.00
Shares	96.59	96.59	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.19	19.98
Price to Book	2.75	3.86
Price to Sales	1.97	2.56
Price to Cash Flow	9.97	13.66
Dividend Yield	2.67	1.58
5 Years Earnings Growth	20.58	10.94

Sector Allocation

Name	Net %	Category Average
Technology	26.61	27.78
Healthcare	12.47	12.64
Financial Services	11.79	15.01
Real Estate	9.93	2.32
Consumer Cyclical	9.74	10.32
Industrials	8.43	9.62
Consumer Defensive	7.17	6.33
Energy	6.53	3.91
Basic Materials	4.11	2.38
Communication Services	3.24	8.44

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 45

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Broadcom	US11135F1012	4.95	248.71	+2.74%
Apple	US0378331005	4.75	201.70	+0.42%
Microsoft	US5949181045	4.40	461.97	+0.35%
Home Depot	US4370761029	3.68	367.96	-0.09%
Union Pacific	US9078181081	3.29	218.89	-1.25%
J&J	US4781601046	2.78	155.40	+0.12%
ConocoPhillips	US20825C1045	2.70	86.72	+1.61%
Arthur J Gallagher	US3635761097	2.50	348.77	+0.38%
AIG	US0268747849	2.45	85.76	+1.32%
Bunge Ltd	BMG169621056	2.41	-	-

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