WESTFIELD CAPITAL MANAGEMENT CO LP recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
ONE FINANCIAL CENTER BOSTON, MA 02111
As of the latest 13F report, the guru’s equity portfolio contained 226 stocks valued at a total of $12.97Bil. The top holdings were AAPL(3.34%), ASND(2.98%), and MSFT(2.83%).
According to GuruFocus data, these were WESTFIELD CAPITAL MANAGEMENT CO LP’s top five trades of the quarter.
UnitedHealth Group Inc
During the quarter, WESTFIELD CAPITAL MANAGEMENT CO LP bought 320,594 shares of NYSE:UNH for a total holding of 375,791. The trade had a 1.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $529.71.
On 02/15/2023, UnitedHealth Group Inc traded for a price of $492.83 per share and a market cap of $460.48Bil. The stock has returned 5.23% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, UnitedHealth Group Inc has a price-earnings ratio of 23.26, a price-book ratio of 5.65, a price-earnings-to-growth (PEG) ratio of 1.76, a EV-to-Ebitda ratio of 15.47 and a price-sales ratio of 1.45.
The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.
Humana Inc
The guru sold out of their 219,542-share investment in NYSE:HUM. Previously, the stock had a 0.85% weight in the equity portfolio. Shares traded for an average price of $525.59 during the quarter.
On 02/15/2023, Humana Inc traded for a price of $501.68 per share and a market cap of $62.70Bil. The stock has returned 20.30% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Humana Inc has a price-earnings ratio of 22.76, a price-book ratio of 4.10, a price-earnings-to-growth (PEG) ratio of 2.99, a EV-to-Ebitda ratio of 14.35 and a price-sales ratio of 0.70.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 6.
ZoomInfo Technologies Inc
The guru sold out of their 2,065,817-share investment in NAS:ZI. Previously, the stock had a 0.68% weight in the equity portfolio. Shares traded for an average price of $34.52 during the quarter.
On 02/15/2023, ZoomInfo Technologies Inc traded for a price of $26.87 per share and a market cap of $10.85Bil. The stock has returned -51.45% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, ZoomInfo Technologies Inc has a price-earnings ratio of 167.94, a price-book ratio of 4.77, a EV-to-Ebitda ratio of 34.88 and a price-sales ratio of 9.59.
Meta Platforms Inc
The guru sold out of their 483,149-share investment in NAS:META. Previously, the stock had a 0.52% weight in the equity portfolio. Shares traded for an average price of $117.43 during the quarter.
On 02/15/2023, Meta Platforms Inc traded for a price of $179.48 per share and a market cap of $465.33Bil. The stock has returned -17.56% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 20.92, a price-book ratio of 3.73, a price-earnings-to-growth (PEG) ratio of 1.36, a EV-to-Ebitda ratio of 11.99 and a price-sales ratio of 4.21.
The price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.
MKS Instruments Inc
The guru sold out of their 768,447-share investment in NAS:MKSI. Previously, the stock had a 0.5% weight in the equity portfolio. Shares traded for an average price of $80.14 during the quarter.
On 02/15/2023, MKS Instruments Inc traded for a price of $99.63 per share and a market cap of $6.63Bil. The stock has returned -30.95% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, MKS Instruments Inc has a price-earnings ratio of 12.99, a price-book ratio of 1.60, a price-earnings-to-growth (PEG) ratio of 0.76, a EV-to-Ebitda ratio of 13.83 and a price-sales ratio of 1.76.
The price-to-GF Value ratio is 0.58, earning the stock a GF Value rank of 8.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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