Westfield Capital Management Portfolio holdings
AUM
$24B
1-Year Est. Return
36.38%
This Fund
S&P 500
1 Year Est. Return
+36.38%
AUM
$24B
AUM Growth
+$172M
(+0.72%)
Holding
274
Top Buys
| 1 | +$128M | |
| 2 | +$110M | |
| 3 | +$105M | |
| 4 |
Dutch Bros
BROS
|
+$101M |
| 5 |
AbbVie
ABBV
|
+$93.8M |
Top Sells
| 1 | +$264M | |
| 2 | +$201M | |
| 3 | +$152M | |
| 4 |
Coherent
COHR
|
+$121M |
| 5 |
monday.com
MNDY
|
+$114M |
Sector Composition
| 1 | Technology | 29.89% |
| 2 | Industrials | 21.65% |
| 3 | Healthcare | 18.09% |
| 4 | Financials | 10.52% |
| 5 | Consumer Discretionary | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.45T
| $1.11B | 4.62% |
5,951,049
-556,116
|
|
||
2
Ascendis Pharma
ASND
$14.7B
| $1.11B | 4.61% |
5,185,696
-74,213
|
|
||
3
Apple
AAPL
$3.85T
| $890M | 3.71% |
3,274,318
-60,227
|
|
||
4
Microsoft
MSFT
$3.01T
| $784M | 3.27% |
1,621,219
-84,017
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.67T
| $682M | 2.84% |
2,178,478
-66,172
|
|
||
6
Comfort Systems
FIX
$48.9B
| $624M | 2.6% |
668,835
-164,360
|
|
||
7
Amazon
AMZN
$2.33T
| $538M | 2.24% |
2,330,770
-210,959
|
|
||
8
Axon Enterprise
AXON
$46.6B
| $472M | 1.97% |
831,177
+102,025
|
|
||
9
FTAI Aviation
FTAI
$28.9B
| $463M | 1.93% |
2,350,625
+220,384
|
|
||
10
Howmet Aerospace
HWM
$104B
| $455M | 1.9% |
2,219,125
+211,672
|
|
||
11
Meta Platforms (Facebook)
META
$1.69T
| $433M | 1.8% |
655,283
-112,374
|
|
||
12
Broadcom
AVGO
$1.51T
| $385M | 1.6% |
1,112,318
-54,044
|
|
||
13
Vertiv
VRT
$96.1B
| $369M | 1.54% |
2,277,716
+30,498
|
|
||
14
Eli Lilly
LLY
$896B
| $298M | 1.24% |
277,549
+544
|
|
||
15
Tapestry
TPR
$31.3B
| $268M | 1.12% |
2,098,104
-352,567
|
|
||
16
Revolution Medicines
RVMD
$19.4B
| $227M | 0.94% |
2,845,013
+331,046
|
|
||
17
ServiceNow
NOW
$119B
| $226M | 0.94% |
1,476,803
+176,793
|
|
||
18
LPL Financial
LPLA
$24.5B
| $223M | 0.93% |
625,562
+50,100
|
|
||
19
Visa
V
$616B
| $212M | 0.88% |
603,926
-101,841
|
|
||
20
Bank of America
BAC
$363B
| $210M | 0.88% |
3,823,609
-37,494
|
|
||
21
Tesla
TSLA
$1.52T
| $208M | 0.86% |
461,675
+57,455
|
|
||
22
Masimo
MASI
$9.15B
| $198M | 0.82% |
1,522,049
+102,799
|
|
||
23
Ares Management
ARES
$25.3B
| $186M | 0.78% |
1,151,200
+123,611
|
|
||
24
Ametek
AME
$53.9B
| $185M | 0.77% |
900,216
+541,556
|
|
||
25
Rocket Lab Corp
RKLB
$38.4B
| $181M | 0.75% |
2,592,443
+154,623
|
|