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Westfield Capital Management Portfolio holdings
AUM
$30.6B
1-Year Est. Return
61.81%
This Fund
S&P 500
This Quarter
Est. Return
+22.24%
1 Year Est. Return
+61.81%
3 Year Est. Return
+195.36%
5 Year Est. Return
+240.54%
10 Year Est. Return
+1,285%
AUM
$23.8B
AUM Growth
+$3.29B
(+16%)
Cap. Flow
-$258M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
282
New
38
Increased
72
Reduced
115
Closed
43
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AutoZone
AZO
|
+$141M |
| 2 |
Howmet Aerospace
HWM
|
+$120M |
| 3 |
Applied Materials
AMAT
|
+$109M |
| 4 |
Rollins
ROL
|
+$100M |
| 5 |
Roblox
RBLX
|
+$89.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$222M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$145M |
| 3 |
Dick's Sporting Goods
DKS
|
+$127M |
| 4 |
Atlassian
TEAM
|
+$110M |
| 5 |
Applovin
APP
|
+$95.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.75% |
| 2 | Industrials | 18.34% |
| 3 | Healthcare | 16.46% |
| 4 | Consumer Discretionary | 11.8% |
| 5 | Financials | 10.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Okta
OKTA
$25.6B
| $57M | 0.24% |
570,323
-8,623
| -1% | -$921K |
|
127
Kinsale Capital Group
KNSL
$8.51B
| $56.8M | 0.24% |
117,394
+65,770
| +127% | +$30.7M |
|
128
Synopsys
SNPS
$79B
| $55.7M | 0.23% |
+108,571
| New | +$50.6M |
|
129
O'Reilly Automotive
ORLY
$74.5B
| $55.2M | 0.23% |
+612,389
| New | +$55.8M |
|
130
Western Digital
WDC
$157B
| $55.2M | 0.23% |
862,236
-13,507
| -2% | -$643K |
|
131
Wintrust Financial
WTFC
$11B
| $54.7M | 0.23% |
440,858
+25,360
| +6% | +$2.91M |
|
132
CSX Corp
CSX
$92.8B
| $54.6M | 0.23% |
1,673,055
-79,966
| -5% | -$2.41M |
|
133
GeneDx Holdings
WGS
$2.46B
| $54.4M | 0.23% |
589,188
+366,711
| +165% | +$28.8M |
|
|
TLN
134
Talen Energy Corp
TLN
$17.5B
| $54.2M | 0.23% |
186,558
-43,116
| -19% | -$10.2M |
|
135
Axalta
AXTA
$7.98B
| $53.7M | 0.23% |
1,808,608
+96,160
| +6% | +$2.99M |
|
|
FITB
136
Fifth Third Bancorp
FITB
$52.6B
| $52.6M | 0.22% |
+1,279,918
| New | +$48M |
|
|
BWIN
137
Baldwin Insurance Group
BWIN
$3B
| $52.5M | 0.22% |
1,225,948
+149,101
| +14% | +$6.05M |
|
138
Mueller Water Products
MWA
$4.09B
| $52.1M | 0.22% |
2,166,945
+48,384
| +2% | +$1.2M |
|
139
Applied Industrial Technologies
AIT
$13B
| $51.3M | 0.22% |
220,640
+12,504
| +6% | +$2.84M |
|
|
VRNA
140
DELISTED
Verona Pharma
VRNA
| $51.1M | 0.21% |
+539,813
| New | +$40M |
|
141
Primoris Services
PRIM
$4.39B
| $51M | 0.21% |
654,223
+291,494
| +80% | +$19.8M |
|
142
TechnipFMC
FTI
$29.5B
| $50.8M | 0.21% |
1,475,941
-7,569
| -0.5% | -$228K |
|
143
Avient
AVNT
$4.16B
| $50.4M | 0.21% |
1,560,102
+84,784
| +6% | +$2.93M |
|
144
Icon
ICLR
$12.9B
| $50.3M | 0.21% |
345,828
-16,084
| -4% | -$2.28M |
|
145
Burlington
BURL
$22.3B
| $49.7M | 0.21% |
+213,644
| New | +$50.8M |
|
146
Northern Oil and Gas
NOG
$2.57B
| $49.3M | 0.21% |
1,740,304
+103,366
| +6% | +$2.78M |
|
147
Credo Technology Group
CRDO
$50B
| $48.9M | 0.21% |
528,378
-77,427
| -13% | -$4.52M |
|
148
Lincoln Electric
LECO
$15.6B
| $48.3M | 0.2% |
233,123
-2,963
| -1% | -$567K |
|
149
Affirm
AFRM
$24.6B
| $48.3M | 0.2% |
+698,779
| New | +$36.2M |
|
150
East-West Bancorp
EWBC
$18.5B
| $47.7M | 0.2% |
471,928
-345,378
| -42% | -$30.6M |
|
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Westfield Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Westfield Capital Management held 282 positions worth $23.8B, up 16% from $20.5B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management's Q2 2025 filing shows 38 new, 72 increased, 115 reduced and 43 closed positions. Its largest new stake was AutoZone: 38,182 shares worth $142M. The largest sale was Palantir, an estimated $222M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.
- Westfield Capital Management's largest Q2 2025 buy was AutoZone: 38,182 shares worth $142M.
- Westfield Capital Management added most to Howmet Aerospace in Q2 2025, an estimated $120M increase.
- Westfield Capital Management's biggest Q2 2025 reduction was Palantir, cutting an estimated $222M.
- Westfield Capital Management fully exited Dick's Sporting Goods in Q2 2025, selling an estimated $127M.
- Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q2 2025.
- Westfield Capital Management opened 38 new positions and closed 43 in Q2 2025.
- Westfield Capital Management's portfolio value rose 16% quarter-over-quarter to $23.8B.
Based on Westfield Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.