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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+2.63%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$23.8B
AUM Growth
-$170M
Cap. Flow
+$283M
Cap. Flow %
1.19%
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$159M
2
AS icon
Amer Sports
AS
+$144M
3
FTAI icon
FTAI Aviation
FTAI
+$132M
4
AXON
Axon Enterprise
AXON
+$121M
5
JLL icon
Jones Lang LaSalle
JLL
+$112M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$185M
2
BAC icon
Bank of America
BAC
+$142M
3
CVLT icon
Commault Systems
CVLT
+$133M
4
TEAM icon
Atlassian
TEAM
+$132M
5
RVMD icon
Revolution Medicines
RVMD
+$130M

Sector Composition

Rank Sector Weight
1 Technology 28.43%
2 Industrials 25.27%
3 Healthcare 15.8%
4 Consumer Discretionary 10.5%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDG icon
176
TransDigm Group
TDG
$71.3B
$15M 0.06%
12,950
-3,243
-20% -$4.25M
PTRN
177
Pattern Group Inc
PTRN
$4.04B
$14.6M 0.06%
1,172,891
-11,825
-1% -$145K
GOOG icon
178
Alphabet (Google) Class C
GOOG
$4.09T
$14.5M 0.06%
50,487
+4,667
+10% +$1.47M
MLI icon
179
Mueller Industries
MLI
$14.4B
$14M 0.06%
252,118
+2,264
+0.9% +$136K
WMB icon
180
Williams Companies
WMB
$85.6B
$13.2M 0.06%
181,444
-49,733
-22% -$3.44M
APLD icon
181
Applied Digital
APLD
$6.89B
$12.9M 0.05%
542,092
-492,305
-48% -$15.4M
CIEN icon
182
Ciena
CIEN
$46.2B
$12.3M 0.05%
31,750
– –
KO icon
183
Coca-Cola
KO
$387B
$10.2M 0.04%
133,867
+1,197
+0.9% +$90.5K
SMFG icon
184
Sumitomo Mitsui Financial
SMFG
$159B
$9.04M 0.04%
457,584
+3,903
+0.9% +$82K
WMT icon
185
Walmart Inc
WMT
$906B
$8.89M 0.04%
71,561
+651
+0.9% +$79.9K
JNJ icon
186
Johnson & Johnson
JNJ
$645B
$8.78M 0.04%
35,912
+2,624
+8% +$611K
MUFG icon
187
Mitsubishi UFJ Financial
MUFG
$250B
$8.76M 0.04%
516,054
+5,343
+1% +$95.1K
CMI icon
188
Cummins
CMI
$82.8B
$8.29M 0.03%
15,415
+141
+0.9% +$79.8K
NEE icon
189
NextEra Energy
NEE
$186B
$8.1M 0.03%
87,251
+3,325
+4% +$296K
TJX icon
190
TJX Companies
TJX
$180B
$7.76M 0.03%
48,621
+278
+0.6% +$43.3K
WFC icon
191
Wells Fargo
WFC
$257B
$6.98M 0.03%
87,713
+771
+0.9% +$66.2K
ROL icon
192
Rollins
ROL
$18.9B
$6.98M 0.03%
130,617
+31,218
+31% +$1.86M
HD icon
193
Home Depot
HD
$341B
$6.71M 0.03%
20,405
+58
+0.3% +$21.1K
TMO icon
194
Thermo Fisher Scientific
TMO
$214B
$6.62M 0.03%
13,474
-207
-2% -$112K
TT icon
195
Trane Technologies
TT
$98.4B
$6.6M 0.03%
15,841
-102,322
-87% -$43.4M
MTB icon
196
M&T Bank
MTB
$36.4B
$6.17M 0.03%
29,839
+127
+0.4% +$27.3K
HSY icon
197
Hershey
HSY
$37.6B
$6.06M 0.03%
29,158
+158
+0.5% +$33.3K
FCNCA icon
198
First Citizens BancShares
FCNCA
$24.9B
$6M 0.03%
3,185
– –
AMGN icon
199
Amgen
AMGN
$211B
$6M 0.03%
+17,052
New +$6.08M
GS icon
200
Goldman Sachs
GS
$291B
$5.98M 0.03%
7,074
+45
+0.6% +$40.1K
6 7
8
9 10

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Westfield Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Westfield Capital Management held 287 positions worth $23.8B, down 0.71% from $24B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management's Q1 2026 filing shows 46 new, 118 increased, 77 reduced and 37 closed positions. Its largest new stake was Amer Sports: 3,937,521 shares worth $130M. The largest sale was Masimo, an estimated $185M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Industrials and Healthcare.

  • Westfield Capital Management's largest Q1 2026 buy was Amer Sports: 3,937,521 shares worth $130M.
  • Westfield Capital Management added most to Insmed in Q1 2026, an estimated $159M increase.
  • Westfield Capital Management's biggest Q1 2026 reduction was Masimo, cutting an estimated $185M.
  • Westfield Capital Management fully exited Commault Systems in Q1 2026, selling an estimated $133M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q1 2026.
  • Westfield Capital Management opened 46 new positions and closed 37 in Q1 2026.
  • Westfield Capital Management's portfolio value fell 0.71% quarter-over-quarter to $23.8B.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.