We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
|
ETNB
176
DELISTED
89bio
ETNB
| $33.1M | 0.14% |
3,370,817
-523,924
| -13% | -$4.34M |
|
177
IonQ
IONQ
$18.3B
| $28.9M | 0.12% |
+671,627
| New | +$22.5M |
|
178
SPX Corp
SPXC
$10.9B
| $23M | 0.1% |
137,019
+8,404
| +7% | +$1.23M |
|
179
Avery Dennison
AVY
$13.7B
| $20M | 0.08% |
113,903
-280,161
| -71% | -$49.1M |
|
180
Riot Platforms
RIOT
$7.63B
| $19.6M | 0.08% |
1,730,296
+95,119
| +6% | +$809K |
|
|
BCYC
181
Bicycle Therapeutics
BCYC
$284M
| $19.3M | 0.08% |
2,780,491
+123,186
| +5% | +$981K |
|
182
Stride
LRN
$3.27B
| $18.4M | 0.08% |
+126,656
| New | +$18.3M |
|
183
Calix
CALX
$2.51B
| $15.5M | 0.06% |
+291,149
| New | +$12.5M |
|
184
Mueller Industries
MLI
$15.1B
| $12.1M | 0.05% |
303,402
-33,446
| -10% | -$1.26M |
|
185
Cintas
CTAS
$81.4B
| $11.4M | 0.05% |
51,358
-5,545
| -10% | -$1.19M |
|
186
Coca-Cola
KO
$373B
| $11.4M | 0.05% |
161,050
-17,760
| -10% | -$1.27M |
|
187
Williams Companies
WMB
$90.1B
| $11.1M | 0.05% |
177,318
+254
| +0.1% | +$15K |
|
|
188
Alphabet (Google) Class C
GOOG
$4.19T
| $10.1M | 0.04% |
56,758
-5,527
| -9% | -$913K |
|
189
Ameriprise Financial
AMP
$49.9B
| $9.33M | 0.04% |
17,476
-1,921
| -10% | -$949K |
|
190
STAG Industrial
STAG
$7.12B
| $8.55M | 0.04% |
235,683
-15,192
| -6% | -$525K |
|
191
Mitsubishi UFJ Financial
MUFG
$257B
| $8.37M | 0.04% |
+609,995
| New | +$7.89M |
|
192
Sumitomo Mitsui Financial
SMFG
$166B
| $8.19M | 0.03% |
+541,882
| New | +$7.79M |
|
193
Procter & Gamble
PG
$335B
| $7.75M | 0.03% |
48,627
-4,491
| -8% | -$733K |
|
194
John Wiley & Sons Class A
WLY
$2.53B
| $7.58M | 0.03% |
169,768
-16,246
| -9% | -$684K |
|
195
TJX Companies
TJX
$169B
| $7.33M | 0.03% |
59,349
-5,590
| -9% | -$709K |
|
196
M&T Bank
MTB
$36.6B
| $7.07M | 0.03% |
36,424
-3,233
| -8% | -$570K |
|
197
Medtronic
MDT
$116B
| $6.43M | 0.03% |
73,815
-6,600
| -8% | -$560K |
|
198
Walmart Inc
WMT
$923B
| $6.26M | 0.03% |
64,066
-5,900
| -8% | -$562K |
|
199
First Citizens BancShares
FCNCA
$25.7B
| $6.23M | 0.03% |
3,185
-1
| -0% | -$1.81K |
|
200
Raymond James Financial
RJF
$34.9B
| $6.15M | 0.03% |
40,095
| – | – |
|
Similar funds
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.