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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $30.6B
1-Year Est. Return 61.81%
This Fund
S&P 500
This Quarter Est. Return
+4.97%
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
$24B
AUM Growth
+$172M
Cap. Flow
-$309M
Cap. Flow %
-1.29%
Top 10 Hldgs %
29.68%
Holding
274
New
39
Increased
117
Reduced
71
Closed
33

Top Buys

Rank Stock Value
1
APG icon
APi Group
APG
+$128M
2
ABVX
Abivax
ABVX
+$110M
3
AME icon
Ametek
AME
+$105M
4
BROS icon
Dutch Bros
BROS
+$101M
5
ABBV icon
AbbVie
ABBV
+$93.8M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$264M
2
MRUS
Merus
MRUS
+$201M
3
FIX icon
Comfort Systems
FIX
+$152M
4
COHR icon
Coherent
COHR
+$121M
5
MNDY icon
monday.com
MNDY
+$114M

Sector Composition

Rank Sector Weight
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
BCYC
176
Bicycle Therapeutics
BCYC
$284M
$21.4M 0.09%
3,016,026
+63,483
+2% +$468K
RGTI icon
177
Rigetti Computing
RGTI
$6.15B
$20.7M 0.09%
+935,778
New +$30.5M
CORZ icon
178
Core Scientific
CORZ
$6.71B
$20.3M 0.08%
1,392,132
-600,603
-30% -$10.5M
GOOG icon
179
Alphabet (Google) Class C
GOOG
$4.19T
$14.4M 0.06%
45,820
+5,157
+13% +$1.48M
MLI icon
180
Mueller Industries
MLI
$15.1B
$14.3M 0.06%
249,854
-5,816
-2% -$313K
WMB icon
181
Williams Companies
WMB
$90.1B
$13.9M 0.06%
231,177
+30,112
+15% +$1.82M
PTRN
182
Pattern Group Inc
PTRN
$3.98B
$13.7M 0.06%
1,184,716
+48,837
+4% +$711K
IUSG icon
183
iShares Core S&P US Growth ETF
IUSG
$33.7B
$11.2M 0.05%
+66,532
New +$11.1M
KO icon
184
Coca-Cola
KO
$373B
$9.27M 0.04%
132,670
-3,075
-2% -$214K
SMFG icon
185
Sumitomo Mitsui Financial
SMFG
$166B
$8.77M 0.04%
453,681
-5,786
-1% -$100K
WFC icon
186
Wells Fargo
WFC
$269B
$8.1M 0.03%
86,942
-1,234
-1% -$107K
MUFG icon
187
Mitsubishi UFJ Financial
MUFG
$257B
$8.1M 0.03%
510,711
-6,518
-1% -$101K
CTAS icon
188
Cintas
CTAS
$81.4B
$7.95M 0.03%
42,271
-988
-2% -$186K
TMO icon
189
Thermo Fisher Scientific
TMO
$223B
$7.93M 0.03%
13,681
– –
WMT icon
190
Walmart Inc
WMT
$923B
$7.9M 0.03%
70,910
+6,008
+9% +$645K
CMI icon
191
Cummins
CMI
$87.8B
$7.8M 0.03%
+15,274
New +$7.14M
TJX icon
192
TJX Companies
TJX
$169B
$7.43M 0.03%
48,343
-1,618
-3% -$239K
CIEN icon
193
Ciena
CIEN
$61.2B
$7.43M 0.03%
31,750
– –
HD icon
194
Home Depot
HD
$342B
$7M 0.03%
20,347
+14,330
+238% +$5.25M
JNJ icon
195
Johnson & Johnson
JNJ
$629B
$6.89M 0.03%
+33,288
New +$6.58M
FCNCA icon
196
First Citizens BancShares
FCNCA
$25.7B
$6.84M 0.03%
3,185
– –
NEE icon
197
NextEra Energy
NEE
$179B
$6.74M 0.03%
83,926
+13,420
+19% +$1.11M
RJF icon
198
Raymond James Financial
RJF
$34.9B
$6.44M 0.03%
40,095
– –
BBVA icon
199
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$6.22M 0.03%
+266,816
New +$5.57M
IWF icon
200
iShares Russell 1000 Growth ETF
IWF
$128B
$6.18M 0.03%
+52,232
New +$6.19M
6 7
8
9 10

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Westfield Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Westfield Capital Management held 274 positions worth $24B, up 0.72% from $23.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management's Q4 2025 filing shows 39 new, 117 increased, 71 reduced and 33 closed positions. Its largest new stake was APi Group: 3,453,355 shares worth $132M. The largest sale was TransDigm Group, an estimated $264M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

  • Westfield Capital Management's largest Q4 2025 buy was APi Group: 3,453,355 shares worth $132M.
  • Westfield Capital Management added most to Ametek in Q4 2025, an estimated $105M increase.
  • Westfield Capital Management's biggest Q4 2025 reduction was TransDigm Group, cutting an estimated $264M.
  • Westfield Capital Management fully exited Merus in Q4 2025, selling an estimated $201M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $24B portfolio in Q4 2025.
  • Westfield Capital Management opened 39 new positions and closed 33 in Q4 2025.
  • Westfield Capital Management's portfolio value rose 0.72% quarter-over-quarter to $24B.

Based on Westfield Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.