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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
+13.49%
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
-$10.9M
(-0.05%)
Cap. Flow
-$1.73B
Cap. Flow
% of AUM
-7.25%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
282
New
43
Increased
80
Reduced
99
Closed
47
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$192M |
| 2 |
Palantir
PLTR
|
+$97.1M |
| 3 |
KKR & Co
KKR
|
+$95.5M |
| 4 |
BLD
TopBuild
BLD
|
+$89.8M |
| 5 |
ADMA Biologics
ADMA
|
+$87.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$181M |
| 2 |
Salesforce
CRM
|
+$177M |
| 3 |
Fabrinet
FN
|
+$165M |
| 4 |
Badger Meter
BMI
|
+$150M |
| 5 |
Texas Roadhouse
TXRH
|
+$132M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.27% |
| 2 | Industrials | 21.02% |
| 3 | Healthcare | 16.43% |
| 4 | Financials | 10.03% |
| 5 | Consumer Discretionary | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
STAG Industrial
STAG
$7.12B
| $5.87M | 0.02% |
166,199
-69,484
| -29% | -$2.48M |
|
202
Welltower
WELL
$166B
| $5.73M | 0.02% |
+32,189
| New | +$5.29M |
|
203
First Citizens BancShares
FCNCA
$25.7B
| $5.7M | 0.02% |
3,185
| – | – |
|
204
Goldman Sachs
GS
$302B
| $5.68M | 0.02% |
+7,128
| New | +$5.28M |
|
205
Hershey
HSY
$37B
| $5.48M | 0.02% |
+29,288
| New | +$5.32M |
|
206
Parker-Hannifin
PH
$135B
| $5.44M | 0.02% |
+7,172
| New | +$5.29M |
|
207
NextEra Energy
NEE
$179B
| $5.32M | 0.02% |
70,506
-17,581
| -20% | -$1.28M |
|
208
Cardinal Health
CAH
$54.5B
| $5.3M | 0.02% |
+33,769
| New | +$5.22M |
|
209
F5
FFIV
$24B
| $5.24M | 0.02% |
16,220
+1,450
| +10% | +$454K |
|
210
McKesson
MCK
$102B
| $5.2M | 0.02% |
6,732
-1,279
| -16% | -$901K |
|
211
CME Group
CME
$94.3B
| $5.09M | 0.02% |
+18,841
| New | +$5.13M |
|
212
Ciena
CIEN
$61.2B
| $4.63M | 0.02% |
31,750
| – | – |
|
213
Kroger
KR
$34.3B
| $4.31M | 0.02% |
+63,932
| New | +$4.45M |
|
214
Waste Management
WM
$90.5B
| $4.15M | 0.02% |
+18,777
| New | +$4.23M |
|
215
Gartner
IT
$11.3B
| $3.78M | 0.02% |
14,375
-198,552
| -93% | -$57.9M |
|
216
Expedia Group
EXPE
$39.1B
| $3.59M | 0.02% |
+16,799
| New | +$3.37M |
|
217
Home Depot
HD
$342B
| $2.44M | 0.01% |
6,017
+351
| +6% | +$138K |
|
218
Ranpak Holdings
PACK
$464M
| $2.29M | 0.01% |
407,328
| – | – |
|
219
Maplebear
CART
$11.2B
| $1.89M | 0.01% |
51,381
-1,430,847
| -97% | -$65.9M |
|
220
AbbVie
ABBV
$440B
| $1.84M | 0.01% |
+7,928
| New | +$1.61M |
|
221
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.18M | 0.01% |
2,350
| – | – |
|
222
Booking.com
BKNG
$159B
| $1.13M | ﹤0.01% |
5,250
| – | – |
|
223
Danaher
DHR
$145B
| $982K | ﹤0.01% |
4,953
-11,157
| -69% | -$2.22M |
|
224
IBM
IBM
$222B
| $937K | ﹤0.01% |
3,320
| – | – |
|
225
Applovin
APP
$102B
| $923K | ﹤0.01% |
1,284
| – | – |
|
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Westfield Capital Management's Q3 2025 Portfolio in Review
As of Q3 2025, Westfield Capital Management held 282 positions worth $23.8B, down 0.05% from $23.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management withdrew a net $1.73B in Q3 2025, closing 47 positions and reducing 99 holdings. Its most notable exit was Salesforce, an estimated $177M position sold in full.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.
Against the trend, Westfield Capital Management opened a new position in Marvell Technology worth $220M.
- Westfield Capital Management's largest Q3 2025 buy was Marvell Technology: 2,611,958 shares worth $220M.
- Westfield Capital Management added most to Palantir in Q3 2025, an estimated $97.1M increase.
- Westfield Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $181M.
- Westfield Capital Management fully exited Salesforce in Q3 2025, selling an estimated $177M.
- Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q3 2025.
- Westfield Capital Management opened 43 new positions and closed 47 in Q3 2025.
- Westfield Capital Management's portfolio value fell 0.05% quarter-over-quarter to $23.8B.
Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.