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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
GS icon
201
Goldman Sachs
GS
$302B
$6.18M 0.03%
7,029
-99
-1% -$80.8K
MTB icon
202
M&T Bank
MTB
$36.6B
$5.99M 0.02%
29,712
-813
-3% -$155K
ROL icon
203
Rollins
ROL
$17.6B
$5.97M 0.02%
99,399
-1,261
-1% -$74.1K
CME icon
204
CME Group
CME
$94.3B
$5.95M 0.02%
21,785
+2,944
+16% +$800K
MDT icon
205
Medtronic
MDT
$116B
$5.76M 0.02%
59,970
-1,952
-3% -$190K
MRK icon
206
Merck
MRK
$328B
$5.64M 0.02%
+53,552
New +$5.03M
MCK icon
207
McKesson
MCK
$102B
$5.61M 0.02%
6,840
+108
+2% +$88.1K
MCD icon
208
McDonald's
MCD
$195B
$5.43M 0.02%
+17,757
New +$5.44M
HSY icon
209
Hershey
HSY
$37B
$5.28M 0.02%
29,000
-288
-1% -$52.7K
C icon
210
Citigroup
C
$231B
$5.1M 0.02%
+43,744
New +$4.54M
GILD icon
211
Gilead Sciences
GILD
$168B
$5.1M 0.02%
+41,515
New +$5.05M
EXPE icon
212
Expedia Group
EXPE
$39.1B
$4.7M 0.02%
16,577
-222
-1% -$54.9K
SCCO icon
213
Southern Copper
SCCO
$165B
$4.68M 0.02%
+33,639
New +$4.4M
SLB icon
214
SLB Ltd
SLB
$78.1B
$4.64M 0.02%
+120,910
New +$4.38M
HAL icon
215
Halliburton
HAL
$27.7B
$3.87M 0.02%
+136,881
New +$3.61M
CAH icon
216
Cardinal Health
CAH
$54.5B
$3.66M 0.02%
17,831
-15,938
-47% -$3M
IT icon
217
Gartner
IT
$11.3B
$3.63M 0.02%
14,370
-5
-0% -$1.2K
PFE icon
218
Pfizer
PFE
$150B
$3.43M 0.01%
+137,936
New +$3.48M
D icon
219
Dominion Energy
D
$59.8B
$2.68M 0.01%
+45,694
New +$2.75M
IWP icon
220
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$2.5M 0.01%
18,280
+16,839
+1,169% +$2.35M
PACK icon
221
Ranpak Holdings
PACK
$464M
$2.2M 0.01%
407,328
– –
MNDY icon
222
monday.com
MNDY
$3.63B
$2.06M 0.01%
13,955
-679,364
-98% -$114M
BRK.B icon
223
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.18M ﹤0.01%
2,350
– –
BKNG icon
224
Booking.com
BKNG
$159B
$1.12M ﹤0.01%
5,250
– –
SLV icon
225
iShares Silver Trust
SLV
$31.8B
$1.08M ﹤0.01%
16,760
– –
7 8
9
10 11

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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.