We are live on ! Find out more
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
+22.24%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.69%
AUM
$23.8B
AUM Growth
+$3.29B
Cap. Flow
-$258M
Cap. Flow %
-1.08%
Top 10 Hldgs %
29.73%
Holding
282
New
38
Increased
72
Reduced
115
Closed
43

Top Buys

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$141M
2
HWM icon
Howmet Aerospace
HWM
+$120M
3
AMAT icon
Applied Materials
AMAT
+$109M
4
ROL icon
Rollins
ROL
+$100M
5
RBLX icon
Roblox
RBLX
+$89.6M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$222M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145M
3
DKS icon
Dick's Sporting Goods
DKS
+$127M
4
TEAM icon
Atlassian
TEAM
+$110M
5
APP icon
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
NVDA icon
1
NVIDIA
NVDA
$5.42T
$1.19B 5%
7,545,345
+208,691
+3% +$26.3M
ASND icon
2
Ascendis Pharma A/S
ASND
$16.8B
$941M 3.95%
5,451,401
-27,858
-0.5% -$4.54M
MSFT icon
3
Microsoft
MSFT
$3.71T
$874M 3.67%
1,757,424
-75,187
-4% -$32.7M
AAPL icon
4
Apple
AAPL
$4.57T
$717M 3.01%
3,494,184
+93,001
+3% +$18.8M
AMZN icon
5
Amazon
AMZN
$2.96T
$680M 2.85%
3,100,452
-362,224
-10% -$71.7M
AXON
6
Axon Enterprise
AXON
$46.4B
$654M 2.74%
790,079
-137,722
-15% -$93.7M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$634M 2.66%
858,402
-40,136
-4% -$24.8M
FIX icon
8
Comfort Systems
FIX
$59.6B
$502M 2.11%
936,412
+46,773
+5% +$20.4M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.33T
$453M 1.9%
2,571,637
-888,279
-26% -$145M
TDG icon
10
TransDigm Group
TDG
$67.7B
$441M 1.85%
290,013
-26,149
-8% -$36.7M
AVGO icon
11
Broadcom
AVGO
$2.04T
$368M 1.54%
1,336,142
-62,161
-4% -$13.5M
HWM icon
12
Howmet Aerospace
HWM
$112B
$357M 1.5%
1,915,955
+780,896
+69% +$120M
VRT icon
13
Vertiv
VRT
$105B
$339M 1.42%
2,637,409
+259,837
+11% +$25.3M
NFLX icon
14
Netflix
NFLX
$309B
$337M 1.41%
2,519,230
+380,200
+18% +$43M
NOW icon
15
ServiceNow
NOW
$129B
$307M 1.29%
1,491,380
-110,040
-7% -$20.8M
TPR icon
16
Tapestry
TPR
$32.8B
$300M 1.26%
3,419,245
-182,069
-5% -$13.8M
LPLA icon
17
LPL Financial
LPLA
$28.6B
$293M 1.23%
782,232
-47,867
-6% -$16.8M
V icon
18
Visa
V
$677B
$283M 1.19%
796,463
-107,934
-12% -$37.6M
LLY icon
19
Eli Lilly
LLY
$1.06T
$240M 1.01%
307,493
+48,541
+19% +$37.7M
LEGN icon
20
Legend Biotech
LEGN
$4.01B
$230M 0.96%
6,472,547
-445,020
-6% -$14.4M
EAT icon
21
Brinker International
EAT
$9.66B
$223M 0.94%
1,236,583
+240,870
+24% +$37.8M
FTAI icon
22
FTAI Aviation
FTAI
$22.2B
$220M 0.92%
1,915,411
+22,960
+1% +$2.57M
DXCM icon
23
DexCom
DXCM
$32B
$208M 0.87%
2,380,238
-67,505
-3% -$5.29M
MNDY icon
24
monday.com
MNDY
$3.94B
$203M 0.85%
646,320
-18,844
-3% -$5.25M
BAC icon
25
Bank of America
BAC
$442B
$200M 0.84%
4,217,760
+873,264
+26% +$36.7M
1
2 3 4 5

Similar funds

Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
JG
Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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.