Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $24B
1-Year Est. Return 36.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$110M
3
+$105M
4
BROS icon
Dutch Bros
BROS
+$101M
5
ABBV icon
AbbVie
ABBV
+$93.8M

Top Sells

1
+$264M
2
+$201M
3
+$152M
4
COHR icon
Coherent
COHR
+$121M
5
MNDY icon
monday.com
MNDY
+$114M

Sector Composition

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
IBM icon
226
IBM
IBM
$238B
$983K ﹤0.01%
3,320
APP icon
227
Applovin
APP
$163B
$865K ﹤0.01%
1,284
BSX icon
228
Boston Scientific
BSX
$92.4B
$827K ﹤0.01%
8,672
+1,080
PLXS icon
229
Plexus
PLXS
$6.42B
$764K ﹤0.01%
5,200
CMA
230
DELISTED
Comerica
CMA
$744K ﹤0.01%
8,560
MELI icon
231
Mercado Libre
MELI
$94.1B
$630K ﹤0.01%
313
EQT icon
232
EQT Corp
EQT
$36B
$570K ﹤0.01%
10,640
VRTX icon
233
Vertex Pharmaceuticals
VRTX
$112B
$513K ﹤0.01%
+1,132
CHDN icon
234
Churchill Downs
CHDN
$6.44B
$493K ﹤0.01%
+4,330
ICLR icon
235
Icon
ICLR
$8.98B
$462K ﹤0.01%
2,534
-393,820
LUNG icon
236
Pulmonx
LUNG
$62.5M
$409K ﹤0.01%
+184,903
CDTX
237
DELISTED
Cidara Therapeutics
CDTX
$312K ﹤0.01%
+1,411
IONS icon
238
Ionis Pharmaceuticals
IONS
$12.4B
$250K ﹤0.01%
3,157
+64
AMAT icon
239
Applied Materials
AMAT
$311B
$241K ﹤0.01%
+936
STAG icon
240
STAG Industrial
STAG
$7.58B
$238K ﹤0.01%
6,467
-159,732
BEAM icon
241
Beam Therapeutics
BEAM
$3.17B
$224K ﹤0.01%
+8,073
WELL icon
242
Welltower
WELL
$147B
– –
-32,189
WM icon
243
Waste Management
WM
$90.6B
– –
-18,777
WSC icon
244
WillScot Mobile Mini Holdings
WSC
$3.9B
– –
-2,049,820
BWIN
245
Baldwin Insurance Group
BWIN
$2.5B
– –
-1,071,136
AMP icon
246
Ameriprise Financial
AMP
$41.5B
– –
-14,691
CART icon
247
Maplebear
CART
$10.1B
– –
-51,381
CHKP icon
248
Check Point Software Technologies
CHKP
$14.3B
– –
-99,472
COST icon
249
Costco
COST
$445B
– –
-92,163
EAT icon
250
Brinker International
EAT
$6.89B
– –
-416,056
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