Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 41.68%
This Quarter Est. Return
1 Year Est. Return
+41.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.8B
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$142M
3
+$109M
4
KRMN
Karman Holdings
KRMN
+$103M
5
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$91.9M

Top Sells

1
+$194M
2
+$182M
3
+$177M
4
BMI icon
Badger Meter
BMI
+$150M
5
TXRH icon
Texas Roadhouse
TXRH
+$132M

Sector Composition

1 Technology 31.49%
2 Industrials 21.02%
3 Healthcare 16.43%
4 Consumer Discretionary 9.86%
5 Financials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLXS icon
226
Plexus
PLXS
$4.85B
$752K ﹤0.01%
5,200
BSX icon
227
Boston Scientific
BSX
$131B
$741K ﹤0.01%
7,592
+3,923
MELI icon
228
Mercado Libre
MELI
$105B
$731K ﹤0.01%
313
SLV icon
229
iShares Silver Trust
SLV
$46.7B
$710K ﹤0.01%
16,760
CMA icon
230
Comerica
CMA
$11.7B
$587K ﹤0.01%
8,560
EQT icon
231
EQT Corp
EQT
$31.5B
$579K ﹤0.01%
10,640
GEHC icon
232
GE HealthCare
GEHC
$37.2B
$325K ﹤0.01%
4,322
-626,861
QURE icon
233
uniQure
QURE
$1.42B
$223K ﹤0.01%
+3,828
IWP icon
234
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$205K ﹤0.01%
+1,441
IONS icon
235
Ionis Pharmaceuticals
IONS
$12.4B
$202K ﹤0.01%
3,093
-6,468
OKTA icon
236
Okta
OKTA
$15.9B
– –
-570,323
PCTY icon
237
Paylocity
PCTY
$7.62B
– –
-18,840
PG icon
238
Procter & Gamble
PG
$338B
– –
-48,627
PGR icon
239
Progressive
PGR
$119B
– –
-450,331
SFM icon
240
Sprouts Farmers Market
SFM
$7.65B
– –
-478,370
SNY icon
241
Sanofi
SNY
$113B
– –
-86,114
TECH icon
242
Bio-Techne
TECH
$10.7B
– –
-9,570
TW icon
243
Tradeweb Markets
TW
$22.7B
– –
-447,615
TXRH icon
244
Texas Roadhouse
TXRH
$12.9B
– –
-705,622
UNP icon
245
Union Pacific
UNP
$136B
– –
-400,295
VRNA
246
DELISTED
Verona Pharma
VRNA
– –
-539,813
WDC icon
247
Western Digital
WDC
$75.7B
– –
-862,236
WIX icon
248
WIX.com
WIX
$4.4B
– –
-385,952
WLY icon
249
John Wiley & Sons Class A
WLY
$1.63B
– –
-169,768
CAI
250
Caris Life Sciences
CAI
$7.56B
– –
-30,000
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