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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
+32.34%
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
$30.6B
AUM Growth
+$6.78B
(+28%)
Cap. Flow
+$1.18B
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
29.23%
Holding
318
New
68
Increased
97
Reduced
105
Closed
40
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$620M |
| 2 |
NVIDIA
NVDA
|
+$362M |
| 3 |
Snowflake
SNOW
|
+$187M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$179M |
| 5 |
Gilead Sciences
GILD
|
+$166M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Comfort Systems
FIX
|
+$482M |
| 2 |
Amazon
AMZN
|
+$356M |
| 3 |
Marvell Technology
MRVL
|
+$333M |
| 4 |
Bloom Energy
BE
|
+$303M |
| 5 |
Vertiv
VRT
|
+$275M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.44% |
| 2 | Industrials | 24.01% |
| 3 | Healthcare | 16.38% |
| 4 | Financials | 7.6% |
| 5 | Consumer Discretionary | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Thermo Fisher Scientific
TMO
$234B
| $7.13M | 0.02% |
14,214
+740
| +5% | +$355K |
|
227
Parker-Hannifin
PH
$131B
| $6.96M | 0.02% |
7,115
-51,374
| -88% | -$47.1M |
|
228
Merck
MRK
$378B
| $6.85M | 0.02% |
53,297
+10,396
| +24% | +$1.22M |
|
229
Banco Bilbao Vizcaya Argentaria
BBVA
$160B
| $6.74M | 0.02% |
269,104
+414
| +0.2% | +$9.45K |
|
230
First Citizens BancShares
FCNCA
$24.6B
| $6.63M | 0.02% |
3,185
| – | – |
|
231
Amgen
AMGN
$238B
| $6.17M | 0.02% |
17,047
-5
| -0% | -$1.71K |
|
232
GE Aerospace
GE
$368B
| $5.68M | 0.02% |
+15,191
| New | +$4.76M |
|
233
Williams-Sonoma
WSM
$28B
| $5.5M | 0.02% |
+23,587
| New | +$4.67M |
|
234
Rollins
ROL
$17.7B
| $5.49M | 0.02% |
131,503
+886
| +0.7% | +$45.3K |
|
235
McKesson
MCK
$105B
| $5.21M | 0.02% |
6,895
-6
| -0.1% | -$4.76K |
|
236
HEICO Corp Class A
HEI.A
$35.8B
| $5.19M | 0.02% |
20,130
| – | – |
|
237
Hershey
HSY
$37.2B
| $5.12M | 0.02% |
29,173
+15
| +0.1% | +$2.83K |
|
238
Virtu Financial
VIRT
$5.8B
| $5.1M | 0.02% |
+85,582
| New | +$4.5M |
|
239
Bunge Global
BG
$21.8B
| $4.99M | 0.02% |
+46,759
| New | +$5.75M |
|
240
Equinix
EQIX
$107B
| $4.97M | 0.02% |
+4,772
| New | +$5.11M |
|
241
Southern Copper
SCCO
$180B
| $4.23M | 0.01% |
24,559
-99
| -0.4% | -$17.8K |
|
242
Watsco Inc
WSO
$13B
| $4.09M | 0.01% |
9,807
-15
| -0.2% | -$6.03K |
|
243
FedEx
FDX
$79.5B
| $4.02M | 0.01% |
+12,837
| New | +$4.66M |
|
|
244
Marvell Technology
MRVL
$220B
| $3.93M | 0.01% |
13,193
-1,660,188
| -99% | -$333M |
|
245
Pfizer
PFE
$161B
| $3.9M | 0.01% |
162,023
+28,289
| +21% | +$740K |
|
246
Dominion Energy
D
$58.8B
| $3.62M | 0.01% |
53,050
-212
| -0.4% | -$13.8K |
|
247
VeriSign
VRSN
$26.5B
| $3.55M | 0.01% |
+14,118
| New | +$3.92M |
|
|
248
Bloom Energy
BE
$64.3B
| $3.2M | 0.01% |
10,570
-1,181,002
| -99% | -$303M |
|
249
Antero Midstream
AM
$10.7B
| $3.04M | 0.01% |
+133,412
| New | +$2.9M |
|
250
Home Depot
HD
$334B
| $2.12M | 0.01% |
6,017
-14,388
| -71% | -$4.68M |
|
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FAM
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Westfield Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Westfield Capital Management held 318 positions worth $30.6B, up 28% from $23.8B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Westfield Capital Management deployed $1.18B of net new capital in Q2 2026, opening 68 new positions and adding to 97 existing holdings. Its largest new stake was Carpenter Technology: 314,082 shares worth $194M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 28% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Comfort Systems, an estimated $482M trimmed.
- Westfield Capital Management's largest Q2 2026 buy was Carpenter Technology: 314,082 shares worth $194M.
- Westfield Capital Management added most to Alphabet (Google) Class A in Q2 2026, an estimated $620M increase.
- Westfield Capital Management's biggest Q2 2026 reduction was Comfort Systems, cutting an estimated $482M.
- Westfield Capital Management fully exited Kratos Defense & Security Solutions in Q2 2026, selling an estimated $110M.
- Westfield Capital Management's ten largest holdings make up 29% of its $30.6B portfolio in Q2 2026.
- Westfield Capital Management opened 68 new positions and closed 40 in Q2 2026.
- Westfield Capital Management's portfolio value rose 28% quarter-over-quarter to $30.6B.
Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.