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
+$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$142M
3
+$126M
4
RBLX icon
Roblox
RBLX
+$120M
5
RCL icon
Royal Caribbean
RCL
+$110M

Top Sells

1
+$258M
2
+$157M
3
+$127M
4
AXON icon
Axon Enterprise
AXON
+$114M
5
TEAM icon
Atlassian
TEAM
+$108M

Sector Composition

1 Technology 30.95%
2 Industrials 18.34%
3 Healthcare 16.46%
4 Consumer Discretionary 11.8%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAI
226
Caris Life Sciences
CAI
$7.97B
$802K ﹤0.01%
+30,000
PLXS icon
227
Plexus
PLXS
$4.13B
$704K ﹤0.01%
5,200
ISRG icon
228
Intuitive Surgical
ISRG
$205B
$696K ﹤0.01%
1,280
-1,059
EQT icon
229
EQT Corp
EQT
$33.7B
$621K ﹤0.01%
10,640
TT icon
230
Trane Technologies
TT
$87.1B
$592K ﹤0.01%
1,354
-317
SLV icon
231
iShares Silver Trust
SLV
$38.6B
$550K ﹤0.01%
16,760
CMA icon
232
Comerica
CMA
$11.4B
$511K ﹤0.01%
8,560
TECH icon
233
Bio-Techne
TECH
$9.23B
$492K ﹤0.01%
9,570
-666,838
APP icon
234
Applovin
APP
$236B
$450K ﹤0.01%
1,284
-295,904
NVO icon
235
Novo Nordisk
NVO
$229B
$414K ﹤0.01%
+5,995
BSX icon
236
Boston Scientific
BSX
$142B
$394K ﹤0.01%
3,669
-1,356
IONS icon
237
Ionis Pharmaceuticals
IONS
$13B
$378K ﹤0.01%
+9,561
MEDP icon
238
Medpace
MEDP
$16.1B
$221K ﹤0.01%
+703
AVTR icon
239
Avantor
AVTR
$7.79B
$207K ﹤0.01%
+15,348
ACN icon
240
Accenture
ACN
$167B
– –
-18,581
ALGM icon
241
Allegro MicroSystems
ALGM
$4.97B
– –
-303,672
ANET icon
242
Arista Networks
ANET
$166B
– –
-196,534
BYD icon
243
Boyd Gaming
BYD
$6.77B
– –
-80,958
CAH icon
244
Cardinal Health
CAH
$49.5B
– –
-4,325
CHDN icon
245
Churchill Downs
CHDN
$7.98B
– –
-346,452
CHX
246
DELISTED
ChampionX
CHX
– –
-1,310,725
CMI icon
247
Cummins
CMI
$71.7B
– –
-21,762
COIN icon
248
Coinbase
COIN
$63B
– –
-288,763
CRWD icon
249
CrowdStrike
CRWD
$121B
– –
-105,130
CYTK icon
250
Cytokinetics
CYTK
$7.72B
– –
-1,310,336
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