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
$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 31.27%
2 Industrials 21.02%
3 Healthcare 16.43%
4 Financials 10.03%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLXS icon
226
Plexus
PLXS
$5.33B
$752K ﹤0.01%
5,200
BSX icon
227
Boston Scientific
BSX
$110B
$741K ﹤0.01%
7,592
+3,923
MELI icon
228
Mercado Libre
MELI
$102B
$731K ﹤0.01%
313
SLV icon
229
iShares Silver Trust
SLV
$39.3B
$710K ﹤0.01%
16,760
CMA
230
DELISTED
Comerica
CMA
$587K ﹤0.01%
8,560
EQT icon
231
EQT Corp
EQT
$35.7B
$579K ﹤0.01%
10,640
GEHC icon
232
GE HealthCare
GEHC
$35.8B
$325K ﹤0.01%
4,322
-626,861
QURE icon
233
uniQure
QURE
$1.39B
$223K ﹤0.01%
+3,828
IWP icon
234
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$205K ﹤0.01%
+1,441
IONS icon
235
Ionis Pharmaceuticals
IONS
$13.2B
$202K ﹤0.01%
3,093
-6,468
AMAT icon
236
Applied Materials
AMAT
$261B
– –
-694,431
ANF icon
237
Abercrombie & Fitch
ANF
$4.22B
– –
-505,574
OKTA icon
238
Okta
OKTA
$15B
– –
-570,323
BFAM icon
239
Bright Horizons
BFAM
$4.63B
– –
-471,627
AIG icon
240
American International
AIG
$42.4B
– –
-25,843
APO icon
241
Apollo Global Management
APO
$72.6B
– –
-761,721
AVTR icon
242
Avantor
AVTR
$6.23B
– –
-15,348
AVY icon
243
Avery Dennison
AVY
$15.1B
– –
-113,903
AXTA icon
244
Axalta
AXTA
$7.21B
– –
-1,808,608
BMI icon
245
Badger Meter
BMI
$4.67B
– –
-612,809
CLS icon
246
Celestica
CLS
$31.6B
– –
-256,447
CPRT icon
247
Copart
CPRT
$35.5B
– –
-967,903
CRM icon
248
Salesforce
CRM
$174B
– –
-647,474
CSGP icon
249
CoStar Group
CSGP
$19.1B
– –
-74,545
EQIX icon
250
Equinix
EQIX
$94.1B
– –
-7,007
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