Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.45%
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
$207B
$983K ﹤0.01%
3,320
APP icon
227
Applovin
APP
$169B
$865K ﹤0.01%
1,284
BSX icon
228
Boston Scientific
BSX
$78.2B
$827K ﹤0.01%
8,672
+1,080
PLXS icon
229
Plexus
PLXS
$6.85B
$764K ﹤0.01%
5,200
CMA
230
DELISTED
Comerica
CMA
$744K ﹤0.01%
8,560
MELI icon
231
Mercado Libre
MELI
$78.4B
$630K ﹤0.01%
313
EQT icon
232
EQT Corp
EQT
$35.3B
$570K ﹤0.01%
10,640
VRTX icon
233
Vertex Pharmaceuticals
VRTX
$111B
$513K ﹤0.01%
+1,132
CHDN icon
234
Churchill Downs
CHDN
$6B
$493K ﹤0.01%
+4,330
ICLR icon
235
Icon
ICLR
$8.98B
$462K ﹤0.01%
2,534
-393,820
LUNG icon
236
Pulmonx
LUNG
$53.2M
$409K ﹤0.01%
+184,903
CDTX
237
DELISTED
Cidara Therapeutics
CDTX
$312K ﹤0.01%
+1,411
IONS icon
238
Ionis Pharmaceuticals
IONS
$12.2B
$250K ﹤0.01%
3,157
+64
AMAT icon
239
Applied Materials
AMAT
$350B
$241K ﹤0.01%
+936
STAG icon
240
STAG Industrial
STAG
$7.23B
$238K ﹤0.01%
6,467
-159,732
BEAM icon
241
Beam Therapeutics
BEAM
$2.86B
$224K ﹤0.01%
+8,073
SPOT icon
242
Spotify
SPOT
$90B
– –
-84,006
SMCI icon
243
Super Micro Computer
SMCI
$18.8B
– –
-359,439
SLNO icon
244
Soleno Therapeutics
SLNO
$2.76B
– –
-899,157
RIOT icon
245
Riot Platforms
RIOT
$9.07B
– –
-1,350,027
RH icon
246
RH
RH
$2.34B
– –
-332,901
QURE icon
247
uniQure
QURE
$1.69B
– –
-3,828
PRCT icon
248
Procept Biorobotics
PRCT
$1.49B
– –
-1,970,147
PINS icon
249
Pinterest
PINS
$10.9B
– –
-2,023,270
NXPI icon
250
NXP Semiconductors
NXPI
$74.2B
– –
-89,996
7 8 9
10
11