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Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
49.45%
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$23.8B
AUM Growth
-$170M
(-0.71%)
Cap. Flow
+$283M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37
Top Buys
| 1 |
Insmed
INSM
|
+$159M |
| 2 |
Amer Sports
AS
|
+$144M |
| 3 |
FTAI Aviation
FTAI
|
+$132M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| 1 |
MASI
Masimo
MASI
|
+$185M |
| 2 |
Bank of America
BAC
|
+$142M |
| 3 |
Commault Systems
CVLT
|
+$133M |
| 4 |
Atlassian
TEAM
|
+$132M |
| 5 |
Revolution Medicines
RVMD
|
+$130M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Industrials | 25.27% |
| 3 | Healthcare | 15.8% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Financials | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
ADMA Biologics
ADMA
$2.08B
| – | – |
-6,992,907
| Closed | -$128M |
|
252
Arthur J. Gallagher & Co
AJG
$67.1B
| – | – |
-259,491
| Closed | -$67.2M |
|
253
Alkami Technology
ALKT
$1.89B
| – | – |
-4,118,355
| Closed | -$95M |
|
|
BCYC
254
Bicycle Therapeutics
BCYC
$304M
| – | – |
-3,016,026
| Closed | -$21.4M |
|
255
Beam Therapeutics
BEAM
$3.19B
| – | – |
-8,073
| Closed | -$224K |
|
256
Bio-Rad Laboratories Class A
BIO
$7.96B
| – | – |
-165,107
| Closed | -$50M |
|
257
Booking.com
BKNG
$136B
| – | – |
-5,250
| Closed | -$1.12M |
|
258
Builders FirstSource
BLDR
$7.91B
| – | – |
-475,697
| Closed | -$48.9M |
|
259
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-2,350
| Closed | -$1.18M |
|
260
Burlington
BURL
$20.6B
| – | – |
-302,307
| Closed | -$87.3M |
|
|
CDTX
261
DELISTED
Cidara Therapeutics
CDTX
| – | – |
-1,411
| Closed | -$312K |
|
262
Churchill Downs
CHDN
$5.84B
| – | – |
-4,330
| Closed | -$493K |
|
|
CMA
263
DELISTED
Comerica
CMA
| – | – |
-8,560
| Closed | -$744K |
|
264
CME Group
CME
$88.6B
| – | – |
-21,785
| Closed | -$5.95M |
|
265
Cintas
CTAS
$73.5B
| – | – |
-42,271
| Closed | -$7.95M |
|
|
266
Commault Systems
CVLT
$6.16B
| – | – |
-1,057,077
| Closed | -$133M |
|
267
DraftKings
DKNG
$13.1B
| – | – |
-2,383,054
| Closed | -$82.1M |
|
268
FNB Corp
FNB
$6.74B
| – | – |
-2,903,113
| Closed | -$49.6M |
|
269
FormFactor
FORM
$8.6B
| – | – |
-449,604
| Closed | -$25.1M |
|
270
Halliburton
HAL
$29.4B
| – | – |
-136,881
| Closed | -$3.87M |
|
271
Icon
ICLR
$12.8B
| – | – |
-2,534
| Closed | -$462K |
|
272
iRhythm Holdings
IRTC
$3.9B
| – | – |
-325,063
| Closed | -$57.7M |
|
273
iShares Core S&P US Growth ETF
IUSG
$31.9B
| – | – |
-66,532
| Closed | -$11.2M |
|
274
Mercado Libre
MELI
$94.7B
| – | – |
-313
| Closed | -$630K |
|
275
Oracle
ORCL
$379B
| – | – |
-474,397
| Closed | -$92.5M |
|
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