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
FIS icon
251
Fidelity National Information Services
FIS
$24.3B
– –
-73,340
FLR icon
252
Fluor
FLR
$7.36B
– –
-818,396
G icon
253
Genpact
G
$6.19B
– –
-102,176
GLOB icon
254
Globant
GLOB
$2.17B
– –
-1,100,526
GPN icon
255
Global Payments
GPN
$19.3B
– –
-43,566
INTA icon
256
Intapp
INTA
$1.88B
– –
-748,884
INTU icon
257
Intuit
INTU
$111B
– –
-1,410
ISRG icon
258
Intuitive Surgical
ISRG
$170B
– –
-1,280
ITW icon
259
Illinois Tool Works
ITW
$86.6B
– –
-8,882
KMPR icon
260
Kemper
KMPR
$1.9B
– –
-1,310,206
LNTH icon
261
Lantheus
LNTH
$4.56B
– –
-1,495,072
LRN icon
262
Stride
LRN
$3.6B
– –
-126,656
MCD icon
263
McDonald's
MCD
$236B
– –
-18,155
MEDP icon
264
Medpace
MEDP
$11.8B
– –
-703
MKC icon
265
McCormick & Company Non-Voting
MKC
$19.2B
– –
-556,692
MLTX icon
266
MoonLake Immunotherapeutics
MLTX
$1.11B
– –
-1,259,376
MWA icon
267
Mueller Water Products
MWA
$4.68B
– –
-2,166,945
NVO icon
268
Novo Nordisk
NVO
$218B
– –
-5,995
PCTY icon
269
Paylocity
PCTY
$5.61B
– –
-18,840
PG icon
270
Procter & Gamble
PG
$375B
– –
-48,627
PGR icon
271
Progressive
PGR
$120B
– –
-450,331
SFM icon
272
Sprouts Farmers Market
SFM
$6.59B
– –
-478,370
SNY icon
273
Sanofi
SNY
$114B
– –
-86,114
TECH icon
274
Bio-Techne
TECH
$9.32B
– –
-9,570
TW icon
275
Tradeweb Markets
TW
$24.7B
– –
-447,615
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