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
NOG icon
251
Northern Oil and Gas
NOG
$2.55B
– –
-1,899,017
MRUS
252
DELISTED
Merus
MRUS
– –
-2,132,489
KR icon
253
Kroger
KR
$40.4B
– –
-63,932
KNSL icon
254
Kinsale Capital Group
KNSL
$7.16B
– –
-142,146
KD icon
255
Kyndryl
KD
$2.54B
– –
-1,315,656
IP icon
256
International Paper
IP
$16.2B
– –
-2,341,336
ICE icon
257
Intercontinental Exchange
ICE
$87.3B
– –
-378,565
GKOS icon
258
Glaukos
GKOS
$8.39B
– –
-1,231,641
CHKP icon
259
Check Point Software Technologies
CHKP
$12.9B
– –
-99,472
COST icon
260
Costco
COST
$464B
– –
-92,163
EAT icon
261
Brinker International
EAT
$5.81B
– –
-416,056
ENTG icon
262
Entegris
ENTG
$20.3B
– –
-460,440
ETNB
263
DELISTED
89bio
ETNB
– –
-3,291,369
FOUR icon
264
Shift4
FOUR
$3.42B
– –
-653,828
GEHC icon
265
GE HealthCare
GEHC
$28B
– –
-4,322
TTMI icon
266
TTM Technologies
TTMI
$17.4B
– –
-994,282
TWLO icon
267
Twilio
TWLO
$30.5B
– –
-591,367
VEEV icon
268
Veeva Systems
VEEV
$26.2B
– –
-217,754
WELL icon
269
Welltower
WELL
$151B
– –
-32,189
WM icon
270
Waste Management
WM
$88.2B
– –
-18,777
WSC icon
271
WillScot Mobile Mini Holdings
WSC
$4.46B
– –
-2,049,820
BWIN
272
Baldwin Insurance Group
BWIN
$1.96B
– –
-1,071,136
AMP icon
273
Ameriprise Financial
AMP
$42.6B
– –
-14,691
CART icon
274
Maplebear
CART
$9.35B
– –
-51,381
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