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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
+9.05%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.69%
AUM
$23B
AUM Growth
+$838M
Cap. Flow
-$176M
Cap. Flow %
-0.76%
Top 10 Hldgs %
29.2%
Holding
278
New
31
Increased
100
Reduced
95
Closed
39

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$160M
2
FTAI icon
FTAI Aviation
FTAI
+$122M
3
XYZ
Block Inc
XYZ
+$116M
4
CSX icon
CSX Corp
CSX
+$115M
5
GKOS icon
Glaukos
GKOS
+$111M

Top Sells

Rank Stock Value
1
AXON
Axon Enterprise
AXON
+$250M
2
SAP icon
SAP
SAP
+$154M
3
CDNS icon
Cadence Design Systems
CDNS
+$145M
4
MDB icon
MongoDB
MDB
+$134M
5
SUI icon
Sun Communities
SUI
+$130M

Sector Composition

Rank Sector Weight
1 Technology 32.61%
2 Industrials 17.89%
3 Healthcare 15.99%
4 Consumer Discretionary 11.72%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPRO icon
276
Expro Ltd
XPRO
$1.91B
– –
-1,542,292
Closed -$26.5M
ZS icon
277
Zscaler
ZS
$27.3B
– –
-399,516
Closed -$68.3M
ALAB icon
278
Astera Labs
ALAB
$58B
– –
-993,482
Closed -$52M
8 9 10 11
12

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Westfield Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Westfield Capital Management held 278 positions worth $23B, up 3.8% from $22.1B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Westfield Capital Management's Q4 2024 filing shows 31 new, 100 increased, 95 reduced and 39 closed positions. Its largest new stake was Block Inc: 1,416,339 shares worth $120M. The largest sale was Axon Enterprise, an estimated $250M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Westfield Capital Management's largest Q4 2024 buy was Block Inc: 1,416,339 shares worth $120M.
  • Westfield Capital Management added most to Eli Lilly in Q4 2024, an estimated $160M increase.
  • Westfield Capital Management's biggest Q4 2024 reduction was Axon Enterprise, cutting an estimated $250M.
  • Westfield Capital Management fully exited Cadence Design Systems in Q4 2024, selling an estimated $145M.
  • Westfield Capital Management's ten largest holdings make up 29% of its $23B portfolio in Q4 2024.
  • Westfield Capital Management opened 31 new positions and closed 39 in Q4 2024.
  • Westfield Capital Management's portfolio value rose 3.8% quarter-over-quarter to $23B.

Based on Westfield Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.