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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
RRX icon
26
Regal Rexnord
RRX
$11.9B
$177M 0.77%
1,138,781
+159,260
+16% +$26.9M
LLY icon
27
Eli Lilly
LLY
$1.06T
$170M 0.74%
219,993
+193,642
+735% +$160M
ARES icon
28
Ares Management
ARES
$30.9B
$169M 0.74%
953,770
-38,704
-4% -$6.6M
OPCH icon
29
Option Care Health
OPCH
$3.56B
$169M 0.73%
7,265,228
+773,076
+12% +$19.5M
UNH icon
30
UnitedHealth
UNH
$370B
$166M 0.72%
329,064
+140,934
+75% +$80.1M
MNDY icon
31
monday.com
MNDY
$3.94B
$164M 0.72%
697,900
+97,521
+16% +$27M
CMG icon
32
Chipotle Mexican Grill
CMG
$41.5B
$161M 0.7%
2,675,519
-28,432
-1% -$1.71M
PODD icon
33
Insulet
PODD
$9.79B
$161M 0.7%
617,796
-137,076
-18% -$34.5M
FOUR icon
34
Shift4
FOUR
$3.26B
$161M 0.7%
1,551,549
+96,464
+7% +$9.58M
CWST icon
35
Casella Waste Systems
CWST
$5.69B
$161M 0.7%
1,520,303
+569,819
+60% +$60.2M
KD icon
36
Kyndryl
KD
$3.05B
$159M 0.69%
4,609,799
+1,350,717
+41% +$39.3M
TSM icon
37
TSMC
TSM
$2.18T
$159M 0.69%
803,686
-130,570
-14% -$25.3M
IOT icon
38
Samsara
IOT
$23.8B
$157M 0.69%
3,603,576
+96,895
+3% +$4.77M
DKNG icon
39
DraftKings
DKNG
$11.9B
$157M 0.68%
4,223,007
+524,981
+14% +$20.8M
TEAM icon
40
Atlassian
TEAM
$37.8B
$155M 0.68%
637,778
+277,921
+77% +$63.6M
SAIA icon
41
Saia
SAIA
$9.72B
$155M 0.67%
339,784
+36,202
+12% +$17.9M
DT icon
42
Dynatrace
DT
$14.2B
$155M 0.67%
2,848,601
+144,829
+5% +$7.9M
PLTR icon
43
Palantir
PLTR
$413B
$144M 0.63%
1,908,976
-1,010,034
-35% -$58.8M
LNTH icon
44
Lantheus
LNTH
$6.59B
$139M 0.61%
1,555,093
+36,628
+2% +$3.57M
ORCL icon
45
Oracle
ORCL
$423B
$139M 0.6%
831,545
+242,703
+41% +$43.1M
COST icon
46
Costco
COST
$420B
$136M 0.59%
148,514
+698
+0.5% +$648K
FLYW icon
47
Flywire
FLYW
$2.16B
$134M 0.58%
6,516,044
+289,132
+5% +$5.65M
PCOR icon
48
Procore
PCOR
$8.67B
$131M 0.57%
1,753,156
+786,941
+81% +$55.8M
MTSI icon
49
MACOM Technology Solutions
MTSI
$23.7B
$129M 0.56%
990,679
-219,868
-18% -$27.7M
MASI
50
DELISTED
Masimo
MASI
$127M 0.55%
768,858
-625,198
-45% -$98.7M
1
2
3 4 5

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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.