Westfield Capital Management Portfolio holdings
AUM
$24B
1-Year Est. Return
36.38%
This Fund
S&P 500
1 Year Est. Return
+36.38%
AUM
$24B
AUM Growth
+$172M
(+0.72%)
Holding
274
Top Buys
| 1 | +$128M | |
| 2 | +$110M | |
| 3 | +$105M | |
| 4 |
Dutch Bros
BROS
|
+$101M |
| 5 |
AbbVie
ABBV
|
+$93.8M |
Top Sells
| 1 | +$264M | |
| 2 | +$201M | |
| 3 | +$152M | |
| 4 |
Coherent
COHR
|
+$121M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Alkami Technology
ALKT
$1.78B
| $95M | 0.4% |
4,118,355
+1,023,297
|
|
||
77
Nextpower Inc
NXT
$15B
| $95M | 0.4% |
1,090,300
-307,757
|
|
||
78
Kratos Defense & Security Solutions
KTOS
$16.6B
| $94.6M | 0.39% |
1,245,587
+239,771
|
|
||
79
SharkNinja
SN
$16.3B
| $94M | 0.39% |
840,060
-562,237
|
|
||
80
Oracle
ORCL
$438B
| $92.5M | 0.39% |
474,397
-125,800
|
|
||
81
Rockwell Automation
ROK
$43.1B
| $91M | 0.38% |
233,795
+29,460
|
|
||
82
Houlihan Lokey
HLI
$11.3B
| $90.6M | 0.38% |
520,002
+113,696
|
|
||
83
C.H. Robinson
CHRW
$22.9B
| $89.5M | 0.37% |
556,472
+5,647
|
|
||
84
Option Care Health
OPCH
$4.88B
| $88.1M | 0.37% |
2,765,305
+7,447
|
|
||
85
Burlington
BURL
$18.9B
| $87.3M | 0.36% |
302,307
+96,412
|
|
||
86
TechnipFMC
FTI
$26.1B
| $87M | 0.36% |
1,952,427
+472,317
|
|
||
87
O'Reilly Automotive
ORLY
$79.4B
| $86.9M | 0.36% |
952,702
+135,676
|
|
||
88
IMAX
IMAX
$2.21B
| $86.7M | 0.36% |
2,346,486
+723,861
|
|
||
89
Fabrinet
FN
$20.2B
| $86.6M | 0.36% |
190,170
+27,168
|
|
||
90
Vistra
VST
$55.4B
| $86.1M | 0.36% |
533,945
+41,385
|
|
||
91
FirstCash
FCFS
$8.59B
| $85.7M | 0.36% |
537,734
+115,279
|
|
||
92
Globe Life
GL
$11.5B
| $85.1M | 0.35% |
608,813
+178,171
|
|
||
93
Permian Resources
PR
$13.8B
| $83.5M | 0.35% |
5,951,186
+2,593,470
|
|
||
94
KeyCorp
KEY
$22.3B
| $83.4M | 0.35% |
4,040,297
-439,917
|
|
||
95
Palo Alto Networks
PANW
$129B
| $82.6M | 0.34% |
448,460
+78,101
|
|
||
96
DraftKings
DKNG
$12.5B
| $82.1M | 0.34% |
2,383,054
+302,616
|
|
||
97
Lincoln Electric
LECO
$15.4B
| $80.9M | 0.34% |
337,725
+54,762
|
|
||
98
Procore
PCOR
$8.48B
| $80.4M | 0.33% |
1,105,325
-434,940
|
|
||
99
TransUnion
TRU
$15.2B
| $80.1M | 0.33% |
933,553
-246,601
|
|
||
100
Birkenstock
BIRK
$7.6B
| $80M | 0.33% |
1,954,801
-299,692
|
|