Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Return 35.69%
This Quarter Return
+22.24%
1 Year Return
+35.69%
3 Year Return
+149.71%
5 Year Return
+223.91%
10 Year Return
+784.38%
AUM
$23.8B
AUM Growth
+$3.29B
Cap. Flow
-$85.7M
Cap. Flow %
-0.36%
Top 10 Hldgs %
29.73%
Holding
282
New
38
Increased
72
Reduced
115
Closed
43

Top Buys

1
HWM icon
Howmet Aerospace
HWM
$145M
2
AZO icon
AutoZone
AZO
$142M
3
AMAT icon
Applied Materials
AMAT
$126M
4
RBLX icon
Roblox
RBLX
$120M
5
RCL icon
Royal Caribbean
RCL
$110M

Top Sells

1
PLTR icon
Palantir
PLTR
$258M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
$157M
3
DKS icon
Dick's Sporting Goods
DKS
$127M
4
AXON icon
Axon Enterprise
AXON
$114M
5
TEAM icon
Atlassian
TEAM
$108M

Sector Composition

1 Technology 30.95%
2 Industrials 18.34%
3 Healthcare 16.46%
4 Consumer Discretionary 11.8%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PRCT icon
76
Procept Biorobotics
PRCT
$2.25B
$92.1M 0.39%
1,598,349
+849,792
+114% +$48.9M
DASH icon
77
DoorDash
DASH
$107B
$90.8M 0.38%
+368,152
New +$90.8M
NET icon
78
Cloudflare
NET
$76.3B
$87.9M 0.37%
+448,696
New +$87.9M
RYAN icon
79
Ryan Specialty Holdings
RYAN
$6.96B
$87M 0.36%
1,279,815
+201,582
+19% +$13.7M
IT icon
80
Gartner
IT
$18.4B
$86.1M 0.36%
212,927
+198,557
+1,382% +$80.3M
RKLB icon
81
Rocket Lab Corporation Common Stock
RKLB
$22.3B
$84.6M 0.35%
2,365,048
-221,484
-9% -$7.92M
KMPR icon
82
Kemper
KMPR
$3.36B
$84.6M 0.35%
1,310,206
+117,542
+10% +$7.59M
SNOW icon
83
Snowflake
SNOW
$76.1B
$83.6M 0.35%
+373,623
New +$83.6M
MSCI icon
84
MSCI
MSCI
$43.4B
$83.3M 0.35%
144,360
-31,276
-18% -$18M
BIRK icon
85
Birkenstock
BIRK
$9.04B
$82.5M 0.35%
1,676,950
+104,265
+7% +$5.13M
KEY icon
86
KeyCorp
KEY
$20.7B
$81.5M 0.34%
4,678,788
+1,710,253
+58% +$29.8M
TRU icon
87
TransUnion
TRU
$18.2B
$81.2M 0.34%
922,286
+92,258
+11% +$8.12M
ICE icon
88
Intercontinental Exchange
ICE
$99.1B
$80.9M 0.34%
+440,726
New +$80.9M
COR icon
89
Cencora
COR
$57B
$80.6M 0.34%
268,752
-20,217
-7% -$6.06M
SFM icon
90
Sprouts Farmers Market
SFM
$13.6B
$78.8M 0.33%
478,370
+8,645
+2% +$1.42M
WSC icon
91
WillScot Mobile Mini Holdings
WSC
$4.26B
$78.4M 0.33%
2,861,031
+57,946
+2% +$1.59M
FICO icon
92
Fair Isaac
FICO
$36.7B
$77.3M 0.32%
42,304
-6,523
-13% -$11.9M
IEX icon
93
IDEX
IEX
$12.4B
$77M 0.32%
438,664
-6,539
-1% -$1.15M
UNH icon
94
UnitedHealth
UNH
$291B
$71.8M 0.3%
230,033
-6,141
-3% -$1.92M
NXT icon
95
Nextracker
NXT
$10.3B
$71.6M 0.3%
1,317,564
+74,413
+6% +$4.05M
AME icon
96
Ametek
AME
$43.4B
$71.6M 0.3%
395,416
-11,462
-3% -$2.07M
ROK icon
97
Rockwell Automation
ROK
$38.8B
$71.3M 0.3%
214,680
-5,180
-2% -$1.72M
PINS icon
98
Pinterest
PINS
$25.7B
$71.2M 0.3%
+1,986,093
New +$71.2M
TOST icon
99
Toast
TOST
$23.2B
$71M 0.3%
1,602,654
+1,372,686
+597% +$60.8M
HUBS icon
100
HubSpot
HUBS
$26.1B
$69.8M 0.29%
125,407
-41,250
-25% -$23M
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4
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