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 | |
|---|---|---|---|---|---|---|
101
Wintrust Financial
WTFC
$9.73B
| $78.3M | 0.33% |
559,762
+102,798
|
|
||
102
Onto Innovation
ONTO
$10.4B
| $76.3M | 0.32% |
483,082
+8,552
|
|
||
103
UnitedHealth
UNH
$264B
| $76M | 0.32% |
230,278
-10,732
|
|
||
104
Fair Isaac
FICO
$34.4B
| $75.4M | 0.31% |
44,593
+12,125
|
|
||
105
Insmed
INSM
$32.3B
| $75.3M | 0.31% |
432,521
-55,406
|
|
||
106
Braze
BRZE
$2.4B
| $75M | 0.31% |
2,187,275
+9,322
|
|
||
107
Jabil
JBL
$26.9B
| $74.9M | 0.31% |
328,412
+62,265
|
|
||
108
Saia
SAIA
$11.1B
| $74.7M | 0.31% |
228,751
+843
|
|
||
109
Danaher
DHR
$145B
| $73.6M | 0.31% |
321,487
+316,534
|
|
||
110
Applied Industrial Technologies
AIT
$10.4B
| $73.3M | 0.31% |
285,290
+50,556
|
|
||
111
Vulcan Materials
VMC
$39.2B
| $72.5M | 0.3% |
254,044
+17,488
|
|
||
112
F5
FFIV
$15.9B
| $71.8M | 0.3% |
281,299
+265,079
|
|
||
113
Red Rock Resorts
RRR
$3.55B
| $71.7M | 0.3% |
1,157,653
+10,236
|
|
||
114
Silicon Laboratories
SLAB
$6.71B
| $71.5M | 0.3% |
547,403
+205,093
|
|
||
115
IDEX
IEX
$15.5B
| $71.5M | 0.3% |
401,998
+3,715
|
|
||
116
Celsius Holdings
CELH
$11.7B
| $70.6M | 0.29% |
+1,544,215
|
|
||
117
Wynn Resorts
WYNN
$10.7B
| $70M | 0.29% |
581,717
+8,023
|
|
||
118
KKR & Co
KKR
$83.6B
| $69.7M | 0.29% |
546,499
-126,396
|
|
||
|
LGN
119
Legence Corp
LGN
$3.32B
| $69.4M | 0.29% |
+1,613,326
|
|
||
120
Garmin
GRMN
$48.3B
| $68.1M | 0.28% |
+335,744
|
|
||
121
Credo Technology Group
CRDO
$18.5B
| $67.7M | 0.28% |
470,687
-2,154
|
|
||
122
Arthur J. Gallagher & Co
AJG
$57.9B
| $67.2M | 0.28% |
259,491
-8,218
|
|
||
123
MongoDB
MDB
$20.2B
| $67M | 0.28% |
159,529
-21,785
|
|
||
124
Blue Owl Capital
OWL
$6.88B
| $66.1M | 0.28% |
4,423,608
+195,164
|
|
||
125
Adaptive Biotechnologies
ADPT
$2.53B
| $65.9M | 0.27% |
+4,060,481
|
|