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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
AVNT icon
101
Avient
AVNT
$4.19B
$69.9M 0.3%
1,711,752
+189,096
+12% +$9.16M
IRTC icon
102
iRhythm Holdings
IRTC
$4.2B
$69M 0.3%
765,253
+236,962
+45% +$18.6M
APO icon
103
Apollo Global Management
APO
$73.4B
$68.2M 0.3%
412,887
-327,246
-44% -$51.8M
NU icon
104
Nu Holdings
NU
$66.9B
$68.1M 0.3%
6,571,958
+702,099
+12% +$9.34M
DSGX icon
105
Descartes Systems
DSGX
$6.82B
$67.6M 0.29%
595,448
+10,285
+2% +$1.15M
EAT icon
106
Brinker International
EAT
$9.66B
$65.2M 0.28%
+492,816
New +$55.5M
PRI icon
107
Primerica
PRI
$9.89B
$65.2M 0.28%
240,130
+46,121
+24% +$13.1M
INSM icon
108
Insmed
INSM
$28.6B
$64.8M 0.28%
938,551
+686,812
+273% +$49.5M
RKLB icon
109
Rocket Lab Corp
RKLB
$51.8B
$64.2M 0.28%
+2,521,277
New +$44.3M
WING icon
110
Wingstop
WING
$3.18B
$64M 0.28%
225,366
-50,359
-18% -$17.1M
VST icon
111
Vistra
VST
$47.4B
$63.7M 0.28%
462,164
+135,042
+41% +$18.7M
ROK icon
112
Rockwell Automation
ROK
$49B
$63.3M 0.28%
221,350
-7,709
-3% -$2.17M
OKTA icon
113
Okta
OKTA
$25.8B
$63.2M 0.28%
+802,426
New +$62.2M
HAE icon
114
Haemonetics
HAE
$4B
$62.9M 0.27%
805,916
-17,747
-2% -$1.43M
RRR icon
115
Red Rock Resorts
RRR
$3.62B
$62.8M 0.27%
1,359,187
+224,678
+20% +$11.4M
PLMR icon
116
Palomar
PLMR
$3.45B
$62.7M 0.27%
593,460
+199,052
+50% +$20.2M
HLT icon
117
Hilton Worldwide
HLT
$71.5B
$62.6M 0.27%
253,181
-8,110
-3% -$1.98M
TLN
118
Talen Energy Corp
TLN
$16.7B
$62M 0.27%
+307,497
New +$60M
MOG.A icon
119
Moog Inc Class A
MOG.A
$12.8B
$61.9M 0.27%
314,439
-192,580
-38% -$39.5M
TER icon
120
Teradyne
TER
$59.3B
$61.4M 0.27%
487,841
+153,163
+46% +$18.1M
CYTK icon
121
Cytokinetics
CYTK
$10.4B
$60.2M 0.26%
1,279,990
+67,104
+6% +$3.49M
WCN
122
Waste Connections
WCN
$42B
$59.6M 0.26%
347,531
-7,075
-2% -$1.29M
NOG icon
123
Northern Oil and Gas
NOG
$2.35B
$59.5M 0.26%
1,600,431
+176,897
+12% +$6.93M
RCKT icon
124
Rocket Pharmaceuticals
RCKT
$394M
$59.3M 0.26%
4,714,610
+220,777
+5% +$3.32M
COO icon
125
Cooper Companies
COO
$14.5B
$58.1M 0.25%
631,620
+85,776
+16% +$8.74M
3 4
5
6 7

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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.