We are live on ! Find out more
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
-6.35%
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
$20.5B
AUM Growth
-$2.42B
Cap. Flow
-$257M
Cap. Flow %
-1.25%
Top 10 Hldgs %
29.42%
Holding
285
New
46
Increased
76
Reduced
111
Closed
41

Top Buys

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$179M
2
HWM icon
Howmet Aerospace
HWM
+$144M
3
DKS icon
Dick's Sporting Goods
DKS
+$134M
4
CHKP icon
Check Point Software Technologies
CHKP
+$125M
5
AXON
Axon Enterprise
AXON
+$125M

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$161M
2
VRT icon
Vertiv
VRT
+$143M
3
FLYW icon
Flywire
FLYW
+$134M
4
XYZ
Block Inc
XYZ
+$120M
5
PTC icon
PTC
PTC
+$117M

Sector Composition

Rank Sector Weight
1 Technology 30.78%
2 Healthcare 17.36%
3 Industrials 16.43%
4 Financials 12.5%
5 Consumer Discretionary 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
101
Datadog
DDOG
$84B
$63.5M 0.31%
640,549
+74,141
+13% +$9.36M
ICLR icon
102
Icon
ICLR
$12.7B
$63.3M 0.31%
361,912
-241,087
-40% -$46.7M
MRUS
103
DELISTED
Merus
MRUS
$63.2M 0.31%
1,501,220
+508,063
+51% +$22.2M
OKTA icon
104
Okta
OKTA
$25.8B
$60.9M 0.3%
578,946
-223,480
-28% -$21.8M
S icon
105
SentinelOne
S
$7.34B
$59.7M 0.29%
3,286,406
-8,289
-0.3% -$180K
WIX icon
106
WIX.com
WIX
$2.52B
$59.5M 0.29%
364,332
+110,739
+44% +$23M
VMC icon
107
Vulcan Materials
VMC
$36.9B
$59.4M 0.29%
254,781
-25,419
-9% -$6.46M
RRR icon
108
Red Rock Resorts
RRR
$3.62B
$59M 0.29%
1,360,609
+1,422
+0.1% +$67.3K
HOOD icon
109
Robinhood
HOOD
$83.9B
$58.9M 0.29%
+1,415,103
New +$67.3M
HLT icon
110
Hilton Worldwide
HLT
$71.5B
$57.2M 0.28%
251,474
-1,707
-0.7% -$425K
ROK icon
111
Rockwell Automation
ROK
$49B
$56.8M 0.28%
219,860
-1,490
-0.7% -$415K
AXTA icon
112
Axalta
AXTA
$8.17B
$56.8M 0.28%
1,712,448
-636,870
-27% -$22.6M
RMBS icon
113
Rambus
RMBS
$11B
$56.4M 0.27%
1,089,081
-300,457
-22% -$17.6M
CPRT icon
114
Copart
CPRT
$27.5B
$56.1M 0.27%
991,920
-6,895
-0.7% -$388K
MLTX icon
115
MoonLake Immunotherapeutics
MLTX
$1.55B
$56.1M 0.27%
1,434,770
+123,151
+9% +$5.31M
FANG icon
116
Diamondback Energy
FANG
$52.7B
$55.1M 0.27%
344,596
+48,710
+16% +$7.85M
AVNT icon
117
Avient
AVNT
$4.19B
$54.8M 0.27%
1,475,318
-236,434
-14% -$9.78M
BRZE icon
118
Braze
BRZE
$2.99B
$54.6M 0.27%
+1,514,513
New +$60.9M
MWA icon
119
Mueller Water Products
MWA
$4.16B
$53.9M 0.26%
+2,118,561
New +$53.1M
LRCX icon
120
Lam Research
LRCX
$390B
$53.5M 0.26%
736,520
-520,350
-41% -$41M
CYTK icon
121
Cytokinetics
CYTK
$10.4B
$52.7M 0.26%
1,310,336
+30,346
+2% +$1.39M
NXT icon
122
Nextpower Inc
NXT
$15.7B
$52.4M 0.25%
1,243,151
+33,537
+3% +$1.49M
GEHC icon
123
GE HealthCare
GEHC
$32.4B
$52M 0.25%
644,607
-3,685
-0.6% -$317K
ALNY icon
124
Alnylam Pharmaceuticals
ALNY
$29.3B
$51.9M 0.25%
192,172
-23,954
-11% -$6.16M
WNS
125
DELISTED
WNS Holdings
WNS
$51.7M 0.25%
+840,983
New +$48M
3 4
5
6 7

Similar funds

Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
JG
Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Westfield Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Westfield Capital Management held 285 positions worth $20.5B, down 11% from $23B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Westfield Capital Management's Q1 2025 filing shows 46 new, 76 increased, 111 reduced and 41 closed positions. Its largest new stake was MongoDB: 733,787 shares worth $129M. The largest sale was Chipotle Mexican Grill, an estimated $161M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Westfield Capital Management's largest Q1 2025 buy was MongoDB: 733,787 shares worth $129M.
  • Westfield Capital Management added most to Dick's Sporting Goods in Q1 2025, an estimated $134M increase.
  • Westfield Capital Management's biggest Q1 2025 reduction was Vertiv, cutting an estimated $143M.
  • Westfield Capital Management fully exited Chipotle Mexican Grill in Q1 2025, selling an estimated $161M.
  • Westfield Capital Management's ten largest holdings make up 29% of its $20.5B portfolio in Q1 2025.
  • Westfield Capital Management opened 46 new positions and closed 41 in Q1 2025.
  • Westfield Capital Management's portfolio value fell 11% quarter-over-quarter to $20.5B.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.