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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
KNSL icon
126
Kinsale Capital Group
KNSL
$8.51B
$57.6M 0.25%
123,850
-25,367
-17% -$12M
CPRT icon
127
Copart
CPRT
$27.5B
$57.3M 0.25%
998,815
-44,562
-4% -$2.54M
GLOB icon
128
Globant
GLOB
$1.61B
$56.9M 0.25%
265,507
-138,340
-34% -$30.2M
NXPI icon
129
NXP Semiconductors
NXPI
$60.4B
$56.9M 0.25%
273,836
-74,028
-21% -$16.8M
LSPD icon
130
Lightspeed Commerce
LSPD
$1.35B
$56.7M 0.25%
3,724,083
+398,552
+12% +$6.54M
ELF icon
131
e.l.f. Beauty
ELF
$5.81B
$55.9M 0.24%
445,288
+110,545
+33% +$13.3M
FLR icon
132
Fluor
FLR
$7.96B
$55.4M 0.24%
1,123,948
+300,458
+36% +$15.8M
WIX icon
133
WIX.com
WIX
$2.52B
$54.4M 0.24%
+253,593
New +$48.5M
FTI icon
134
TechnipFMC
FTI
$27.3B
$54.3M 0.24%
1,875,923
-2,564
-0.1% -$73K
CHKP icon
135
Check Point Software Technologies
CHKP
$13.1B
$51.3M 0.22%
+274,901
New +$51.8M
ALNY icon
136
Alnylam Pharmaceuticals
ALNY
$29.3B
$50.9M 0.22%
+216,126
New +$56.8M
GEHC icon
137
GE HealthCare
GEHC
$32.4B
$50.7M 0.22%
648,292
-22,447
-3% -$1.91M
TOL icon
138
Toll Brothers
TOL
$14.5B
$50.4M 0.22%
400,069
-322,061
-45% -$47.8M
ALGM icon
139
Allegro MicroSystems
ALGM
$8.16B
$49.1M 0.21%
2,247,672
+233,191
+12% +$4.97M
FANG icon
140
Diamondback Energy
FANG
$52.7B
$48.5M 0.21%
295,886
-6,558
-2% -$1.16M
MTB icon
141
M&T Bank
MTB
$36.2B
$47.5M 0.21%
252,901
+114,007
+82% +$22.7M
ONTO icon
142
Onto Innovation
ONTO
$15.3B
$46.7M 0.2%
+280,183
New +$51.2M
CRWD icon
143
CrowdStrike
CRWD
$218B
$45.4M 0.2%
531,232
-22,672
-4% -$1.88M
XENE icon
144
Xenon Pharmaceuticals
XENE
$6.12B
$45.4M 0.2%
1,157,189
+487,589
+73% +$20.2M
TSCO icon
145
Tractor Supply
TSCO
$18B
$45M 0.2%
848,342
+700,427
+474% +$39.6M
LECO icon
146
Lincoln Electric
LECO
$15.4B
$44.3M 0.19%
236,312
-1,623
-0.7% -$327K
NXT icon
147
Nextpower Inc
NXT
$15.7B
$44.2M 0.19%
1,209,614
+144,493
+14% +$5.29M
AAON icon
148
Aaon
AAON
$7.77B
$43.7M 0.19%
371,554
+361,924
+3,758% +$44.4M
RYAN icon
149
Ryan Specialty Holdings
RYAN
$11B
$42.9M 0.19%
+668,584
New +$46.5M
DAY
150
DELISTED
Dayforce
DAY
$42.8M 0.19%
589,564
+121,766
+26% +$8.83M
4 5
6
7 8

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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.