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
+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
BAH icon
151
Booz Allen Hamilton
BAH
$9.15B
$42.4M 0.18%
329,071
+32,014
+11% +$4.97M
VECO icon
152
Veeco
VECO
$3.23B
$42.4M 0.18%
1,580,245
+404,486
+34% +$11.7M
PRCT icon
153
Procept Biorobotics
PRCT
$1.17B
$42.1M 0.18%
522,663
-383,018
-42% -$32.7M
LYV icon
154
Live Nation Entertainment
LYV
$42.1B
$42.1M 0.18%
+324,801
New +$40.9M
MRUS
155
DELISTED
Merus
MRUS
$41.8M 0.18%
993,157
+384,700
+63% +$18.5M
KEY icon
156
KeyCorp
KEY
$24.4B
$41.5M 0.18%
2,424,019
+528,293
+28% +$9.48M
WTFC icon
157
Wintrust Financial
WTFC
$10.7B
$40.6M 0.18%
325,495
+88,184
+37% +$10.9M
SLNO
158
DELISTED
Soleno Therapeutics
SLNO
$39.6M 0.17%
881,460
+385,752
+78% +$20M
DOCU
159
DocuSign
DOCU
$11.5B
$39.5M 0.17%
+438,710
New +$35M
LSCC icon
160
Lattice Semiconductor
LSCC
$18.5B
$39.1M 0.17%
690,222
-29,472
-4% -$1.62M
AIT icon
161
Applied Industrial Technologies
AIT
$13.3B
$39M 0.17%
162,829
+18,372
+13% +$4.58M
BCYC
162
Bicycle Therapeutics
BCYC
$292M
$36.5M 0.16%
2,610,337
+759,392
+41% +$16.3M
RVLV icon
163
Revolve Group
RVLV
$1.73B
$35.7M 0.16%
1,066,254
-184,718
-15% -$5.72M
CHX
164
DELISTED
ChampionX
CHX
$34.6M 0.15%
1,273,972
+140,109
+12% +$4.17M
WAL icon
165
Western Alliance Bancorporation
WAL
$8.87B
$33.6M 0.15%
402,145
-41,680
-9% -$3.67M
BWIN
166
Baldwin Insurance Group
BWIN
$2.86B
$32.8M 0.14%
847,494
+129,030
+18% +$6.02M
ETNB
167
DELISTED
89bio
ETNB
$30.4M 0.13%
3,886,794
+880,756
+29% +$7.25M
OS
168
DELISTED
OneStream Inc
OS
$30.2M 0.13%
1,057,824
+451,168
+74% +$13.8M
PRIM icon
169
Primoris Services
PRIM
$4.45B
$27M 0.12%
+353,015
New +$25.8M
OSCR icon
170
Oscar Health
OSCR
$8.61B
$26.9M 0.12%
1,998,770
+704,490
+54% +$11.3M
EWBC icon
171
East-West Bancorp
EWBC
$18B
$25.8M 0.11%
269,750
-250,906
-48% -$24.6M
ICHR icon
172
Ichor Holdings
ICHR
$2.56B
$25.5M 0.11%
792,879
+212,061
+37% +$6.56M
EXTR icon
173
Extreme Networks
EXTR
$3.15B
$24.9M 0.11%
+1,490,118
New +$24.1M
ENSG icon
174
The Ensign Group
ENSG
$10.7B
$19.6M 0.09%
147,602
+16,581
+13% +$2.41M
GENI icon
175
Genius Sports
GENI
$2.11B
$18.4M 0.08%
+2,128,978
New +$17.8M
5 6
7
8 9

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 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.