Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $24B
1-Year Est. Return 36.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$110M
3
+$105M
4
BROS icon
Dutch Bros
BROS
+$101M
5
ABBV icon
AbbVie
ABBV
+$93.8M

Top Sells

1
+$264M
2
+$201M
3
+$152M
4
COHR icon
Coherent
COHR
+$121M
5
MNDY icon
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
BCYC
176
Bicycle Therapeutics
BCYC
$369M
$21.4M 0.09%
3,016,026
+63,483
RGTI icon
177
Rigetti Computing
RGTI
$6.49B
$20.7M 0.09%
+935,778
CORZ icon
178
Core Scientific
CORZ
$6.32B
$20.3M 0.08%
1,392,132
-600,603
GOOG icon
179
Alphabet (Google) Class C
GOOG
$4.07T
$14.4M 0.06%
45,820
+5,157
MLI icon
180
Mueller Industries
MLI
$13.2B
$14.3M 0.06%
124,927
-2,908
WMB icon
181
Williams Companies
WMB
$87B
$13.9M 0.06%
231,177
+30,112
PTRN
182
Pattern Group Inc
PTRN
$2.43B
$13.7M 0.06%
1,184,716
+48,837
IUSG icon
183
iShares Core S&P US Growth ETF
IUSG
$29.4B
$11.2M 0.05%
+66,532
KO icon
184
Coca-Cola
KO
$325B
$9.27M 0.04%
132,670
-3,075
SMFG icon
185
Sumitomo Mitsui Financial
SMFG
$135B
$8.77M 0.04%
453,681
-5,786
WFC icon
186
Wells Fargo
WFC
$251B
$8.1M 0.03%
86,942
-1,234
MUFG icon
187
Mitsubishi UFJ Financial
MUFG
$206B
$8.1M 0.03%
510,711
-6,518
CTAS icon
188
Cintas
CTAS
$71.3B
$7.95M 0.03%
42,271
-988
TMO icon
189
Thermo Fisher Scientific
TMO
$196B
$7.93M 0.03%
13,681
WMT icon
190
Walmart Inc
WMT
$1.02T
$7.9M 0.03%
70,910
+6,008
CMI icon
191
Cummins
CMI
$87.5B
$7.8M 0.03%
+15,274
TJX icon
192
TJX Companies
TJX
$178B
$7.43M 0.03%
48,343
-1,618
CIEN icon
193
Ciena
CIEN
$71B
$7.43M 0.03%
31,750
HD icon
194
Home Depot
HD
$348B
$7M 0.03%
20,347
+14,330
JNJ icon
195
Johnson & Johnson
JNJ
$559B
$6.89M 0.03%
+33,288
FCNCA icon
196
First Citizens BancShares
FCNCA
$24.4B
$6.84M 0.03%
3,185
NEE icon
197
NextEra Energy
NEE
$193B
$6.74M 0.03%
83,926
+13,420
RJF icon
198
Raymond James Financial
RJF
$30B
$6.44M 0.03%
40,095
BBVA icon
199
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$6.22M 0.03%
+266,816
IWF icon
200
iShares Russell 1000 Growth ETF
IWF
$124B
$6.18M 0.03%
+13,058
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