Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
41.68%
1 Year Est. Return
+41.68%
AUM
$23.8B
AUM Growth
-$10.9M
(-0.05%)
Holding
282
Top Buys
| 1 | +$220M | |
| 2 | +$142M | |
| 3 | +$109M | |
| 4 |
KRMN
Karman Holdings
KRMN
|
+$103M |
| 5 |
Kratos Defense & Security Solutions
KTOS
|
+$91.9M |
Top Sells
| 1 | +$194M | |
| 2 | +$182M | |
| 3 | +$177M | |
| 4 |
Badger Meter
BMI
|
+$150M |
| 5 |
Texas Roadhouse
TXRH
|
+$132M |
Sector Composition
| 1 | Technology | 31.49% |
| 2 | Industrials | 21.02% |
| 3 | Healthcare | 16.43% |
| 4 | Consumer Discretionary | 9.86% |
| 5 | Financials | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
SPX Corp
SPXC
$10.4B
| $27.2M | 0.11% |
145,699
+8,680
|
|
||
177
Riot Platforms
RIOT
$5.83B
| $25.7M | 0.11% |
1,350,027
-380,269
|
|
||
|
BCYC
178
Bicycle Therapeutics
BCYC
$499M
| $22.9M | 0.1% |
2,952,543
+172,052
|
|
||
179
IonQ
IONQ
$19.4B
| $22.6M | 0.09% |
367,667
-303,960
|
|
||
180
Check Point Software Technologies
CHKP
$20.9B
| $20.6M | 0.09% |
99,472
-579,486
|
|
||
181
NXP Semiconductors
NXPI
$56.8B
| $20.5M | 0.09% |
+89,996
|
|
||
182
Super Micro Computer
SMCI
$20.5B
| $17.2M | 0.07% |
+359,439
|
|
||
|
PTRN
183
Pattern Group Inc
PTRN
$2.35B
| $15.6M | 0.07% |
+1,135,879
|
|
||
184
Mueller Industries
MLI
$12.5B
| $12.9M | 0.05% |
127,835
-23,866
|
|
||
185
Williams Companies
WMB
$77.7B
| $12.7M | 0.05% |
201,065
+23,747
|
|
||
186
Alphabet (Google) Class C
GOOG
$3.84T
| $9.9M | 0.04% |
40,663
-16,095
|
|
||
187
Coca-Cola
KO
$303B
| $9M | 0.04% |
135,745
-25,305
|
|
||
188
Cintas
CTAS
$73.9B
| $8.88M | 0.04% |
43,259
-8,099
|
|
||
189
Mitsubishi UFJ Financial
MUFG
$188B
| $8.24M | 0.03% |
517,229
-92,766
|
|
||
190
Sumitomo Mitsui Financial
SMFG
$120B
| $7.69M | 0.03% |
459,467
-82,415
|
|
||
191
Wells Fargo
WFC
$283B
| $7.39M | 0.03% |
88,176
+36,694
|
|
||
192
TJX Companies
TJX
$167B
| $7.22M | 0.03% |
49,961
-9,388
|
|
||
193
Ameriprise Financial
AMP
$44B
| $7.22M | 0.03% |
14,691
-2,785
|
|
||
194
Raymond James Financial
RJF
$32B
| $6.92M | 0.03% |
40,095
|
|
||
195
Trane Technologies
TT
$89.9B
| $6.72M | 0.03% |
15,916
+14,562
|
|
||
196
Walmart
WMT
$916B
| $6.69M | 0.03% |
64,902
+836
|
|
||
197
Thermo Fisher Scientific
TMO
$216B
| $6.64M | 0.03% |
13,681
+55
|
|
||
198
M&T Bank
MTB
$30.1B
| $6.03M | 0.03% |
30,525
-5,899
|
|
||
199
Rollins
ROL
$29B
| $5.91M | 0.02% |
100,660
-1,777,474
|
|
||
200
Medtronic
MDT
$131B
| $5.9M | 0.02% |
61,922
-11,893
|
|