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
+$3.29B
(+16%)
Holding
282
Top Buys
| 1 | +$145M | |
| 2 | +$142M | |
| 3 | +$126M | |
| 4 |
Roblox
RBLX
|
+$120M |
| 5 |
Royal Caribbean
RCL
|
+$110M |
Top Sells
| 1 | +$258M | |
| 2 | +$157M | |
| 3 | +$127M | |
| 4 |
Axon Enterprise
AXON
|
+$114M |
| 5 |
Atlassian
TEAM
|
+$108M |
Sector Composition
| 1 | Technology | 30.95% |
| 2 | Industrials | 18.34% |
| 3 | Healthcare | 16.46% |
| 4 | Consumer Discretionary | 11.8% |
| 5 | Financials | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETNB
176
DELISTED
89bio
ETNB
| $33.1M | 0.14% |
3,370,817
-523,924
|
|
||
177
IonQ
IONQ
$18.2B
| $28.9M | 0.12% |
+671,627
|
|
||
178
SPX Corp
SPXC
$11.2B
| $23M | 0.1% |
137,019
+8,404
|
|
||
179
Avery Dennison
AVY
$13.5B
| $20M | 0.08% |
113,903
-280,161
|
|
||
180
Riot Platforms
RIOT
$5.73B
| $19.6M | 0.08% |
1,730,296
+95,119
|
|
||
|
BCYC
181
Bicycle Therapeutics
BCYC
$452M
| $19.3M | 0.08% |
2,780,491
+123,186
|
|
||
182
Stride
LRN
$2.94B
| $18.4M | 0.08% |
+126,656
|
|
||
183
Calix
CALX
$4.23B
| $15.5M | 0.06% |
+291,149
|
|
||
184
Mueller Industries
MLI
$12.1B
| $12.1M | 0.05% |
151,701
-16,723
|
|
||
185
Cintas
CTAS
$74.4B
| $11.4M | 0.05% |
51,358
-5,545
|
|
||
186
Coca-Cola
KO
$309B
| $11.4M | 0.05% |
161,050
-17,760
|
|
||
187
Williams Companies
WMB
$73.7B
| $11.1M | 0.05% |
177,318
+254
|
|
||
188
Alphabet (Google) Class C
GOOG
$3.46T
| $10.1M | 0.04% |
56,758
-5,527
|
|
||
189
Ameriprise Financial
AMP
$43.8B
| $9.33M | 0.04% |
17,476
-1,921
|
|
||
190
STAG Industrial
STAG
$7.37B
| $8.55M | 0.04% |
235,683
-15,192
|
|
||
191
Mitsubishi UFJ Financial
MUFG
$177B
| $8.37M | 0.04% |
+609,995
|
|
||
192
Sumitomo Mitsui Financial
SMFG
$107B
| $8.19M | 0.03% |
+541,882
|
|
||
193
Procter & Gamble
PG
$346B
| $7.75M | 0.03% |
48,627
-4,491
|
|
||
194
John Wiley & Sons Class A
WLY
$1.97B
| $7.58M | 0.03% |
169,768
-16,246
|
|
||
195
TJX Companies
TJX
$164B
| $7.33M | 0.03% |
59,349
-5,590
|
|
||
196
M&T Bank
MTB
$29B
| $7.07M | 0.03% |
36,424
-3,233
|
|
||
197
Medtronic
MDT
$123B
| $6.43M | 0.03% |
73,815
-6,600
|
|
||
198
Walmart
WMT
$823B
| $6.26M | 0.03% |
64,066
-5,900
|
|
||
199
First Citizens BancShares
FCNCA
$22.7B
| $6.23M | 0.03% |
3,185
-1
|
|
||
200
Raymond James Financial
RJF
$33B
| $6.15M | 0.03% |
40,095
|
|