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
$23.8B
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$97.1M
3
+$95.5M
4
BLD icon
TopBuild
BLD
+$89.8M
5
ADMA icon
ADMA Biologics
ADMA
+$87.5M

Top Sells

1
+$181M
2
+$177M
3
+$165M
4
BMI icon
Badger Meter
BMI
+$150M
5
TXRH icon
Texas Roadhouse
TXRH
+$132M

Sector Composition

1 Technology 31.27%
2 Industrials 21.02%
3 Healthcare 16.43%
4 Financials 10.03%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPXC icon
176
SPX Corp
SPXC
$9.51B
$27.2M 0.11%
145,699
+8,680
RIOT icon
177
Riot Platforms
RIOT
$4.49B
$25.7M 0.11%
1,350,027
-380,269
BCYC
178
Bicycle Therapeutics
BCYC
$303M
$22.9M 0.1%
2,952,543
+172,052
IONQ icon
179
IonQ
IONQ
$9.75B
$22.6M 0.09%
367,667
-303,960
CHKP icon
180
Check Point Software Technologies
CHKP
$15.2B
$20.6M 0.09%
99,472
-579,486
NXPI icon
181
NXP Semiconductors
NXPI
$47.4B
$20.5M 0.09%
+89,996
SMCI icon
182
Super Micro Computer
SMCI
$12.6B
$17.2M 0.07%
+359,439
PTRN
183
Pattern Group Inc
PTRN
$2.1B
$15.6M 0.07%
+1,135,879
MLI icon
184
Mueller Industries
MLI
$11.9B
$12.9M 0.05%
127,835
-23,866
WMB icon
185
Williams Companies
WMB
$88.5B
$12.7M 0.05%
201,065
+23,747
GOOG icon
186
Alphabet (Google) Class C
GOOG
$3.3T
$9.9M 0.04%
40,663
-16,095
KO icon
187
Coca-Cola
KO
$328B
$9M 0.04%
135,745
-25,305
CTAS icon
188
Cintas
CTAS
$67.5B
$8.88M 0.04%
43,259
-8,099
MUFG icon
189
Mitsubishi UFJ Financial
MUFG
$184B
$8.24M 0.03%
517,229
-92,766
SMFG icon
190
Sumitomo Mitsui Financial
SMFG
$121B
$7.69M 0.03%
459,467
-82,415
WFC icon
191
Wells Fargo
WFC
$236B
$7.39M 0.03%
88,176
+36,694
TJX icon
192
TJX Companies
TJX
$173B
$7.22M 0.03%
49,961
-9,388
AMP icon
193
Ameriprise Financial
AMP
$39.8B
$7.22M 0.03%
14,691
-2,785
RJF icon
194
Raymond James Financial
RJF
$27.8B
$6.92M 0.03%
40,095
TT icon
195
Trane Technologies
TT
$89.4B
$6.72M 0.03%
15,916
+14,562
WMT icon
196
Walmart Inc
WMT
$985B
$6.69M 0.03%
64,902
+836
TMO icon
197
Thermo Fisher Scientific
TMO
$178B
$6.64M 0.03%
13,681
+55
MTB icon
198
M&T Bank
MTB
$29.9B
$6.03M 0.03%
30,525
-5,899
ROL icon
199
Rollins
ROL
$25.6B
$5.91M 0.02%
100,660
-1,777,474
MDT icon
200
Medtronic
MDT
$110B
$5.9M 0.02%
61,922
-11,893
6 7
8
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