Westfield Capital Management Portfolio holdings
AUM
$24B
1-Year Est. Return
36.38%
This Fund
S&P 500
1 Year Est. Return
+36.38%
AUM
$24B
AUM Growth
+$172M
(+0.72%)
Holding
274
Top Buys
| 1 | +$128M | |
| 2 | +$110M | |
| 3 | +$105M | |
| 4 |
Dutch Bros
BROS
|
+$101M |
| 5 |
AbbVie
ABBV
|
+$93.8M |
Top Sells
| 1 | +$264M | |
| 2 | +$201M | |
| 3 | +$152M | |
| 4 |
Coherent
COHR
|
+$121M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Goldman Sachs
GS
$273B
| $6.18M | 0.03% |
7,029
-99
|
|
||
202
M&T Bank
MTB
$32.1B
| $5.99M | 0.02% |
29,712
-813
|
|
||
203
Rollins
ROL
$26.5B
| $5.97M | 0.02% |
99,399
-1,261
|
|
||
204
CME Group
CME
$104B
| $5.95M | 0.02% |
21,785
+2,944
|
|
||
205
Medtronic
MDT
$111B
| $5.76M | 0.02% |
59,970
-1,952
|
|
||
206
Merck
MRK
$294B
| $5.64M | 0.02% |
+53,552
|
|
||
207
McKesson
MCK
$106B
| $5.61M | 0.02% |
6,840
+108
|
|
||
208
McDonald's
MCD
$221B
| $5.43M | 0.02% |
+17,757
|
|
||
209
Hershey
HSY
$39B
| $5.28M | 0.02% |
29,000
-288
|
|
||
210
Citigroup
C
$225B
| $5.1M | 0.02% |
+43,744
|
|
||
211
Gilead Sciences
GILD
$171B
| $5.1M | 0.02% |
+41,515
|
|
||
212
Expedia Group
EXPE
$32.6B
| $4.7M | 0.02% |
16,577
-222
|
|
||
213
Southern Copper
SCCO
$161B
| $4.68M | 0.02% |
+32,911
|
|
||
214
SLB Ltd
SLB
$79B
| $4.64M | 0.02% |
+120,910
|
|
||
215
Halliburton
HAL
$31B
| $3.87M | 0.02% |
+136,881
|
|
||
216
Cardinal Health
CAH
$50.4B
| $3.66M | 0.02% |
17,831
-15,938
|
|
||
217
Gartner
IT
$10.4B
| $3.63M | 0.02% |
14,370
-5
|
|
||
218
Pfizer
PFE
$157B
| $3.43M | 0.01% |
+137,936
|
|
||
219
Dominion Energy
D
$54.9B
| $2.68M | 0.01% |
+45,694
|
|
||
220
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
| $2.5M | 0.01% |
18,280
+16,839
|
|
||
221
Ranpak Holdings
PACK
$352M
| $2.2M | 0.01% |
407,328
|
|
||
|
222
monday.com
MNDY
$3.32B
| $2.06M | 0.01% |
13,955
-679,364
|
|
||
223
Berkshire Hathaway Class B
BRK.B
$1.02T
| $1.18M | ﹤0.01% |
2,350
|
|
||
224
Booking.com
BKNG
$152B
| $1.12M | ﹤0.01% |
5,250
|
|
||
225
iShares Silver Trust
SLV
$41.7B
| $1.08M | ﹤0.01% |
16,760
|
|