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 | |
|---|---|---|---|---|---|---|
201
STAG Industrial
STAG
$7.26B
| $5.87M | 0.02% |
166,199
-69,484
|
|
||
202
Welltower
WELL
$140B
| $5.73M | 0.02% |
+32,189
|
|
||
203
First Citizens BancShares
FCNCA
$24.4B
| $5.7M | 0.02% |
3,185
|
|
||
204
Goldman Sachs
GS
$251B
| $5.68M | 0.02% |
+7,128
|
|
||
205
Hershey
HSY
$37B
| $5.48M | 0.02% |
+29,288
|
|
||
206
Parker-Hannifin
PH
$110B
| $5.44M | 0.02% |
+7,172
|
|
||
207
NextEra Energy
NEE
$174B
| $5.32M | 0.02% |
70,506
-17,581
|
|
||
208
Cardinal Health
CAH
$47.3B
| $5.3M | 0.02% |
+33,769
|
|
||
209
F5
FFIV
$14.1B
| $5.24M | 0.02% |
16,220
+1,450
|
|
||
210
McKesson
MCK
$100B
| $5.2M | 0.02% |
6,732
-1,279
|
|
||
211
CME Group
CME
$98.5B
| $5.09M | 0.02% |
+18,841
|
|
||
212
Ciena
CIEN
$27.6B
| $4.63M | 0.02% |
31,750
|
|
||
213
Kroger
KR
$41.8B
| $4.31M | 0.02% |
+63,932
|
|
||
214
Waste Management
WM
$86.3B
| $4.15M | 0.02% |
+18,777
|
|
||
215
Gartner
IT
$16.7B
| $3.78M | 0.02% |
14,375
-198,552
|
|
||
216
Expedia Group
EXPE
$31.7B
| $3.59M | 0.02% |
+16,799
|
|
||
217
Home Depot
HD
$350B
| $2.44M | 0.01% |
6,017
+351
|
|
||
218
Ranpak Holdings
PACK
$423M
| $2.29M | 0.01% |
407,328
|
|
||
219
Maplebear
CART
$11.3B
| $1.89M | 0.01% |
51,381
-1,430,847
|
|
||
220
AbbVie
ABBV
$404B
| $1.84M | 0.01% |
+7,928
|
|
||
221
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.18M | 0.01% |
2,350
|
|
||
222
Booking.com
BKNG
$162B
| $1.13M | ﹤0.01% |
210
|
|
||
223
Danaher
DHR
$160B
| $982K | ﹤0.01% |
4,953
-11,157
|
|
||
224
IBM
IBM
$288B
| $937K | ﹤0.01% |
3,320
|
|
||
225
Applovin
APP
$232B
| $923K | ﹤0.01% |
1,284
|
|