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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+2.63%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$23.8B
AUM Growth
-$170M
Cap. Flow
+$283M
Cap. Flow %
1.19%
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$159M
2
AS icon
Amer Sports
AS
+$144M
3
FTAI icon
FTAI Aviation
FTAI
+$132M
4
AXON
Axon Enterprise
AXON
+$121M
5
JLL icon
Jones Lang LaSalle
JLL
+$112M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$185M
2
BAC icon
Bank of America
BAC
+$142M
3
CVLT icon
Commault Systems
CVLT
+$133M
4
TEAM icon
Atlassian
TEAM
+$132M
5
RVMD icon
Revolution Medicines
RVMD
+$130M

Sector Composition

Rank Sector Weight
1 Technology 28.43%
2 Industrials 25.27%
3 Healthcare 15.8%
4 Consumer Discretionary 10.5%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
201
McKesson
MCK
$98.5B
$5.97M 0.03%
6,901
+61
+0.9% +$54.4K
BBVA icon
202
Banco Bilbao Vizcaya Argentaria
BBVA
$139B
$5.82M 0.02%
268,690
+1,874
+0.7% +$43.4K
RJF icon
203
Raymond James Financial
RJF
$32.8B
$5.81M 0.02%
40,095
– –
MCD icon
204
McDonald's
MCD
$190B
$5.6M 0.02%
18,034
+277
+2% +$88.2K
MDT icon
205
Medtronic
MDT
$106B
$5.23M 0.02%
60,349
+379
+0.6% +$36.3K
MRK icon
206
Merck
MRK
$315B
$5.16M 0.02%
42,901
-10,651
-20% -$1.23M
C icon
207
Citigroup
C
$217B
$5.04M 0.02%
44,457
+713
+2% +$81.2K
HEI.A icon
208
HEICO Corp Class A
HEI.A
$34.9B
$4.25M 0.02%
20,130
-391,911
-95% -$96.5M
SCCO icon
209
Southern Copper
SCCO
$144B
$4.15M 0.02%
24,365
-8,876
-27% -$1.62M
EXPE icon
210
Expedia Group
EXPE
$32.3B
$3.85M 0.02%
16,692
+115
+0.7% +$28.2K
PFE icon
211
Pfizer
PFE
$143B
$3.76M 0.02%
133,734
-4,202
-3% -$112K
GILD icon
212
Gilead Sciences
GILD
$167B
$3.72M 0.02%
26,690
-14,825
-36% -$2.08M
WSO icon
213
Watsco Inc
WSO
$15.3B
$3.57M 0.02%
+9,822
New +$3.81M
PEP icon
214
PepsiCo
PEP
$187B
$3.53M 0.01%
+22,760
New +$3.55M
D icon
215
Dominion Energy
D
$62.5B
$3.29M 0.01%
53,262
+7,568
+17% +$467K
CAH icon
216
Cardinal Health
CAH
$53.5B
$2.76M 0.01%
13,043
-4,788
-27% -$1.03M
ABBV icon
217
AbbVie
ABBV
$450B
$2.31M 0.01%
10,619
-409,165
-97% -$90.8M
IT icon
218
Gartner
IT
$9.39B
$2.28M 0.01%
14,370
– –
ISRG icon
219
Intuitive Surgical
ISRG
$122B
$1.86M 0.01%
+4,036
New +$2.04M
IWF icon
220
iShares Russell 1000 Growth ETF
IWF
$123B
$1.74M 0.01%
16,340
-35,892
-69% -$4.07M
DXCM icon
221
DexCom
DXCM
$29.6B
$1.7M 0.01%
27,074
-1,412,615
-98% -$98.4M
PACK icon
222
Ranpak Holdings
PACK
$583M
$1.45M 0.01%
407,328
– –
RMBS icon
223
Rambus
RMBS
$11B
$1.24M 0.01%
14,436
-347,656
-96% -$34.7M
VUG icon
224
Vanguard Growth ETF
VUG
$221B
$1.07M ﹤0.01%
+14,658
New +$1.14M
IWP icon
225
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.06M ﹤0.01%
8,299
-9,981
-55% -$1.35M
7 8
9
10 11

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Westfield Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Westfield Capital Management held 287 positions worth $23.8B, down 0.71% from $24B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management's Q1 2026 filing shows 46 new, 118 increased, 77 reduced and 37 closed positions. Its largest new stake was Amer Sports: 3,937,521 shares worth $130M. The largest sale was Masimo, an estimated $185M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Industrials and Healthcare.

  • Westfield Capital Management's largest Q1 2026 buy was Amer Sports: 3,937,521 shares worth $130M.
  • Westfield Capital Management added most to Insmed in Q1 2026, an estimated $159M increase.
  • Westfield Capital Management's biggest Q1 2026 reduction was Masimo, cutting an estimated $185M.
  • Westfield Capital Management fully exited Commault Systems in Q1 2026, selling an estimated $133M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q1 2026.
  • Westfield Capital Management opened 46 new positions and closed 37 in Q1 2026.
  • Westfield Capital Management's portfolio value fell 0.71% quarter-over-quarter to $23.8B.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.