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 | |
|---|---|---|---|---|---|---|
201
NextEra Energy
NEE
$178B
| $6.12M | 0.03% |
88,087
-10,660
|
|
||
202
CoStar Group
CSGP
$29B
| $5.99M | 0.03% |
74,545
-536
|
|
||
203
Fidelity National Information Services
FIS
$34.3B
| $5.97M | 0.03% |
73,340
-6,600
|
|
||
204
McKesson
MCK
$104B
| $5.87M | 0.02% |
+8,011
|
|
||
205
Equinix
EQIX
$80.2B
| $5.57M | 0.02% |
7,007
-600
|
|
||
206
Thermo Fisher Scientific
TMO
$221B
| $5.52M | 0.02% |
13,626
-709
|
|
||
207
McDonald's
MCD
$218B
| $5.3M | 0.02% |
+18,155
|
|
||
208
Genpact
G
$7.85B
| $4.5M | 0.02% |
102,176
-9,192
|
|
||
209
F5
FFIV
$13.9B
| $4.35M | 0.02% |
14,770
|
|
||
210
Sanofi
SNY
$127B
| $4.16M | 0.02% |
86,114
-11,700
|
|
||
211
Wells Fargo
WFC
$272B
| $4.12M | 0.02% |
+51,482
|
|
||
212
Global Payments
GPN
$18.4B
| $3.49M | 0.01% |
43,566
|
|
||
213
Paylocity
PCTY
$8.08B
| $3.41M | 0.01% |
18,840
|
|
||
214
Danaher
DHR
$155B
| $3.18M | 0.01% |
16,110
+300
|
|
||
215
Ciena
CIEN
$29.5B
| $2.58M | 0.01% |
31,750
|
|
||
216
American International
AIG
$42B
| $2.21M | 0.01% |
25,843
-10,717
|
|
||
217
Illinois Tool Works
ITW
$71.6B
| $2.2M | 0.01% |
8,882
-926
|
|
||
218
Home Depot
HD
$370B
| $2.08M | 0.01% |
5,666
-1,312
|
|
||
219
Ranpak Holdings
PACK
$447M
| $1.45M | 0.01% |
407,328
|
|
||
220
Booking.com
BKNG
$166B
| $1.22M | 0.01% |
210
|
|
||
221
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.14M | ﹤0.01% |
+2,350
|
|
||
222
Intuit
INTU
$184B
| $1.11M | ﹤0.01% |
1,410
|
|
||
223
IBM
IBM
$296B
| $979K | ﹤0.01% |
3,320
|
|
||
224
Palantir
PLTR
$434B
| $958K | ﹤0.01% |
7,026
-1,891,411
|
|
||
225
Mercado Libre
MELI
$106B
| $818K | ﹤0.01% |
313
|
|