Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
35.69%
1 Year Est. Return
+35.69%
AUM
$20.5B
AUM Growth
-$2.42B
(-11%)
Holding
285
Top Buys
| 1 | +$147M | |
| 2 | +$134M | |
| 3 | +$129M | |
| 4 |
Dick's Sporting Goods
DKS
|
+$121M |
| 5 |
International Paper
IP
|
+$113M |
Top Sells
| 1 | +$161M | |
| 2 | +$134M | |
| 3 | +$120M | |
| 4 |
PTC
PTC
|
+$117M |
| 5 |
Option Care Health
OPCH
|
+$109M |
Sector Composition
| 1 | Technology | 30.78% |
| 2 | Healthcare | 17.36% |
| 3 | Industrials | 16.43% |
| 4 | Financials | 12.5% |
| 5 | Consumer Discretionary | 11.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ascendis Pharma
ASND
$12.7B
| $854M | 4.16% |
5,479,259
-48,980
|
|
||
2
NVIDIA
NVDA
$4.38T
| $795M | 3.87% |
7,336,654
-63,183
|
|
||
3
Apple
AAPL
$3.66T
| $756M | 3.68% |
3,401,183
-253,848
|
|
||
4
Microsoft
MSFT
$3.8T
| $688M | 3.35% |
1,832,611
-40,200
|
|
||
5
Amazon
AMZN
$2.29T
| $659M | 3.21% |
3,462,676
+20,428
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.04T
| $535M | 2.6% |
3,459,916
-15,496
|
|
||
7
Meta Platforms (Facebook)
META
$1.78T
| $518M | 2.52% |
898,538
-2,421
|
|
||
8
Axon Enterprise
AXON
$50.9B
| $488M | 2.37% |
927,801
+212,931
|
|
||
9
TransDigm Group
TDG
$70.2B
| $437M | 2.13% |
316,162
-46,056
|
|
||
10
Visa
V
$653B
| $317M | 1.54% |
904,397
+4,745
|
|
||
11
Comfort Systems
FIX
$29.2B
| $287M | 1.4% |
889,639
+4,512
|
|
||
12
LPL Financial
LPLA
$26.9B
| $272M | 1.32% |
830,099
+124,180
|
|
||
13
ServiceNow
NOW
$186B
| $255M | 1.24% |
320,284
+5,241
|
|
||
14
Tapestry
TPR
$24B
| $254M | 1.23% |
3,601,314
-3,604
|
|
||
15
Legend Biotech
LEGN
$5.99B
| $235M | 1.14% |
6,917,567
+1,203,871
|
|
||
16
Broadcom
AVGO
$1.66T
| $234M | 1.14% |
1,398,303
+43,326
|
|
||
17
Eli Lilly
LLY
$734B
| $214M | 1.04% |
258,952
+38,959
|
|
||
18
FTAI Aviation
FTAI
$17.4B
| $210M | 1.02% |
1,892,451
-596,253
|
|
||
19
Salesforce
CRM
$234B
| $210M | 1.02% |
782,929
+185,826
|
|
||
20
Progressive
PGR
$130B
| $202M | 0.98% |
712,249
-35,917
|
|
||
21
Netflix
NFLX
$503B
| $199M | 0.97% |
213,903
+13,557
|
|
||
22
Check Point Software Technologies
CHKP
$20.1B
| $197M | 0.96% |
864,717
+589,816
|
|
||
23
Vertiv
VRT
$67B
| $172M | 0.84% |
2,377,572
-1,342,438
|
|
||
24
Casella Waste Systems
CWST
$5.46B
| $168M | 0.82% |
1,507,843
-12,460
|
|
||
25
DexCom
DXCM
$25.9B
| $167M | 0.81% |
2,447,743
+102,142
|
|