Wellington Management Group

Wellington Management Group Portfolio holdings

AUM $551B
1-Year Est. Return 21.33%
 

Wellington Management Group, founded in 1928 by Walter L. Morgan and headquartered in Boston, Massachusetts, is one of the world’s largest independent asset management firms, overseeing trillions in assets for a diverse client base including pension funds, endowments, and mutual fund investors. Renowned for its active management approach, Wellington offers a broad range of investment strategies across equities, fixed income, multi-asset, and alternative investments, emphasizing deep research and long-term partnerships with clients. The firm gained early fame for launching the Wellington Fund, one of the first balanced mutual funds, and has since maintained a reputation for disciplined, collaborative portfolio management. With a global presence and a focus on customized solutions, Wellington remains a trusted name in institutional and retail investing.

This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363B
AUM Growth
-$8.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,352
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.57B
3
+$1.02B
4
BABA icon
Alibaba
BABA
+$998M
5
INTC icon
Intel
INTC
+$801M

Top Sells

1
+$2.08B
2
+$997M
3
+$963M
4
TWX
Time Warner Inc
TWX
+$944M
5
QCOM icon
Qualcomm
QCOM
+$874M

Sector Composition

1 Healthcare 23.49%
2 Financials 14.37%
3 Technology 13.83%
4 Energy 10.16%
5 Industrials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58B 0.71%
34,404,073
-331,040
27
$2.57B 0.71%
49,047,604
+2,698,825
28
$2.48B 0.68%
30,551,315
+2,739,197
29
$2.47B 0.68%
37,127,582
+1,767,023
30
$2.23B 0.61%
19,858,460
+3,397,356
31
$2.21B 0.61%
15,763,052
-2,238,204
32
$2.16B 0.59%
34,070,524
+3,208,063
33
$2.12B 0.59%
20,933,481
-836,698
34
$2.1B 0.58%
5,836,340
+166,994
35
$2.01B 0.55%
69,611,635
-34,466,068
36
$1.98B 0.55%
18,593,717
-3,797,171
37
$1.95B 0.54%
76,444,998
+1,115,652
38
$1.94B 0.53%
9,966,210
-133,790
39
$1.93B 0.53%
54,145,004
+1,185,334
40
$1.9B 0.52%
21,447,714
-589,212
41
$1.87B 0.51%
38,962,619
+2,003,169
42
$1.86B 0.51%
15,157,978
+40,527
43
$1.83B 0.51%
18,030,300
-1,047,784
44
$1.83B 0.5%
21,874,307
+716,978
45
$1.82B 0.5%
20,722,939
+758,422
46
$1.74B 0.48%
8,816,501
-1,261,619
47
$1.71B 0.47%
31,712,538
-1,604,687
48
$1.65B 0.46%
19,840,997
-480,787
49
$1.62B 0.45%
15,896,893
+4,089,161
50
$1.6B 0.44%
8,770,395
-210,075
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