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
$378B
AUM Growth
-$99.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,164
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$1.35B
3
+$1.16B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
AAPL icon
Apple
AAPL
+$1.05B

Top Sells

1
+$1.83B
2
+$1.38B
3
+$1.16B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
CVX icon
Chevron
CVX
+$1.15B

Sector Composition

1 Healthcare 25.05%
2 Technology 16.98%
3 Financials 13.02%
4 Industrials 10.51%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1B 0.82%
36,189,848
+8,097,131
27
$3.09B 0.82%
28,092,901
+2,609,549
28
$3.01B 0.8%
15,480,108
+503,122
29
$3.01B 0.8%
67,358,391
+2,163,500
30
$2.86B 0.76%
38,740,573
+7,890,461
31
$2.83B 0.75%
23,039,047
+1,708,487
32
$2.66B 0.7%
23,840,818
-3,984,296
33
$2.62B 0.69%
15,704,846
+4,236,566
34
$2.59B 0.68%
21,528,315
-3,246,786
35
$2.57B 0.68%
11,339,960
+3,297,783
36
$2.46B 0.65%
93,791,003
+24,330,984
37
$2.43B 0.64%
29,919,983
-1,307,944
38
$2.34B 0.62%
14,549,424
-286,913
39
$2.21B 0.58%
30,599,455
+892,983
40
$2.2B 0.58%
15,912,801
-849,366
41
$2.15B 0.57%
21,559,378
+11,560,600
42
$2.14B 0.57%
7,532,125
-272,800
43
$2.09B 0.55%
4,743,375
+17,147
44
$2.07B 0.55%
21,655,835
-1,266,016
45
$2.07B 0.55%
34,901,130
-2,348,297
46
$2.06B 0.55%
15,587,245
+2,180,725
47
$2.05B 0.54%
14,221,002
+4,693,451
48
$1.95B 0.52%
8,685,051
+6,015,967
49
$1.92B 0.51%
11,733,650
-370,129
50
$1.86B 0.49%
48,986,745
+7,206,762
1
2
3 4 5