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
$449B
AUM Growth
+$71.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$2.01B
2
+$1.94B
3
+$1.29B
4
BABA icon
Alibaba
BABA
+$1.09B
5
DHR icon
Danaher
DHR
+$1.07B

Top Sells

1
+$1.49B
2
+$1.48B
3
+$1.38B
4
NEE icon
NextEra Energy
NEE
+$1.1B
5
JPM icon
JPMorgan Chase
JPM
+$1.01B

Sector Composition

1 Healthcare 23.56%
2 Technology 19.3%
3 Financials 12.11%
4 Industrials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74B 0.83%
63,651,772
-11,856,489
27
$3.66B 0.82%
66,401,158
-11,620,825
28
$3.28B 0.73%
35,926,910
-7,257,976
29
$3.27B 0.73%
44,367,546
-5,797,547
30
$3.23B 0.72%
40,311,024
+1,570,451
31
$3.02B 0.67%
5,545,472
+802,097
32
$2.94B 0.65%
113,500,085
+19,709,082
33
$2.92B 0.65%
23,025,191
-815,627
34
$2.89B 0.64%
17,060,210
+2,839,208
35
$2.88B 0.64%
54,544,517
-12,813,874
36
$2.86B 0.64%
30,030,489
-6,159,359
37
$2.81B 0.63%
7,746,571
+214,446
38
$2.79B 0.62%
14,464,879
-84,545
39
$2.77B 0.62%
10,535,534
-804,426
40
$2.77B 0.62%
34,118,703
+3,519,248
41
$2.69B 0.6%
43,690,815
+8,789,685
42
$2.67B 0.6%
21,047,034
-512,344
43
$2.53B 0.56%
11,800,964
+67,314
44
$2.52B 0.56%
16,054,784
+141,983
45
$2.49B 0.56%
18,861,771
-2,666,544
46
$2.48B 0.55%
28,847,584
-1,072,399
47
$2.32B 0.52%
22,060,320
+404,485
48
$2.29B 0.51%
15,344,220
-243,025
49
$2.28B 0.51%
3,663,868
+1,607,109
50
$2.25B 0.5%
28,152,095
+12,739,022
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