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
$483B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,056
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$1.08B
3
+$1.01B
4
MCD icon
McDonald's
MCD
+$852M
5
HUM icon
Humana
HUM
+$835M

Top Sells

1
+$2.29B
2
+$1.38B
3
+$1.14B
4
VZ icon
Verizon
VZ
+$1.1B
5
NFLX icon
Netflix
NFLX
+$1.07B

Sector Composition

1 Healthcare 23.14%
2 Technology 18.46%
3 Financials 11.78%
4 Consumer Discretionary 11.15%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7B 0.77%
36,942,399
+6,911,910
27
$3.65B 0.76%
38,551,332
-1,759,692
28
$3.52B 0.73%
19,821,981
+2,761,771
29
$3.44B 0.71%
15,506,058
-548,726
30
$3.41B 0.71%
7,725,588
-20,983
31
$3.28B 0.68%
83,217,482
-18,970,639
32
$3.25B 0.67%
53,988,407
-9,663,365
33
$3.05B 0.63%
9,656,698
+2,509,481
34
$2.98B 0.62%
25,675,475
+2,650,284
35
$2.94B 0.61%
20,617,318
-429,716
36
$2.89B 0.6%
5,129,860
-415,612
37
$2.85B 0.59%
52,093,683
-2,450,834
38
$2.85B 0.59%
47,913,981
-18,487,177
39
$2.85B 0.59%
14,228,788
-236,091
40
$2.79B 0.58%
109,474,549
-4,025,536
41
$2.69B 0.56%
11,850,846
+2,666,852
42
$2.67B 0.55%
21,250,309
+234,992
43
$2.61B 0.54%
18,854,714
-7,057
44
$2.61B 0.54%
29,452,138
+1,300,043
45
$2.55B 0.53%
9,505,606
-1,029,928
46
$2.54B 0.52%
10,090,742
+1,017,389
47
$2.51B 0.52%
43,629,052
-61,763
48
$2.43B 0.5%
22,845,959
+380,813
49
$2.38B 0.49%
10,536,469
-1,264,495
50
$2.37B 0.49%
19,008,052
-78,862
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