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
$564B
AUM Growth
+$28.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$2.48B
2
+$2.4B
3
+$2.03B
4
AXP icon
American Express
AXP
+$948M
5
AMZN icon
Amazon
AMZN
+$855M

Top Sells

1
+$1.71B
2
+$1.57B
3
+$1.49B
4
MSFT icon
Microsoft
MSFT
+$1.37B
5
AMD icon
Advanced Micro Devices
AMD
+$1.15B

Sector Composition

1 Technology 21.08%
2 Healthcare 20.38%
3 Financials 14.37%
4 Consumer Discretionary 9.44%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69B 0.65%
27,861,150
-6,453,570
27
$3.68B 0.65%
24,172,082
-1,564,051
28
$3.65B 0.65%
28,711,817
-11,672,146
29
$3.61B 0.64%
17,581,338
-2,111,355
30
$3.52B 0.62%
17,019,930
-3,655,942
31
$3.49B 0.62%
60,176,482
+41,365,575
32
$3.48B 0.62%
92,712,558
-433,543
33
$3.33B 0.59%
49,121,861
-322,319
34
$3.21B 0.57%
28,258,495
-3,977,606
35
$3.14B 0.56%
6,763,665
+45,614
36
$3.12B 0.55%
26,837,748
+21,353,848
37
$3.08B 0.55%
10,933,051
-865,859
38
$3.05B 0.54%
39,636,463
-6,890,004
39
$3.04B 0.54%
15,371,048
-452,574
40
$3.04B 0.54%
10,082,675
-400,683
41
$2.98B 0.53%
7,005,751
-94,643
42
$2.93B 0.52%
4,512,743
+825,160
43
$2.81B 0.5%
18,933,509
+780,609
44
$2.69B 0.48%
10,389,443
-6,068,139
45
$2.65B 0.47%
53,014,881
+5,819,045
46
$2.63B 0.47%
19,990,616
-1,878,124
47
$2.6B 0.46%
20,342,596
-3,068,857
48
$2.52B 0.45%
5,264,428
-420,189
49
$2.51B 0.44%
27,824,323
-864,537
50
$2.45B 0.43%
9,874,037
+3,404,958
1
2
3 4 5