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
$306B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,125
New
Increased
Reduced
Closed

Top Buys

1
+$6.69B
2
+$5.07B
3
+$5.02B
4
XOM icon
Exxon Mobil
XOM
+$4.89B
5
MSFT icon
Microsoft
MSFT
+$4.88B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.66%
2 Financials 14.78%
3 Technology 12.06%
4 Energy 10.85%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45B 0.47%
+22,321,131
52
$1.43B 0.47%
+16,722,310
53
$1.41B 0.46%
+19,289,480
54
$1.4B 0.46%
+3,520,809
55
$1.39B 0.45%
+45,100,934
56
$1.38B 0.45%
+63,427,009
57
$1.34B 0.44%
+22,087,480
58
$1.3B 0.42%
+18,823,657
59
$1.27B 0.41%
+27,489,963
60
$1.21B 0.39%
+27,317,264
61
$1.18B 0.38%
+20,724,897
62
$1.15B 0.38%
+45,780,361
63
$1.14B 0.37%
+29,088,704
64
$1.12B 0.37%
+26,830,835
65
$1.12B 0.36%
+47,236,234
66
$1.07B 0.35%
+13,343,982
67
$1.02B 0.33%
+9,997,272
68
$1.02B 0.33%
+24,662,149
69
$1.02B 0.33%
+32,989,804
70
$1B 0.33%
+4,449,456
71
$1B 0.33%
+10,938,443
72
$981M 0.32%
+9,954,753
73
$976M 0.32%
+12,073,078
74
$964M 0.31%
+32,681,728
75
$964M 0.31%
+17,296,151
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3
4 5