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
$372B
AUM Growth
+$11.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,351
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$1.09B
3
+$844M
4
AMAT icon
Applied Materials
AMAT
+$520M
5
CVX icon
Chevron
CVX
+$515M

Top Sells

1
+$961M
2
+$750M
3
+$658M
4
IBM icon
IBM
IBM
+$546M
5
AZN icon
AstraZeneca
AZN
+$498M

Sector Composition

1 Healthcare 22.15%
2 Financials 14.22%
3 Technology 12.67%
4 Energy 11.41%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71B 0.46%
20,321,784
+3,099,753
52
$1.7B 0.46%
23,981,132
-3,069,818
53
$1.66B 0.45%
21,157,329
-1,246,116
54
$1.65B 0.44%
20,319,581
-452,672
55
$1.61B 0.43%
37,324,358
-2,015,584
56
$1.6B 0.43%
5,669,346
+1,191,241
57
$1.6B 0.43%
18,664,817
-2,671,891
58
$1.56B 0.42%
16,461,104
+178,644
59
$1.56B 0.42%
41,364,424
+5,397,363
60
$1.55B 0.42%
14,918,578
-454,025
61
$1.52B 0.41%
1,266,559
+244,412
62
$1.44B 0.39%
8,980,470
+1,244,151
63
$1.41B 0.38%
32,312,389
+216,979
64
$1.39B 0.37%
15,367,632
-3,747,930
65
$1.36B 0.36%
42,029,947
+3,587,490
66
$1.35B 0.36%
78,193,201
-19,565,067
67
$1.34B 0.36%
39,526,481
+3,275,686
68
$1.31B 0.35%
18,649,179
-1,805,750
69
$1.3B 0.35%
12,887,279
-2,047,965
70
$1.25B 0.34%
16,870,134
-3,150,288
71
$1.21B 0.32%
25,411,187
-2,227,041
72
$1.2B 0.32%
10,476,389
+659,782
73
$1.2B 0.32%
28,040,501
-1,661,669
74
$1.16B 0.31%
20,595,881
+2,752,103
75
$1.14B 0.31%
14,059,823
+534,115
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3
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