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
$363B
AUM Growth
-$8.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,352
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.57B
3
+$1.02B
4
BABA icon
Alibaba
BABA
+$998M
5
INTC icon
Intel
INTC
+$801M

Top Sells

1
+$2.08B
2
+$997M
3
+$963M
4
TWX
Time Warner Inc
TWX
+$944M
5
QCOM icon
Qualcomm
QCOM
+$874M

Sector Composition

1 Healthcare 23.49%
2 Financials 14.37%
3 Technology 13.83%
4 Energy 10.16%
5 Industrials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6B 0.44%
41,739,400
-3,392,041
52
$1.6B 0.44%
15,081,752
+163,174
53
$1.52B 0.42%
41,031,011
-998,936
54
$1.49B 0.41%
23,096,993
-884,139
55
$1.47B 0.41%
18,173,194
-2,146,387
56
$1.47B 0.4%
26,033,368
-5,576,555
57
$1.39B 0.38%
15,576,305
-3,088,512
58
$1.35B 0.37%
57,589,804
-10,039,960
59
$1.34B 0.37%
19,526,751
-7,104,428
60
$1.3B 0.36%
17,333,960
-11,695,419
61
$1.29B 0.36%
13,616,354
+729,075
62
$1.28B 0.35%
32,311,715
-674
63
$1.27B 0.35%
13,869,131
-190,692
64
$1.27B 0.35%
37,111,761
-4,252,663
65
$1.26B 0.35%
42,619,874
+138,800
66
$1.17B 0.32%
14,837,728
+465,978
67
$1.16B 0.32%
78,741,875
+548,674
68
$1.16B 0.32%
24,265,239
-1,145,948
69
$1.15B 0.32%
7,142,432
-93,755
70
$1.15B 0.32%
38,024,017
-1,502,464
71
$1.13B 0.31%
16,077,389
-4,518,492
72
$1.12B 0.31%
73,073,124
+13,101,918
73
$1.1B 0.3%
15,099,139
+471,860
74
$1.09B 0.3%
18,437,286
+1,567,152
75
$1.08B 0.3%
12,532,832
-2,834,800
1 2
3
4 5