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
$452B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,203
New
Increased
Reduced
Closed

Top Buys

1
+$2.57B
2
+$848M
3
+$666M
4
RTN
Raytheon Company
RTN
+$600M
5
KO icon
Coca-Cola
KO
+$560M

Top Sells

1
+$1.03B
2
+$933M
3
+$894M
4
AMT icon
American Tower
AMT
+$700M
5
BABA icon
Alibaba
BABA
+$639M

Sector Composition

1 Healthcare 22.08%
2 Financials 14.73%
3 Technology 14.09%
4 Industrials 10.89%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15B 0.48%
23,191,484
-2,747,683
52
$2.14B 0.47%
4,562,563
+85,389
53
$2.07B 0.46%
20,540,718
-94,963
54
$1.92B 0.42%
11,558,803
+1,727,759
55
$1.9B 0.42%
35,631,745
-906,164
56
$1.84B 0.41%
33,748,059
+493,742
57
$1.83B 0.4%
23,280,821
-972,425
58
$1.8B 0.4%
11,269,227
-284,312
59
$1.76B 0.39%
8,743,886
+1,256,610
60
$1.7B 0.38%
31,401,700
-115,300
61
$1.67B 0.37%
12,335,914
-486,599
62
$1.67B 0.37%
16,124,960
-1,958,871
63
$1.66B 0.37%
23,143,235
-688,895
64
$1.6B 0.35%
6,716,784
-293,277
65
$1.6B 0.35%
25,050,807
+1,904,591
66
$1.6B 0.35%
18,560,823
-3,596,583
67
$1.56B 0.35%
22,715,826
-52,136
68
$1.55B 0.34%
15,333,762
+1,571,553
69
$1.54B 0.34%
15,804,975
-3,569,703
70
$1.54B 0.34%
5,831,788
-243,158
71
$1.52B 0.34%
41,283,822
+4,312,545
72
$1.51B 0.34%
8,258,612
-570,173
73
$1.51B 0.33%
18,100,192
+697,031
74
$1.51B 0.33%
30,329,885
-1,185,116
75
$1.5B 0.33%
30,293,356
+226,547
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3
4 5