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
$449B
AUM Growth
+$71.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$2.01B
2
+$1.94B
3
+$1.29B
4
BABA icon
Alibaba
BABA
+$1.09B
5
DHR icon
Danaher
DHR
+$1.07B

Top Sells

1
+$1.49B
2
+$1.48B
3
+$1.38B
4
NEE icon
NextEra Energy
NEE
+$1.1B
5
JPM icon
JPMorgan Chase
JPM
+$1.01B

Sector Composition

1 Healthcare 23.56%
2 Technology 19.3%
3 Financials 12.11%
4 Industrials 10.24%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2B 0.49%
7,147,217
+1,437,579
52
$2.16B 0.48%
38,163,821
+11,321,871
53
$2.14B 0.48%
9,183,994
+498,943
54
$2.08B 0.46%
11,954,772
-788,566
55
$2.07B 0.46%
28,221,853
+1,619,511
56
$2.06B 0.46%
21,015,317
-1,160,378
57
$1.98B 0.44%
22,465,146
-1,076,023
58
$1.98B 0.44%
9,333,353
+613,762
59
$1.96B 0.44%
55,912,837
+13,260,158
60
$1.91B 0.42%
9,798,194
+1,122,792
61
$1.88B 0.42%
6,461,810
-1,149,958
62
$1.85B 0.41%
19,086,914
-88,012
63
$1.78B 0.4%
16,542,404
-4,576,203
64
$1.7B 0.38%
9,073,353
+166,999
65
$1.69B 0.38%
29,756,970
+893,034
66
$1.63B 0.36%
23,293,021
-282,998
67
$1.59B 0.35%
8,472,864
+1,353,169
68
$1.58B 0.35%
46,859,600
+12,552,078
69
$1.57B 0.35%
28,702,202
+1,948,865
70
$1.55B 0.35%
10,471,727
-1,815,051
71
$1.53B 0.34%
7,671,334
+1,378,930
72
$1.49B 0.33%
5,923,690
+1,356,634
73
$1.48B 0.33%
10,242,568
+2,103,972
74
$1.47B 0.33%
3,235,716
-137,790
75
$1.44B 0.32%
8,633,413
-277,387
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3
4 5