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
$527B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$1B
3
+$991M
4
GILD icon
Gilead Sciences
GILD
+$966M
5
AMZN icon
Amazon
AMZN
+$920M

Top Sells

1
+$2.75B
2
+$909M
3
+$881M
4
SCHW icon
Charles Schwab
SCHW
+$734M
5
ANET icon
Arista Networks
ANET
+$726M

Sector Composition

1 Healthcare 22.51%
2 Technology 19.45%
3 Financials 12.78%
4 Industrials 10.07%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47B 0.47%
20,379,364
+4,302
52
$2.43B 0.46%
27,969,030
+9,038,890
53
$2.41B 0.46%
24,700,070
+3,251,348
54
$2.38B 0.45%
12,292,118
-1,160,360
55
$2.29B 0.43%
44,230,211
-4,050,510
56
$2.26B 0.43%
12,209,334
-612,560
57
$2.24B 0.43%
30,217,933
+324,531
58
$2.19B 0.42%
27,103,270
+3,663,642
59
$2.17B 0.41%
5,346,172
+113,911
60
$2.16B 0.41%
24,481,730
-5,463,619
61
$2.15B 0.41%
39,740,181
-6,761,474
62
$2.11B 0.4%
25,002,111
+831,091
63
$2.07B 0.39%
12,047,648
+39,808
64
$2.04B 0.39%
10,945,962
-381,411
65
$1.97B 0.37%
22,007,873
-2,047,744
66
$1.96B 0.37%
15,302,918
+2,312,055
67
$1.84B 0.35%
14,876,880
-276,421
68
$1.82B 0.35%
15,298,280
-352,460
69
$1.81B 0.34%
18,772,136
+1,137,745
70
$1.8B 0.34%
34,443,136
-1,026,241
71
$1.79B 0.34%
13,618,323
+2,360,783
72
$1.75B 0.33%
24,043,326
-858,566
73
$1.74B 0.33%
23,404,421
-9,132,509
74
$1.73B 0.33%
13,743,275
+5,898,334
75
$1.73B 0.33%
8,450,509
-1,358,673
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3
4 5