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
76
$1.43B 0.32%
20,647,750
+1,435,096
77
$1.42B 0.32%
40,584,516
+3,731,562
78
$1.41B 0.31%
20,011,300
-199,240
79
$1.4B 0.31%
13,465,100
+157,457
80
$1.38B 0.31%
9,298,294
+4,525,874
81
$1.37B 0.31%
52,993,214
+9,648,779
82
$1.37B 0.31%
15,394,623
+740,310
83
$1.3B 0.29%
4,379,982
-33,147
84
$1.28B 0.28%
4,773,760
+678,521
85
$1.26B 0.28%
21,560,862
+3,590,916
86
$1.26B 0.28%
22,199,160
+9,716,826
87
$1.25B 0.28%
24,517,429
+4,993,525
88
$1.24B 0.28%
3,202,919
+984,657
89
$1.2B 0.27%
8,946,014
+1,052,521
90
$1.2B 0.27%
32,755,395
+1,079,542
91
$1.19B 0.27%
2,740,677
-376,698
92
$1.18B 0.26%
18,548,462
-380,759
93
$1.17B 0.26%
22,172,684
-5,763,924
94
$1.16B 0.26%
17,886,693
-3,037,941
95
$1.16B 0.26%
10,432,818
+296,028
96
$1.15B 0.26%
5,973,122
-60,140
97
$1.13B 0.25%
10,800,210
+545,180
98
$1.08B 0.24%
17,713,932
-1,311,249
99
$1.07B 0.24%
12,251,252
-1,438,021
100
$1.04B 0.23%
11,705,797
-10,046,008
2 3
4
5 6