Wellington Management Group

Wellington Management Group Portfolio holdings

AUM $571B
1-Year Est. Return 22.15%
 

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
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378B
AUM Growth
-$99.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,164
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$1.35B
3
+$1.16B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
AAPL icon
Apple
AAPL
+$1.05B

Top Sells

1
+$1.83B
2
+$1.38B
3
+$1.16B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
CVX icon
Chevron
CVX
+$1.15B

Sector Composition

1 Healthcare 25.05%
2 Technology 16.98%
3 Financials 13.02%
4 Industrials 10.51%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$681M 0.18%
30,396,980
-535,335
127
$669M 0.18%
7,969,741
+1,572,772
128
$668M 0.18%
8,416,516
-200,360
129
$667M 0.18%
10,072,558
-940,738
130
$659M 0.17%
1,054,387
-309,776
131
$652M 0.17%
4,772,420
-1,178,170
132
$646M 0.17%
10,254,627
-184,826
133
$644M 0.17%
6,402,323
-118,182
134
$632M 0.17%
21,660,890
-1,094,295
135
$623M 0.16%
5,217,691
-238,009
136
$620M 0.16%
9,079,332
-6,492,180
137
$614M 0.16%
19,923,307
+4,828,457
138
$611M 0.16%
6,097,820
-838,901
139
$597M 0.16%
9,235,757
-1,048,635
140
$592M 0.16%
15,601,388
-36,419,839
141
$591M 0.16%
13,487,566
-1,870,012
142
$589M 0.16%
20,945,412
+7,293,676
143
$585M 0.15%
4,398,323
-557,746
144
$578M 0.15%
3,211,147
-1,471,038
145
$576M 0.15%
16,564,058
+4,907,478
146
$568M 0.15%
22,891,752
+8,750,083
147
$555M 0.15%
5,946,910
+38,944
148
$553M 0.15%
10,846,552
-150,175
149
$549M 0.15%
22,658,189
-11,590,532
150
$543M 0.14%
10,407,494
-9,608,995
4 5
6
7 8