Wellington Management Group

Wellington Management Group Portfolio holdings

AUM $520B
 

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.

AUM
$520B
AUM Growth
-$26.3B
Cap. Flow
-$5.56B
Cap. Flow %
-1.07%
Top 10 Hldgs %
23.38%
Holding
2,068
New
135
Increased
799
Reduced
851
Closed
127

Sector Composition

1Technology21.49%
2Healthcare18.42%
3Financials15.97%
4Consumer Discretionary9.49%
5Industrials8.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
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-17,198
Closed
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-959,490
Closed