WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,081 positions
MICROSOFT CORP | 64.8M | $15.3B | 2.7% | $130.73 | +72.36% | 7 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 33.4M | $12.4B | 2.2% | $200.10 | +68.67% | 7 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 5.7M | $11.7B | 2.1% | $64.63 | +58.05% | 7 qtrssince 2019-Q3 | Increased 57 |
PFIZER INC | 249.8M | $9B | 1.6% | $24.19 | +12.81% | 7 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 56M | $8.5B | 1.5% | $95.38 | +38.52% | 7 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 68.8M | $8.4B | 1.5% | $65.22 | +82.09% | 7 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 2.6M | $8.1B | 1.4% | $99.90 | +54.86% | 7 qtrssince 2019-Q3 | Increased 54 |
META PLATFORMS INC | 26M | $7.7B | 1.3% | $201.50 | +44.78% | 7 qtrssince 2019-Q3 | Increased 51 |
PROCTER & GAMBLE CO | 49.5M | $6.7B | 1.2% | $105.44 | +11.54% | 7 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 172.5M | $6.7B | 1.2% | $24.55 | +38.12% | 7 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 29.3M | $6.6B | 1.2% | $168.62 | +17.02% | 7 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 31.8M | $5.9B | 1.0% | $117.81 | +50.39% | 7 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN EXPRESS CO | 40.8M | $5.8B | 1.0% | $101.16 | +30.82% | 7 qtrssince 2019-Q3 | Increased 50 |
TJX COS INC NEW | 87.1M | $5.8B | 1.0% | $49.84 | +22.57% | 7 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 33.9M | $5.6B | 1.0% | $111.65 | +26.48% | 7 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 102.3M | $5.5B | 1.0% | $33.79 | +24.44% | 7 qtrssince 2019-Q3 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 80.4M | $5.2B | 0.9% | $38.27 | +58.50% | 7 qtrssince 2019-Q3 | Increased 49 |
HOME DEPOT INC | 17M | $5.2B | 0.9% | $191.80 | +38.77% | 7 qtrssince 2019-Q3 | Increased 46 |
DANAHER CORP DEL | 20.8M | $4.7B | 0.8% | $130.05 | +49.35% | 7 qtrssince 2019-Q3 | Decreased 0 |
RTX CORPORATION | 58.7M | $4.5B | 0.8% | $56.37 | +21.66% | 4 qtrssince 2020-Q2 | Increased 48 |
WELLINGTON MANAGEMENT GROUP LLP manages $567.8B across 2081 positions as of Q1 2021. Top holdings: MSFT (2.7%), UNH (2.2%), GOOGL (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 399 new positions, 222 exits, 664 increased. Top move: GOOGL (INCREASED, conviction 57). Portfolio: $567.8B across 2081 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR