WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q2 2021
Top Holdings2,120 positions
MICROSOFT CORP | 64M | $17.3B | 2.9% | $130.73 | +98.50% | 8 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 5.2M | $12.7B | 2.1% | $64.63 | +87.12% | 8 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 30.5M | $12.2B | 2.0% | $200.10 | +82.19% | 8 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 3.2M | $11B | 1.8% | $113.06 | +52.14% | 8 qtrssince 2019-Q3 | Increased 61 |
META PLATFORMS INC | 27.6M | $9.6B | 1.6% | $209.85 | +64.12% | 8 qtrssince 2019-Q3 | Increased 53 |
PFIZER INC | 241.7M | $9.5B | 1.6% | $24.19 | +23.14% | 8 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 65.2M | $8.9B | 1.5% | $65.22 | +104.52% | 8 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO. | 51.6M | $8B | 1.3% | $95.38 | +42.37% | 8 qtrssince 2019-Q3 | Decreased 0 |
BANK AMERICA CORP | 176.3M | $7.3B | 1.2% | $24.80 | +46.33% | 8 qtrssince 2019-Q3 | Increased 51 |
ELI LILLY & CO | 30.5M | $7B | 1.2% | $117.81 | +85.58% | 8 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 28.5M | $6.6B | 1.1% | $168.62 | +21.26% | 8 qtrssince 2019-Q3 | Decreased 0 |
PROCTER AND GAMBLE CO | 47.8M | $6.4B | 1.1% | $105.44 | +11.84% | 8 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN EXPRESS CO | 36.8M | $6.1B | 1.0% | $101.16 | +52.83% | 8 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB CHARLES CORP | 80.3M | $5.8B | 1.0% | $38.27 | +77.51% | 8 qtrssince 2019-Q3 | Decreased 0 |
TJX COS INC NEW | 85M | $5.7B | 1.0% | $49.84 | +25.37% | 8 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 97.9M | $5.6B | 0.9% | $33.79 | +31.73% | 8 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 32.9M | $5.4B | 0.9% | $111.65 | +27.57% | 8 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 16.7M | $5.3B | 0.9% | $191.80 | +45.73% | 8 qtrssince 2019-Q3 | Decreased 0 |
RTX CORPORATION | 61.8M | $5.3B | 0.9% | $57.35 | +32.80% | 5 qtrssince 2020-Q2 | Increased 47 |
DANAHER CORPORATION | 19.2M | $5.2B | 0.9% | $130.05 | +78.21% | 8 qtrssince 2019-Q3 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $600.8B across 2120 positions as of Q2 2021. Top holdings: MSFT (2.9%), GOOGL (2.1%), UNH (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 322 new positions, 283 exits, 866 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $600.8B across 2120 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR