WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q2 2024
SEC EDGAR SourceSEC Filings
WELLINGTON MANAGEMENT GROUP LLP manages $0 across 0 positions as of Q2 2024. Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Q2 2024 Summary
Active quarter - 0 new positions, 137 exits, 861 increased. No standout high-conviction moves this quarter. 0 positions tracked.
Top holdings by portfolio weight
MSFT4.31%
AAPL3.91%
NVDA3.07%
AMZN2.45%
UNH2.35%
GOOGL1.86%
LLY1.74%
MRK1.60%
JPM1.30%
DHR1.09%
Other1.08%
Portfolio allocation by GICS sector
Technology24.06%
Healthcare19.27%
Financial Services13.45%
Consumer Cyclical9.14%
Industrials8.92%
Communication Services6.09%
Energy4.68%
Consumer Defensive4.48%
Real Estate3.12%
Utilities2.81%
Other3.98%
Behavioral investing profile
7-dimension quality assessment
Below Average(2.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings1,874 positions
No holdings data available
No holdings data available for 2024-Q2. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer