WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2019
Top Holdings2,013 positions
MICROSOFT CORP | 72.9M | $10.1B | 2.3% | $130.73 | 0.00% | 1 qtr | First report 0 |
MEDTRONIC PLC | 73.1M | $7.9B | 1.8% | $88.66 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 115.1M | $6.9B | 1.6% | $39.77 | 0.00% | 1 qtr | First report 0 |
BANK AMERICA CORP | 234.6M | $6.8B | 1.5% | $24.64 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO. | 57.9M | $6.8B | 1.5% | $97.08 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 30.4M | $6.6B | 1.5% | $192.51 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 174.7M | $6.3B | 1.4% | $24.17 | 0.00% | 1 qtr | First report 0 |
COMCAST CORP NEW | 125.2M | $5.6B | 1.3% | $33.95 | 0.00% | 1 qtr | First report 0 |
BRISTOL-MYERS SQUIBB CO | 109.7M | $5.6B | 1.3% | $38.44 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 4.2M | $5.1B | 1.2% | $60.48 | 0.00% | 1 qtr | First report 0 |
COCA COLA CO | 92.9M | $5.1B | 1.1% | $44.10 | 0.00% | 1 qtr | First report 0 |
CHUBB LIMITED | 30.6M | $4.9B | 1.1% | $144.65 | 0.00% | 1 qtr | First report 0 |
MERCK & CO INC | 57.7M | $4.9B | 1.1% | $64.64 | 0.00% | 1 qtr | First report 0 |
HOME DEPOT INC | 20.2M | $4.7B | 1.1% | $195.17 | 0.00% | 1 qtr | First report 0 |
LOCKHEED MARTIN CORP | 11.7M | $4.6B | 1.0% | $323.60 | 0.00% | 1 qtr | First report 0 |
CHEVRON CORP NEW | 37.7M | $4.5B | 1.0% | $87.43 | 0.00% | 1 qtr | First report 0 |
ELI LILLY & CO | 39.7M | $4.4B | 1.0% | $102.95 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 2.4M | $4.1B | 0.9% | $86.80 | 0.00% | 1 qtr | First report 0 |
AMERICAN TOWER CORP NEW | 18.3M | $4B | 0.9% | $181.01 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 53.8M | $3.8B | 0.9% | $51.77 | 0.00% | 1 qtr | First report 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $443.5B across 2013 positions as of Q3 2019. Top holdings: MSFT (2.3%), MDT (1.8%), VZ (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 2013 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $443.5B across 2013 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR