WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,872 positions
MICROSOFT CORP | 68.8M | $14.5B | 3.0% | $130.73 | +53.01% | 5 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 110.1M | $12.7B | 2.6% | $65.22 | +72.09% | 5 qtrssince 2019-Q3 | Increased 88 |
UNITEDHEALTH GROUP INC | 34.1M | $10.6B | 2.2% | $200.10 | +40.33% | 5 qtrssince 2019-Q3 | Increased 55 |
PFIZER INC | 234.7M | $8.6B | 1.8% | $23.98 | +7.07% | 5 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 37.8M | $8.3B | 1.7% | $168.62 | +13.22% | 5 qtrssince 2019-Q3 | Increased 56 |
ALPHABET INC | 5.1M | $7.5B | 1.6% | $61.64 | +17.77% | 5 qtrssince 2019-Q3 | Increased 55 |
PROCTER & GAMBLE CO | 53.1M | $7.4B | 1.5% | $105.44 | +13.16% | 5 qtrssince 2019-Q3 | Increased 60 |
AMAZON COM INC | 2.2M | $6.9B | 1.4% | $89.01 | +76.87% | 5 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 23.4M | $6.1B | 1.3% | $193.40 | +34.14% | 5 qtrssince 2019-Q3 | Increased 55 |
ALIBABA GROUP HLDG LTD | 20.8M | $6.1B | 1.3% | $171.12 | +61.67% | 5 qtrssince 2019-Q3 | Increased 51 |
COMCAST CORP NEW | 122.5M | $5.7B | 1.2% | $33.79 | +5.37% | 5 qtrssince 2019-Q3 | Increased 51 |
TJX COS INC NEW | 97.6M | $5.4B | 1.1% | $49.48 | +3.48% | 5 qtrssince 2019-Q3 | Increased 53 |
JPMORGAN CHASE & CO | 56.3M | $5.4B | 1.1% | $94.90 | -13.39% | 5 qtrssince 2019-Q3 | Increased 61 |
DANAHER CORP DEL | 24.8M | $5.3B | 1.1% | $130.05 | +42.63% | 5 qtrssince 2019-Q3 | Decreased 0 |
COCA COLA CO | 104.8M | $5.2B | 1.1% | $42.98 | -3.81% | 5 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 33.8M | $5B | 1.0% | $110.53 | +14.21% | 5 qtrssince 2019-Q3 | Increased 59 |
HOME DEPOT INC | 17.5M | $4.9B | 1.0% | $189.47 | +26.32% | 5 qtrssince 2019-Q3 | Decreased 0 |
MEDTRONIC PLC | 44.4M | $4.6B | 1.0% | $88.66 | -2.08% | 5 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 183.5M | $4.4B | 0.9% | $24.55 | -14.96% | 5 qtrssince 2019-Q3 | Decreased 0 |
UNION PAC CORP | 22.2M | $4.4B | 0.9% | $137.37 | +25.64% | 5 qtrssince 2019-Q3 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $483.1B across 1872 positions as of Q3 2020. Top holdings: MSFT (3.0%), AAPL (2.6%), UNH (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 228 new positions, 190 exits, 697 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $483.1B across 1872 positions.
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Portfolio allocation by GICS sector
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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