WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,019 positions
MICROSOFT CORP | 64.2M | $14.9B | 3.2% | — | — | — | Increased 58 |
UNITEDHEALTH GROUP INC | 25.2M | $12.7B | 2.7% | — | — | — | Decreased 0 |
APPLE INC | 67.2M | $9.3B | 2.0% | — | — | — | Increased 51 |
PFIZER INC | 210.9M | $9.2B | 2.0% | — | — | — | Decreased 0 |
AMAZON COM INC | 73.6M | $8.3B | 1.8% | — | — | — | Increased 62 |
ELI LILLY & CO | 21.8M | $7.1B | 1.5% | — | — | — | Decreased 0 |
TJX COS INC NEW | 112.8M | $7B | 1.5% | — | — | — | Increased 55 |
ALPHABET INC | 64.5M | $6.2B | 1.3% | — | — | — | Increased 81 |
SCHWAB CHARLES CORP | 75.4M | $5.4B | 1.2% | — | — | — | Decreased 0 |
DANAHER CORPORATION | 19M | $4.9B | 1.0% | — | — | — | Decreased 0 |
TEXAS INSTRS INC | 30.5M | $4.7B | 1.0% | — | — | — | Decreased 0 |
PROCTER AND GAMBLE CO | 36.8M | $4.6B | 1.0% | — | — | — | Decreased 0 |
JOHNSON & JOHNSON | 28M | $4.6B | 1.0% | — | — | — | Decreased 0 |
MASTERCARD INCORPORATED | 15.6M | $4.4B | 0.9% | — | — | — | Increased 45 |
CONOCOPHILLIPS | 43M | $4.4B | 0.9% | — | — | — | Increased 53 |
HUMANA INC | 9M | $4.4B | 0.9% | — | — | — | Decreased 0 |
VISA INC | 23.6M | $4.2B | 0.9% | — | — | — | Increased 45 |
ELEVANCE HEALTH INC | 9.2M | $4.2B | 0.9% | — | — | — | Decreased 0 |
HOME DEPOT INC | 14.8M | $4.1B | 0.9% | — | — | — | Increased 48 |
MCDONALDS CORP | 17.3M | $4B | 0.9% | — | — | — | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $469.5B across 2019 positions as of Q3 2022. Top holdings: MSFT (3.2%), UNH (2.7%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 206 new positions, 243 exits, 711 increased. Top move: GOOGL (INCREASED, conviction 81). Portfolio: $469.5B across 2019 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