WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,978 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 63.8M | $15.3B | 3.1% | $234.22 | 0.00% | 1 qtr | New 88 |
UNITEDHEALTH GROUP INC | 23.9M | $12.7B | 2.5% | $501.90 | 0.00% | 1 qtr | New 83 |
PFIZER INC | 199.3M | $10.2B | 2.0% | $40.96 | 0.00% | 1 qtr | New 83 |
APPLE INC | 60.7M | $7.9B | 1.6% | $127.65 | 0.00% | 1 qtr | New 73 |
TJX COMPANIES INC | 92.2M | $7.3B | 1.5% | $75.66 | 0.00% | 1 qtr | New 73 |
ELI LILLY & CO | 20M | $7.3B | 1.5% | $355.54 | 0.00% | 1 qtr | New 73 |
MERCK & CO. INC. | 62M | $6.9B | 1.4% | $101.26 | 0.00% | 1 qtr | New 73 |
SCHWAB (CHARLES) CORP | 79.8M | $6.6B | 1.3% | $78.92 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL A | 71.5M | $6.3B | 1.3% | $87.57 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 40.1M | $5.4B | 1.1% | $123.99 | 0.00% | 1 qtr | New 73 |
DANAHER CORP | 20.1M | $5.3B | 1.1% | $231.78 | 0.00% | 1 qtr | New 73 |
AMAZON.COM INC | 62.5M | $5.2B | 1.1% | $84.00 | 0.00% | 1 qtr | New 73 |
MASTERCARD INC - A | 14.9M | $5.2B | 1.0% | $341.16 | 0.00% | 1 qtr | New 73 |
CONOCOPHILLIPS | 43.6M | $5.1B | 1.0% | $107.01 | 0.00% | 1 qtr | New 73 |
PROCTER & GAMBLE CO/THE | 33.2M | $5B | 1.0% | $137.45 | 0.00% | 1 qtr | New 73 |
VISA INC-CLASS A SHARES | 22.9M | $4.8B | 1.0% | $201.90 | 0.00% | 1 qtr | New 62 |
JOHNSON & JOHNSON | 26.9M | $4.7B | 1.0% | $161.25 | 0.00% | 1 qtr | New 62 |
HOME DEPOT INC | 14.8M | $4.7B | 0.9% | $292.66 | 0.00% | 1 qtr | New 62 |
HONEYWELL INTL INC | 21.6M | $4.6B | 0.9% | $189.35 | 0.00% | 1 qtr | New 62 |
ANTHEM INC | 8.8M | $4.5B | 0.9% | $490.25 | 0.00% | 1 qtr | New 62 |
WELLINGTON MANAGEMENT GROUP LLP manages $498.7B across 1978 positions as of Q4 2022. Top holdings: MSFT (3.1%), UNH (2.5%), PFE (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 1975 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $498.7B across 1978 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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