WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,812 positions
Microsoft Corp | 62.1M | $23.3B | 4.4% | $235.68 | +56.22% | 5 qtrssince 2022-Q4 | Decreased 0 |
UnitedHealth Group Inc | 24.4M | $12.8B | 2.4% | $490.46 | +1.15% | 5 qtrssince 2022-Q4 | Decreased 0 |
Amazon.com Inc | 77.8M | $11.8B | 2.2% | $91.91 | +65.32% | 5 qtrssince 2022-Q4 | Decreased 0 |
Apple Inc | 60.7M | $11.7B | 2.2% | $133.73 | +42.24% | 5 qtrssince 2022-Q4 | Increased 57 |
Alphabet Inc | 77.7M | $10.9B | 2.0% | $91.96 | +50.48% | 5 qtrssince 2022-Q4 | Decreased 0 |
Merck & Co Inc | 85.6M | $9.3B | 1.7% | $99.21 | +1.01% | 5 qtrssince 2022-Q4 | Increased 52 |
Pfizer Inc | 239.2M | $6.9B | 1.3% | $38.89 | -38.14% | 5 qtrssince 2022-Q4 | Increased 53 |
Eli Lilly & Co | 11.8M | $6.9B | 1.3% | $355.22 | +61.05% | 5 qtrssince 2022-Q4 | Decreased 0 |
Facebook Inc | 19.2M | $6.8B | 1.3% | $140.53 | +149.49% | 5 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co | 39.6M | $6.7B | 1.3% | $124.38 | +28.97% | 5 qtrssince 2022-Q4 | Decreased 0 |
Danaher Corp | 27.9M | $6.5B | 1.2% | $226.99 | +0.24% | 5 qtrssince 2022-Q4 | Increased 56 |
NVIDIA Corp | 10.2M | $5.1B | 0.9% | $24.77 | +99.33% | 5 qtrssince 2022-Q4 | Decreased 0 |
Procter & Gamble Co/The | 34.3M | $5B | 0.9% | $137.19 | -0.67% | 5 qtrssince 2022-Q4 | Decreased 0 |
TJX Cos Inc/The | 51.7M | $4.8B | 0.9% | $75.66 | +19.69% | 5 qtrssince 2022-Q4 | Decreased 0 |
Mastercard Inc | 11.4M | $4.8B | 0.9% | $340.00 | +23.40% | 5 qtrssince 2022-Q4 | Decreased 0 |
ConocoPhillips | 40.4M | $4.7B | 0.9% | $103.89 | +2.78% | 5 qtrssince 2022-Q4 | Decreased 0 |
Visa Inc | 17.8M | $4.6B | 0.9% | $201.90 | +26.31% | 5 qtrssince 2022-Q4 | Decreased 0 |
Texas Instruments Inc | 24.5M | $4.2B | 0.8% | $149.42 | +5.66% | 5 qtrssince 2022-Q4 | Decreased 0 |
Honeywell International Inc | 19.7M | $4.1B | 0.8% | $195.94 | +0.02% | 5 qtrssince 2022-Q4 | Decreased 0 |
General Dynamics Corp | 15.4M | $4B | 0.7% | $226.22 | +8.81% | 5 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $536.4B across 1812 positions as of Q4 2023. Top holdings: MSFT (4.4%), UNH (2.4%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 175 new positions, 161 exits, 727 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $536.4B across 1812 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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