WELLINGTON Overview

Wellington Management Group Llp is an investment advisor that manages 892.1 BN dollars in regulatory AUM and has 1600 employees, of which 466 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 399BN in positions, representing 45% of the manager's regulatory AUM.

WELLINGTON StockAlpha

-0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WELLINGTON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MRK 2.36% Health -3.67% 0.04% 9 27%
MSFT 1.98% Tech 6.64% 0.11% 4 36%
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FEATURED IN
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WELLINGTON Founders and Key Employees

Name Title In Position Since
Cynthia M. Clarke Chief Legal Officer January-2015
Edward J. Steinborn Chief Financial Officer January-2015
Brendan J. Swords Chief Executive Officer January-2015
Nancy M. Morris Chief Compliance Officer April-2012

WELLINGTON Brokers, Custodians, Auditors and Administrators

Type Company

WELLINGTON Investment Strategy

WELLINGTON Portfolio Concentration

WELLINGTON Location

280 CONGRESS STREET
BOSTON, Massachusetts
UNITED STATES, 02210

WELLINGTON Contact Information

Phone Number: 617-951-5000
Fax Number: 549300YHP12TEZNLCX41
Website:

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