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 12/31/20. The fund's latest filing disclosed 543BN in positions, representing 61% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 543BN in positions, representing 61% of the manager's regulatory AUM.
WELLINGTON StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WELLINGTON Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
MSFT | 2.68% | Tech | 3.19% | 0.09% | 3 | 50% | ||
AAPL | 2.44% | Tech | -8.68% | -0.21% | 1 | 52% | ||
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WELLINGTON Founders and Key Employees
Name | Title | In Position Since |
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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 |
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WELLINGTON Investment Strategy
WELLINGTON Portfolio Concentration
WELLINGTON Location
280 CONGRESS STREET
BOSTON, Massachusetts
UNITED STATES, 02210
BOSTON, Massachusetts
UNITED STATES, 02210
WELLINGTON Contact Information
Phone Number: 617-951-5000
Fax Number: 549300YHP12TEZNLCX41
Website: https://www.wellington.com
Fax Number: 549300YHP12TEZNLCX41
Website: https://www.wellington.com
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