Portfolio update: Wellington Management
Another in a series of portfolio updates from Boston's biggest investment management firms, based on reports filed with the Securities and Exchange Commission this week:
Wellington Management list of its 10 largest stock holdings, as of June 30, remains true to the firm's value-investing roots. Nine of its top 10 stocks are repeats from the previous quarter, though rearranged in some cases. The only real change: Google Inc. replaced Swiss banking giant UBS AG in the tenth spot during the second quarter.
Wellington's complete top 10 list includes: Shering-Plough Corp. ($5.6 billion), Citigroup Inc. ($5.4 billion), Bank of America Corp. ($5.2 billion), AT&T Inc. ($5.1 billion), General Electric Co. ($4.8 billion), Exxon Mobil Corp. ($4.8 billion), ConocoPhillips ($4.3 billion), Eli Lilly & Co. ($4.3 billion), Medtronic INc. $3.3 billion) and Google Inc. $3.3 billion).
The entire Wellington stock portfolio report is available HERE. You can read Wellington's first-quarter filing can be read HERE.






