Wellington Management Co.
75 State St., Boston, MA 02109; phone: (617) 951-5000; fax: (617) 790-7223
(U.S. $ millions)
Total assets 215,277
Total U.S. institutional tax-exempt 45,668
U.S. institutional tax-exempt int'l/global 6,736
Internal international/global 6,736
Internal international 5,038
Active equity accounts 3,995
Emerging markets equity 200
Active bond accounts 843
International asset mix:
Equity 83%
Bonds 17%
Internal global 1,698
Active equity accounts 357
Active bond accounts 1,341
Global asset mix:
Equity 21%
Bonds 79%
Non-U.S. pension assets 2,221
Internally managed 2,221
International equity: Committed most heavily to the U.K., France, Japan, the Netherlands and Canada.
Global equity: Committed most heavily to the U.S., the U.K., France, Japan and the Netherlands.
Analysts/portfolio managers: Stationed in Radnor, Pa.; Boston; and Atlanta.
Year registered with SEC: 1960.
The statistics shown above include data from Wellington Trust Co.
Nancy T. Lukitsh is client contact.
255 E. Brown St., Suite 250, Birmingham, MI 48009; phone: (248) 901-0860; fax: (248) 901-0872
(U.S. $ millions)
Total assets 20,468
Total U.S. institutional tax-exempt 16,448
U.S. institutional tax-exempt int'l/global 3,554
Internal international/global 3,554
Internal international 3,554
Indexed equity accounts 3,554
International asset mix:
Equity 100%
Non-U.S. pension assets 662
Internally managed 662
International equity: Committed most heavily to the U.K., Japan, the Netherlands, Germany and Switzerland.
Analysts/portfolio managers: Stationed in Birmingham.
Year registered with SEC: 1994.
Parent company: Munder Capital Management.
Todd B. Johnson is chief investment officer; Robert J. Kay is client contact.
