WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.67M
3
+$6.02M

Top Sells

1
+$37.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 35.98%
562,900
+44,100
2
$77.4M 24.08%
374,700
-181,900
3
$62.7M 19.51%
332,600
+31,900
4
$41.2M 12.82%
417,100
5
$24.5M 7.61%
214,600
+58,500