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WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Fund
S&P 500
This Quarter Est. Return
+5.46%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$60.3M
Cap. Flow
+$44.9M
Cap. Flow %
13.58%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$276M 83.59%
1,172,379
+193,275
+20% +$44.9M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$898B
$27.5M 8.3%
115,700
– –
VOO icon
3
Vanguard S&P 500 ETF
VOO
$1.03T
$26.8M 8.11%
123,939
– –

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AIM
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MUS
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ILM
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GCM
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RICHC
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White Mountains Advisors's Q1 2017 Portfolio in Review

As of Q1 2017, White Mountains Advisors held 3 positions worth $331M, up 22% from $270M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Advisors deployed $44.9M of net new capital in Q1 2017, adding to 1 existing holding.

  • White Mountains Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2017, an estimated $44.9M increase.
  • White Mountains Advisors's ten largest holdings make up 100% of its $331M portfolio in Q1 2017.
  • White Mountains Advisors opened 0 new positions and closed 0 in Q1 2017.
  • White Mountains Advisors's portfolio value rose 22% quarter-over-quarter to $331M.

Based on White Mountains Advisors's 13F filing for Q1 2017, filed 11 May 2017.