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
$695M
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$45.4M
3
+$33.7M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$561M 80.61%
2,318,285
+1,145,906
2
$72.9M 10.49%
328,454
+204,515
3
$61.9M 8.9%
254,200
+138,500