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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
+2.58%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$365M
Cap. Flow
+$353M
Cap. Flow %
50.77%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$275M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$45M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.4M

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
$561M 80.61%
2,318,285
+1,145,906
+98% +$275M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$72.9M 10.49%
328,454
+204,515
+165% +$45M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$898B
$61.9M 8.9%
254,200
+138,500
+120% +$33.4M

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AIM
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MUS
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ILM
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RICHC
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White Mountains Advisors's Q2 2017 Portfolio in Review

As of Q2 2017, White Mountains Advisors held 3 positions worth $695M, up 110% from $331M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Advisors deployed $353M of net new capital in Q2 2017, adding to 3 existing holdings.

  • White Mountains Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2017, an estimated $275M increase.
  • White Mountains Advisors's ten largest holdings make up 100% of its $695M portfolio in Q2 2017.
  • White Mountains Advisors opened 0 new positions and closed 0 in Q2 2017.
  • White Mountains Advisors's portfolio value rose 110% quarter-over-quarter to $695M.

Based on White Mountains Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.