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
$580M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$129M
2
+$13.3M
3
+$346K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$453M 78.19%
1,804,235
-514,050
2
$75.4M 13.02%
326,954
-1,500
3
$51M 8.79%
201,500
-52,700