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
$617M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$534M 86.47%
2,134,918
+146,000
2
$41.8M 6.77%
181,715
3
$41.7M 6.76%
165,700