We are live on ! Find out more
WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Fund
S&P 500
This Quarter Est. Return
-14.03%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$617M
AUM Growth
-$58.2M
Cap. Flow
+$39.4M
Cap. Flow %
6.38%
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
+$39.4M

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
$534M 86.47%
2,134,918
+146,000
+7% +$39.4M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$41.8M 6.77%
181,715
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$898B
$41.7M 6.76%
165,700
– –

Similar funds

HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
MUS
Mitsubishi UFJ Securities Tokyo, Japan $69.4M AUM 17.25% 1-Year Est. Return
ILM
Indigo Latam Management Phoenix, Arizona $100M AUM 27.97% 1-Year Est. Return
GCM
Greywolf Capital Management Purchase, New York $67.3M AUM 100.05% 1-Year Est. Return
VC
Voit & Company Brookfield, Wisconsin $103M AUM 30.18% 1-Year Est. Return
RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return

White Mountains Advisors's Q4 2018 Portfolio in Review

As of Q4 2018, White Mountains Advisors held 3 positions worth $617M, down 8.6% from $675M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Advisors deployed $39.4M of net new capital in Q4 2018, adding to 1 existing holding.

  • White Mountains Advisors added most to State Street SPDR S&P 500 ETF Trust in Q4 2018, an estimated $39.4M increase.
  • White Mountains Advisors's ten largest holdings make up 100% of its $617M portfolio in Q4 2018.
  • White Mountains Advisors opened 0 new positions and closed 0 in Q4 2018.
  • White Mountains Advisors's portfolio value fell 8.6% quarter-over-quarter to $617M.

Based on White Mountains Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.