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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
+13.03%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$646M
AUM Growth
+$29.3M
Cap. Flow
-$49.1M
Cap. Flow %
-7.6%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$49.1M

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
$814B
$552M 85.41%
1,954,018
-180,900
-8% -$49.1M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.05T
$47.2M 7.3%
181,715
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$875B
$47.2M 7.3%
165,700
– –

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AIM
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ILM
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RICHC
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White Mountains Advisors's Q1 2019 Portfolio in Review

As of Q1 2019, White Mountains Advisors held 3 positions worth $646M, up 4.7% from $617M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

White Mountains Advisors withdrew a net $49.1M in Q1 2019, reducing 1 holding. Its largest reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $49.1M.

  • White Mountains Advisors's biggest Q1 2019 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $49.1M.
  • White Mountains Advisors's ten largest holdings make up 100% of its $646M portfolio in Q1 2019.
  • White Mountains Advisors opened 0 new positions and closed 0 in Q1 2019.
  • White Mountains Advisors's portfolio value rose 4.7% quarter-over-quarter to $646M.

Based on White Mountains Advisors's 13F filing for Q1 2019, filed 13 May 2019.