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
+1.29%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$506M
AUM Growth
+$6.42M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

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
$786B
$437M 86.44%
1,474,018
– –
IVV icon
2
iShares Core S&P 500 ETF
IVV
$895B
$34.5M 6.82%
115,700
– –
VOO icon
3
Vanguard S&P 500 ETF
VOO
$989B
$34.1M 6.74%
125,096
– –

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