WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M Turnover 0%
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
–
Avg Time Held
4.6 years
Top 10 Avg Time Held
4.4 years
Top 20 Avg Time Held
4.4 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$437M 86.44%
1,474,018
– –
2014 Q4
19 quarters
IVV icon
2
iShares Core S&P 500 ETF
IVV
$884B
$34.5M 6.82%
115,700
– –
2015 Q2
17 quarters
VOO icon
3
Vanguard S&P 500 ETF
VOO
$1.04T
$34.1M 6.74%
125,096
– –
2014 Q4
19 quarters

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AIM
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MUS
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ILM
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GCM
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RICHC
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White Mountains Advisors's Q3 2019 Portfolio in Review

As of Q3 2019, White Mountains Advisors held 3 positions worth $506M, up 1.3% from $500M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2019: portfolio turnover was 0%. White Mountains Advisors opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

  • White Mountains Advisors's ten largest holdings make up 100% of its $506M portfolio in Q3 2019.
  • White Mountains Advisors opened 0 new positions and closed 0 in Q3 2019.
  • White Mountains Advisors's portfolio value rose 1.3% quarter-over-quarter to $506M.

Based on White Mountains Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.