MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,698 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EAFE ETF CL USD INC | 3.3M | $214.7M | 3.1% | $52.49 | 0.00% | 1 qtr | New 85 |
MICROSOFT CORP | 1.2M | $139.9M | 2.0% | $110.82 | 0.00% | 1 qtr | New 78 |
APPLE INC | 693,958 | $131.8M | 1.9% | $45.22 | 0.00% | 1 qtr | New 69 |
AMAZON.COM INC | 58,227 | $103.7M | 1.5% | $89.04 | 0.00% | 1 qtr | New 68 |
VANGUARD FTSE DEVELOPED ETF | 2.1M | $87.1M | 1.3% | $33.05 | 0.00% | 1 qtr | New 68 |
ISHARES CORE MSCI EAFE ETF | 1.2M | $71.7M | 1.0% | $48.94 | 0.00% | 1 qtr | New 68 |
META PLATFORMS INC-CLASS A | 317,180 | $52.9M | 0.8% | $165.53 | 0.00% | 1 qtr | New 57 |
JPMORGAN CHASE & CO | 521,665 | $52.8M | 0.8% | $83.49 | 0.00% | 1 qtr | New 57 |
BERKSHIRE HATHAWAY INC-CL B | 259,551 | $52.1M | 0.8% | $200.89 | 0.00% | 1 qtr | New 57 |
JOHNSON & JOHNSON | 356,364 | $49.8M | 0.7% | $115.59 | 0.00% | 1 qtr | New 57 |
ALPHABET INC-CL C | 40,927 | $48M | 0.7% | $58.23 | 0.00% | 1 qtr | New 57 |
ALPHABET INC-CL A | 39,867 | $46.9M | 0.7% | $58.40 | 0.00% | 1 qtr | New 57 |
EXXON MOBIL CORP | 566,551 | $45.8M | 0.7% | $58.62 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI EAFE GROWTH ETF | 577,155 | $44.7M | 0.6% | $69.17 | 0.00% | 1 qtr | New 57 |
VISA INC-CLASS A SHARES | 281,502 | $44M | 0.6% | $148.12 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI EAFE VALUE ETF | 866,081 | $42.3M | 0.6% | $36.64 | 0.00% | 1 qtr | New 57 |
UNITEDHEALTH GROUP INC | 165,780 | $41M | 0.6% | $221.33 | 0.00% | 1 qtr | New 57 |
CISCO SYSTEMS INC | 755,363 | $40.8M | 0.6% | $43.51 | 0.00% | 1 qtr | New 57 |
BANK OF AMERICA CORP | 1.4M | $40M | 0.6% | $23.15 | 0.00% | 1 qtr | New 57 |
HOME DEPOT INC | 195,500 | $37.5M | 0.5% | $162.77 | 0.00% | 1 qtr | New 57 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $6.9B across 1698 positions as of Q1 2019. Top holdings: EFA (3.1%), MSFT (2.0%), AAPL (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 1698 new positions, 0 exits, 0 increased. Top move: EFA (NEW, conviction 85). Portfolio: $6.9B across 1698 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer