MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,678 positions
ISHARES TR | 4M | $244.5M | 3.5% | $52.89 | -2.25% | 6 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 1.1M | $218.6M | 3.1% | $110.71 | +74.39% | 6 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 578,246 | $210.9M | 3.0% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 56,822 | $156.8M | 2.2% | $89.12 | +54.77% | 6 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 2.1M | $118.5M | 1.7% | $49.55 | -2.40% | 6 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 781,292 | $105.1M | 1.5% | $106.84 | 0.00% | 1 qtr | New 68 |
VANGUARD TAX-MANAGED FDS | 2.2M | $83.6M | 1.2% | $33.05 | -1.44% | 6 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC | 323,058 | $73.4M | 1.0% | $165.53 | +35.88% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 710,200 | $59M | 0.8% | $70.24 | +8.35% | 6 qtrssince 2019-Q1 | Increased 42 |
ISHARES | 1.5M | $58.8M | 0.8% | $35.88 | -11.19% | 6 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 40,724 | $57.7M | 0.8% | $58.29 | +20.48% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 39,702 | $56.1M | 0.8% | $58.09 | +20.53% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 359,483 | $50.6M | 0.7% | $113.72 | +4.17% | 6 qtrssince 2019-Q1 | Increased 41 |
BERKSHIRE HATHAWAY INC DEL | 265,138 | $47.3M | 0.7% | $200.98 | -11.18% | 6 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 242,975 | $46.9M | 0.7% | $148.78 | +24.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
PROCTER AND GAMBLE CO | 353,917 | $42.3M | 0.6% | $87.35 | +16.77% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 440,563 | $41.9M | 0.6% | $77.21 | 0.00% | 1 qtr | New 57 |
JPMORGAN CHASE & CO. | 439,633 | $41.4M | 0.6% | $82.61 | -3.25% | 6 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 137,312 | $40.5M | 0.6% | $217.10 | +21.86% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 158,985 | $39.8M | 0.6% | $159.57 | +34.59% | 6 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $7.1B across 1678 positions as of Q2 2020. Top holdings: EFA (3.5%), MSFT (3.1%), AAPL (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 52 new positions, 66 exits, 911 increased. Top move: LQD (NEW, conviction 68). Portfolio: $7.1B across 1678 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR