MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,467 positions
APPLE INC | 2.2M | $423.6M | 4.8% | $50.12 | +281.34% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $373.8M | 4.2% | $124.44 | +166.83% | 18 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 1.6M | $170.7M | 1.9% | $107.69 | -13.12% | 13 qtrssince 2020-Q2 | Unchanged 0 |
AMAZON COM INC | 1.3M | $168.8M | 1.9% | $96.15 | +35.57% | 18 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORPORATION | 365,147 | $154.5M | 1.8% | $6.83 | +517.04% | 18 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC | 854,613 | $102.3M | 1.2% | $63.90 | +85.56% | 18 qtrssince 2019-Q1 | Increased 47 |
TESLA INC | 387,414 | $101.4M | 1.2% | $238.54 | +9.74% | 11 qtrssince 2020-Q4 | Increased 47 |
META PLATFORMS INC | 318,295 | $91.3M | 1.0% | $168.55 | +68.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 735,609 | $89M | 1.0% | $60.37 | +98.49% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 256,533 | $87.5M | 1.0% | $207.88 | +64.04% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 972,374 | $73.6M | 0.8% | $71.02 | -4.36% | 12 qtrssince 2020-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 140,599 | $67.6M | 0.8% | $236.58 | +90.04% | 18 qtrssince 2019-Q1 | Increased 42 |
EXXON MOBIL CORP | 598,775 | $64.2M | 0.7% | $59.52 | +63.26% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 387,453 | $64.1M | 0.7% | $118.79 | +27.03% | 18 qtrssince 2019-Q1 | Increased 42 |
JPMORGAN CHASE & CO. | 439,441 | $63.9M | 0.7% | $85.83 | +57.55% | 18 qtrssince 2019-Q1 | Increased 41 |
VISA INC | 242,208 | $57.5M | 0.7% | $153.34 | +51.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 64,320 | $55.8M | 0.6% | $28.34 | +194.75% | 18 qtrssince 2019-Q1 | Increased 41 |
ELI LILLY & CO | 118,015 | $55.3M | 0.6% | $131.19 | +249.46% | 18 qtrssince 2019-Q1 | Increased 41 |
PROCTER AND GAMBLE CO | 339,269 | $51.5M | 0.6% | $89.83 | +55.11% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 998,908 | $49.2M | 0.6% | $40.60 | +11.10% | 14 qtrssince 2020-Q1 | Unchanged 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $8.8B across 1467 positions as of Q2 2023. Top holdings: AAPL (4.8%), MSFT (4.2%), LQD (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 44 new positions, 37 exits, 451 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $8.8B across 1467 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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