MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,693 positions
ISHARES MSCI EAFE ETF | 3.6M | $235.9M | 3.3% | $52.61 | +2.10% | 3 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 1.2M | $166.8M | 2.3% | $110.33 | +18.49% | 3 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 676,022 | $151.4M | 2.1% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 59,026 | $102.5M | 1.4% | $89.08 | -2.57% | 3 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 1.6M | $95.7M | 1.3% | $49.25 | +1.60% | 3 qtrssince 2019-Q1 | Increased 55 |
VANGUARD TAX-MANAGED INTL FD | 2.1M | $87.7M | 1.2% | $33.05 | +1.93% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 520,649 | $61.3M | 0.9% | $82.72 | +17.94% | 3 qtrssince 2019-Q1 | Decreased 0 |
FACEBOOK INC-CLASS A | 323,379 | $57.6M | 0.8% | $165.53 | +6.56% | 3 qtrssince 2019-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC-CL B | 262,550 | $54.6M | 0.8% | $201.00 | +3.49% | 3 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 646,127 | $52M | 0.7% | $69.56 | +4.42% | 3 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 1.1M | $50.2M | 0.7% | $36.63 | -0.45% | 3 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 40,545 | $49.4M | 0.7% | $58.10 | +3.92% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 40,202 | $49.1M | 0.7% | $58.27 | +3.80% | 3 qtrssince 2019-Q1 | Increased 41 |
VISA INC-CLASS A SHARES | 284,121 | $48.9M | 0.7% | $148.27 | +10.35% | 3 qtrssince 2019-Q1 | Increased 41 |
JOHNSON & JOHNSON | 353,163 | $45.7M | 0.6% | $113.77 | -6.12% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 195,908 | $45.5M | 0.6% | $159.54 | +22.33% | 3 qtrssince 2019-Q1 | Increased 41 |
PROCTER & GAMBLE CO/THE | 334,473 | $41.6M | 0.6% | $85.93 | +21.16% | 3 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 1.4M | $41.3M | 0.6% | $23.05 | +6.93% | 3 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 565,542 | $39.9M | 0.6% | $58.61 | -9.41% | 3 qtrssince 2019-Q1 | Increased 41 |
COMCAST CORP-CLASS A | 868,531 | $39.2M | 0.5% | $29.91 | +13.51% | 3 qtrssince 2019-Q1 | Increased 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $7.2B across 1693 positions as of Q3 2019. Top holdings: EFA (3.3%), MSFT (2.3%), AAPL (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 44 new positions, 45 exits, 1095 increased. Top move: EFA (INCREASED, conviction 60). Portfolio: $7.2B across 1693 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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Top Losers
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