MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,669 positions
ISHARES TR | 4.4M | $278M | 3.7% | $53.00 | +2.32% | 7 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 2.2M | $251.8M | 3.4% | $45.22 | +148.18% | 7 qtrssince 2019-Q1 | Increased 91 |
MICROSOFT CORP | 1M | $216.1M | 2.9% | $110.71 | +80.67% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 55,489 | $174.7M | 2.3% | $89.12 | +76.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.5M | $147.8M | 2.0% | $49.78 | +2.51% | 7 qtrssince 2019-Q1 | Increased 56 |
ISHARES IBOXX INVESTMENT GRA | 1.1M | $145M | 1.9% | $107.08 | +0.59% | 2 qtrssince 2020-Q2 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 2.2M | $90.9M | 1.2% | $33.09 | +4.55% | 7 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC | 311,853 | $81.7M | 1.1% | $165.53 | +56.72% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 733,247 | $65.9M | 0.9% | $70.64 | +17.11% | 7 qtrssince 2019-Q1 | Increased 43 |
ISHARES MSCI EAFE VALUE ETF | 1.6M | $63.1M | 0.8% | $35.66 | -9.67% | 7 qtrssince 2019-Q1 | Increased 44 |
ALPHABET INC | 39,247 | $57.5M | 0.8% | $58.29 | +24.52% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 38,362 | $56.4M | 0.8% | $58.09 | +25.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 258,991 | $55.2M | 0.7% | $200.98 | +5.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 340,482 | $50.7M | 0.7% | $113.72 | +11.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 341,544 | $47.5M | 0.6% | $87.35 | +36.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 232,550 | $46.5M | 0.6% | $148.78 | +28.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 80,380 | $43.5M | 0.6% | $4.75 | +183.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 151,042 | $41.9M | 0.6% | $159.57 | +49.99% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 789,815 | $41.7M | 0.6% | $35.13 | +26.58% | 3 qtrssince 2020-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 131,751 | $41.1M | 0.5% | $217.10 | +29.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $7.5B across 1669 positions as of Q3 2020. Top holdings: EFA (3.7%), AAPL (3.4%), MSFT (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 23 new positions, 32 exits, 858 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $7.5B across 1669 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
Verify source filings on SEC EDGAR