MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,439 positions
Apple Inc. | 2.1M | $361.6M | 4.5% | $50.12 | +237.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.1M | $336.9M | 4.2% | $124.44 | +147.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.3M | $162.4M | 2.0% | $96.15 | +32.21% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $161M | 2.0% | $107.69 | -17.20% | 14 qtrssince 2020-Q2 | Unchanged 0 |
NVIDIA Corp. | 354,712 | $154.3M | 1.9% | $6.83 | +534.55% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 830,267 | $108.6M | 1.3% | $63.90 | +102.86% | 19 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 386,217 | $96.6M | 1.2% | $238.54 | +4.89% | 12 qtrssince 2020-Q4 | Decreased 0 |
Meta Platforms Inc | 311,084 | $93.4M | 1.2% | $168.55 | +76.43% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 706,822 | $93.2M | 1.1% | $60.37 | +116.35% | 19 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 255,150 | $89.4M | 1.1% | $207.88 | +68.51% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 972,374 | $73.1M | 0.9% | $71.02 | -4.15% | 13 qtrssince 2020-Q3 | Unchanged 0 |
UnitedHealth Group Inc. | 136,061 | $68.6M | 0.8% | $236.58 | +100.13% | 19 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 576,847 | $67.8M | 0.8% | $59.52 | +81.37% | 19 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 116,081 | $62.4M | 0.8% | $131.19 | +301.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 425,092 | $61.6M | 0.8% | $85.83 | +58.17% | 19 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 350,114 | $54.5M | 0.7% | $118.79 | +20.40% | 19 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 233,964 | $53.8M | 0.7% | $153.34 | +46.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 61,948 | $51.5M | 0.6% | $28.34 | +183.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 330,136 | $48.2M | 0.6% | $89.83 | +50.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 116,455 | $46.1M | 0.6% | $234.69 | +65.71% | 19 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $8.1B across 1439 positions as of Q3 2023. Top holdings: AAPL (4.5%), MSFT (4.2%), AMZN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 32 new positions, 60 exits, 127 increased. No standout high-conviction moves this quarter. Portfolio: $8.1B across 1439 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
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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