MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,447 positions
Apple Inc. | 1.9M | $450.2M | 4.7% | $54.61 | +323.09% | 23 qtrssince 2019-Q1 | Increased 59 |
Microsoft Corp. | 953,985 | $410.5M | 4.3% | $124.44 | +240.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 3.1M | $382.3M | 4.0% | $6.83 | +1672.08% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $220M | 2.3% | $96.15 | +93.78% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $178.3M | 1.9% | $107.69 | -4.14% | 18 qtrssince 2020-Q2 | Unchanged 0 |
Meta Platforms Inc | 271,049 | $155.2M | 1.6% | $168.55 | +237.42% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 759,196 | $125.9M | 1.3% | $63.90 | +157.73% | 23 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 226,791 | $104.4M | 1.1% | $207.88 | +121.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 592,630 | $102.2M | 1.1% | $34.22 | +395.48% | 23 qtrssince 2019-Q1 | Increased 76 |
Alphabet Inc. | 591,360 | $98.9M | 1.0% | $60.37 | +175.01% | 23 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 341,846 | $89.4M | 0.9% | $238.54 | +9.68% | 16 qtrssince 2020-Q4 | Decreased 0 |
Eli Lilly & Co. | 99,792 | $88.4M | 0.9% | $131.19 | +566.01% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 375,858 | $79.3M | 0.8% | $85.83 | +135.77% | 23 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 120,736 | $70.6M | 0.7% | $236.58 | +135.62% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 118,362 | $68.3M | 0.7% | $514.46 | +9.41% | 23 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 560,561 | $65.7M | 0.7% | $63.23 | +74.09% | 23 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 221,863 | $61M | 0.6% | $156.11 | +73.51% | 23 qtrssince 2019-Q1 | Increased 42 |
Home Depot Inc. | 129,482 | $52.5M | 0.6% | $167.06 | +130.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 104,968 | $51.8M | 0.5% | $234.69 | +107.91% | 23 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 58,416 | $51.8M | 0.5% | $273.56 | +220.55% | 23 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $9.5B across 1447 positions as of Q3 2024. Top holdings: AAPL (4.7%), MSFT (4.3%), NVDA (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 30 new positions, 35 exits, 179 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $9.5B across 1447 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
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