MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,669 positions
iShares Trust MSCI EAFE ETF | 4.8M | $348.7M | 4.0% | $53.86 | +16.87% | 8 qtrssince 2019-Q1 | Increased 62 |
Apple Inc. | 2.1M | $276.6M | 3.1% | $45.22 | +184.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 988,172 | $219.8M | 2.5% | $110.71 | +91.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 2.6M | $182.9M | 2.1% | $50.49 | +17.46% | 8 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 53,811 | $175.3M | 2.0% | $89.12 | +82.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $148.7M | 1.7% | $107.08 | +4.01% | 3 qtrssince 2020-Q2 | Unchanged 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 2.3M | $110.7M | 1.3% | $33.48 | +20.86% | 8 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 1.2M | $100.8M | 1.1% | $71.03 | +0.22% | 2 qtrssince 2020-Q3 | Increased 76 |
Meta Platforms Inc | 302,830 | $82.7M | 0.9% | $165.53 | +63.46% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE GROWTH ETF | 743,432 | $75M | 0.9% | $70.95 | +31.38% | 8 qtrssince 2019-Q1 | Increased 42 |
ISHARES MSCI EAFE VALUE ETF | 1.6M | $74M | 0.8% | $35.67 | +7.64% | 8 qtrssince 2019-Q1 | Increased 42 |
Tesla Inc | 96,038 | $67.8M | 0.8% | $235.22 | 0.00% | 1 qtr | New 58 |
Alphabet Inc. | 37,890 | $66.4M | 0.8% | $58.29 | +48.91% | 8 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 36,599 | $64.1M | 0.7% | $58.09 | +49.37% | 8 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 244,955 | $56.8M | 0.6% | $200.98 | +15.37% | 8 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 330,960 | $52.1M | 0.6% | $113.72 | +18.16% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 404,245 | $51.4M | 0.6% | $82.61 | +33.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 816,590 | $50.7M | 0.6% | $35.74 | +50.38% | 4 qtrssince 2020-Q1 | Increased 43 |
Visa Inc | 222,450 | $48.7M | 0.6% | $148.78 | +40.93% | 8 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 594,761 | $47.3M | 0.5% | $53.93 | +25.29% | 8 qtrssince 2019-Q1 | Increased 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $8.8B across 1669 positions as of Q4 2020. Top holdings: EFA (4.0%), AAPL (3.1%), MSFT (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 31 new positions, 31 exits, 788 increased. Top move: VCSH (INCREASED, conviction 76). Portfolio: $8.8B across 1669 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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