MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,453 positions
Apple Inc. | 2.2M | $285.4M | 3.6% | $50.12 | +154.69% | 16 qtrssince 2019-Q1 | Increased 58 |
Microsoft Corp. | 1.1M | $262.6M | 3.3% | $123.76 | +88.06% | 16 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 1.6M | $166.3M | 2.1% | $107.69 | -16.68% | 11 qtrssince 2020-Q2 | Unchanged 0 |
Amazon.com, Inc. | 1.3M | $107.6M | 1.3% | $95.93 | -12.44% | 16 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 1.4M | $102.5M | 1.3% | $71.02 | -5.98% | 10 qtrssince 2020-Q3 | Unchanged 0 |
Berkshire Hathaway Inc. | 257,386 | $79.5M | 1.0% | $207.71 | +48.72% | 16 qtrssince 2019-Q1 | Increased 43 |
Alphabet Inc. | 853,302 | $75.3M | 0.9% | $63.75 | +37.09% | 16 qtrssince 2019-Q1 | Increased 43 |
UnitedHealth Group Inc. | 140,560 | $74.5M | 0.9% | $236.52 | +108.09% | 16 qtrssince 2019-Q1 | Increased 43 |
Johnson & Johnson | 384,364 | $67.9M | 0.8% | $118.54 | +33.87% | 16 qtrssince 2019-Q1 | Increased 43 |
Alphabet Inc. | 756,688 | $67.1M | 0.8% | $60.37 | +45.59% | 16 qtrssince 2019-Q1 | Increased 42 |
EXXON MOBIL CORP | 602,373 | $66.4M | 0.8% | $59.49 | +66.13% | 16 qtrssince 2019-Q1 | Increased 42 |
JPMorgan Chase & Co. | 439,262 | $58.9M | 0.7% | $85.81 | +43.10% | 16 qtrssince 2019-Q1 | Increased 43 |
NVIDIA Corp. | 365,672 | $53.4M | 0.7% | $6.50 | +124.12% | 16 qtrssince 2019-Q1 | Increased 42 |
The Procter & Gamble Co. | 350,712 | $53.2M | 0.7% | $89.83 | +53.00% | 16 qtrssince 2019-Q1 | Increased 42 |
Visa Inc | 243,560 | $50.6M | 0.6% | $153.34 | +31.67% | 16 qtrssince 2019-Q1 | Increased 42 |
Home Depot Inc. | 151,866 | $48M | 0.6% | $167.06 | +71.47% | 16 qtrssince 2019-Q1 | Increased 42 |
Tesla Inc | 383,182 | $47.2M | 0.6% | $238.49 | -48.35% | 9 qtrssince 2020-Q4 | Increased 43 |
Chevron Corp. | 254,398 | $45.7M | 0.6% | $92.26 | +69.85% | 16 qtrssince 2019-Q1 | Increased 42 |
AbbVie Inc. | 270,562 | $43.7M | 0.5% | $64.23 | +120.23% | 16 qtrssince 2019-Q1 | Increased 42 |
Eli Lilly & Co. | 117,639 | $43M | 0.5% | $130.17 | +173.13% | 16 qtrssince 2019-Q1 | Increased 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $8B across 1453 positions as of Q4 2022. Top holdings: AAPL (3.6%), MSFT (3.3%), LQD (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 48 new positions, 226 exits, 1202 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $8.0B across 1453 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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