MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,458 positions
Apple Inc. | 2M | $386.7M | 4.5% | $50.12 | +279.51% | 20 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1M | $383.6M | 4.4% | $124.44 | +195.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $185.9M | 2.1% | $96.15 | +58.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $174.6M | 2.0% | $107.69 | -8.84% | 15 qtrssince 2020-Q2 | Unchanged 0 |
NVIDIA Corp. | 339,010 | $167.9M | 1.9% | $6.83 | +622.48% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 791,969 | $110.6M | 1.3% | $63.90 | +116.54% | 20 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 297,089 | $105.2M | 1.2% | $168.55 | +108.01% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 667,181 | $94M | 1.1% | $60.37 | +131.25% | 20 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 369,899 | $91.9M | 1.1% | $238.54 | +4.17% | 13 qtrssince 2020-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 243,428 | $86.8M | 1.0% | $207.88 | +71.57% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 972,374 | $75.2M | 0.9% | $71.02 | -0.15% | 14 qtrssince 2020-Q3 | Unchanged 0 |
Broadcom Inc | 62,672 | $70M | 0.8% | $29.26 | +270.98% | 20 qtrssince 2019-Q1 | Increased 42 |
JPMorgan Chase & Co. | 404,122 | $68.7M | 0.8% | $85.83 | +86.89% | 20 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 129,784 | $68.3M | 0.8% | $236.58 | +109.69% | 20 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 110,902 | $64.6M | 0.7% | $131.19 | +336.09% | 20 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 221,854 | $57.8M | 0.7% | $153.34 | +66.31% | 20 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 551,614 | $55.2M | 0.6% | $59.52 | +55.64% | 20 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 334,403 | $52.4M | 0.6% | $118.79 | +22.13% | 20 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 138,707 | $48.1M | 0.6% | $167.06 | +93.36% | 20 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 110,843 | $47.3M | 0.5% | $234.69 | +78.78% | 20 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $8.7B across 1458 positions as of Q4 2023. Top holdings: AAPL (4.5%), MSFT (4.4%), AMZN (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 46 new positions, 27 exits, 224 increased. Top move: AVGO (INCREASED, conviction 42). Portfolio: $8.7B across 1458 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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