MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,438 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $467.7M | 5.0% | $99.89 | +148.88% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3M | $409M | 4.4% | $112.55 | +22.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 926,907 | $390.7M | 4.2% | $125.32 | +236.51% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $252.2M | 2.7% | $107.76 | +105.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 1.6M | $168.6M | 1.8% | $108.61 | -8.06% | 19 qtrssince 2020-Q2 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 262,790 | $153.9M | 1.7% | $168.87 | +249.01% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 736,626 | $139.4M | 1.5% | $94.88 | +100.76% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 334,753 | $135.2M | 1.5% | $253.63 | +64.58% | 17 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 582,001 | $134.9M | 1.4% | $156.31 | +46.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 570,054 | $108.6M | 1.2% | $95.33 | +101.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 220,801 | $100.1M | 1.1% | $207.95 | +117.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 361,007 | $86.5M | 0.9% | $86.84 | +168.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 96,849 | $74.8M | 0.8% | $131.19 | +481.32% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 222,593 | $70.3M | 0.8% | $156.62 | +99.17% | 24 qtrssince 2019-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 116,972 | $59.2M | 0.6% | $241.45 | +105.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 539,074 | $58M | 0.6% | $63.23 | +60.27% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 103,686 | $54.6M | 0.6% | $235.81 | +121.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 56,258 | $51.5M | 0.6% | $273.56 | +231.74% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 545,379 | $49.3M | 0.5% | $49.87 | +79.89% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 126,079 | $49M | 0.5% | $170.75 | +122.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC manages $9.3B across 1438 positions as of Q4 2024. Top holdings: AAPL (5.0%), NVDA (4.4%), MSFT (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 40 exits, 448 increased. Top move: V (INCREASED, conviction 42). Portfolio: $9.3B across 1438 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