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MOACM

Mutual of America Capital Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 43.46%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+43.46%
3 Year Est. Return
+122.83%
5 Year Est. Return
+161.2%
10 Year Est. Return
+586.61%
AUM
$9.28B
AUM Growth
+$595M
Cap. Flow
-$165M
Cap. Flow %
-1.78%
Top 10 Hldgs %
25.29%
Holding
1,427
New
15
Increased
146
Reduced
1,198
Closed
52

Top Buys

Rank Stock Value
1
OKTA icon
Okta
OKTA
+$8.88M
2
IBP icon
Installed Building Products
IBP
+$8.07M
3
RLI icon
RLI Corp
RLI
+$7.35M
4
CURB
Curbline Properties
CURB
+$7M
5
RBC icon
RBC Bearings
RBC
+$6.87M

Top Sells

Rank Stock Value
1
SKWD icon
Skyward Specialty Insurance
SKWD
+$7.96M
2
AAPL icon
Apple
AAPL
+$7.34M
3
SKY icon
Champion Homes
SKY
+$6.7M
4
NVDA icon
NVIDIA
NVDA
+$6.38M
5
SWTX
SpringWorks Therapeutics
SWTX
+$6.37M

Sector Composition

Rank Sector Weight
1 Technology 27.49%
2 Financials 14.47%
3 Industrials 11.15%
4 Consumer Discretionary 10.64%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$453B
$35.6M 0.38%
751,503
-18,538
-2% -$780K
UNH icon
27
UnitedHealth
UNH
$362B
$34.7M 0.37%
111,177
-1,206
-1% -$461K
PLTR icon
28
Palantir
PLTR
$423B
$33.2M 0.36%
243,908
+5,565
+2% +$653K
GE icon
29
GE Aerospace
GE
$376B
$32.9M 0.35%
127,658
+4
+0% +$878
CSCO icon
30
Cisco
CSCO
$452B
$31.6M 0.34%
456,173
-6,922
-1% -$425K
KO icon
31
Coca-Cola
KO
$376B
$31.4M 0.34%
443,567
-6,033
-1% -$430K
IBM icon
32
IBM
IBM
$223B
$31.4M 0.34%
106,425
-948
-0.9% -$244K
CRM icon
33
Salesforce
CRM
$159B
$31M 0.33%
113,606
-1,257
-1% -$336K
IEMG icon
34
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$30M 0.32%
499,634
– –
WFC icon
35
Wells Fargo
WFC
$268B
$29.9M 0.32%
373,207
-9,277
-2% -$669K
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$29.6M 0.32%
598,543
– –
INTU icon
37
Intuit
INTU
$93.2B
$28.2M 0.3%
35,821
-557
-2% -$377K
CVX icon
38
Chevron
CVX
$383B
$27.6M 0.3%
192,501
-8,096
-4% -$1.14M
ABT icon
39
Abbott
ABT
$193B
$27.1M 0.29%
199,228
-2,180
-1% -$287K
T icon
40
AT&T
T
$167B
$26.9M 0.29%
929,237
-14,559
-2% -$401K
GS icon
41
Goldman Sachs
GS
$306B
$26.5M 0.29%
37,411
-1,178
-3% -$683K
AMD icon
42
Advanced Micro Devices
AMD
$808B
$26.4M 0.28%
185,918
-2,503
-1% -$272K
DIS icon
43
Walt Disney
DIS
$180B
$25.6M 0.28%
206,135
-4,061
-2% -$422K
NOW icon
44
ServiceNow
NOW
$129B
$25.4M 0.27%
123,290
-1,085
-0.9% -$205K
LIN icon
45
Linde
LIN
$223B
$25.3M 0.27%
53,977
-1,389
-3% -$634K
BKNG icon
46
Booking.com
BKNG
$158B
$25.2M 0.27%
108,775
-4,025
-4% -$824K
INDA icon
47
iShares MSCI India ETF
INDA
$6.6B
$24.6M 0.26%
441,366
– –
MCD icon
48
McDonald's
MCD
$196B
$24M 0.26%
81,989
-1,403
-2% -$433K
DB icon
49
Deutsche Bank
DB
$72.4B
$23.9M 0.26%
804,991
– –
RTX icon
50
RTX Corp
RTX
$298B
$23.5M 0.25%
161,010
-1,998
-1% -$266K
1
2
3 4 5

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HRCM
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HI
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MPI
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URS
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Mutual of America Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Mutual of America Capital Management held 1,427 positions worth $9.28B, up 6.9% from $8.68B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.7%. Mutual of America Capital Management opened 15 new positions and exited 52, leaving the 1,427-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • Mutual of America Capital Management's largest Q2 2025 buy was Coinbase: 24,244 shares worth $8.5M.
  • Mutual of America Capital Management added most to Okta in Q2 2025, an estimated $8.88M increase.
  • Mutual of America Capital Management's biggest Q2 2025 reduction was Apple, cutting an estimated $7.34M.
  • Mutual of America Capital Management fully exited Skyward Specialty Insurance in Q2 2025, selling an estimated $7.96M.
  • Mutual of America Capital Management's ten largest holdings make up 25% of its $9.28B portfolio in Q2 2025.
  • Mutual of America Capital Management opened 15 new positions and closed 52 in Q2 2025.
  • Mutual of America Capital Management's portfolio value rose 6.9% quarter-over-quarter to $9.28B.

Based on Mutual of America Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.