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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
ONTO icon
451
Onto Innovation
ONTO
$20.6B
$4.83M 0.05%
47,842
+887
+2% +$94.7K
EVR icon
452
Evercore
EVR
$12B
$4.83M 0.05%
17,879
-342
-2% -$75.2K
CUBE icon
453
CubeSmart
CUBE
$9.4B
$4.82M 0.05%
113,362
-3,035
-3% -$126K
PEG icon
454
Public Service Enterprise Group
PEG
$37.8B
$4.82M 0.05%
57,216
-54,019
-49% -$4.36M
ROST icon
455
Ross Stores
ROST
$78.6B
$4.81M 0.05%
37,707
-687
-2% -$95.3K
STE icon
456
Steris
STE
$23B
$4.8M 0.05%
19,999
+8,548
+75% +$1.99M
AXTA icon
457
Axalta
AXTA
$7.93B
$4.8M 0.05%
161,787
-15,439
-9% -$481K
RRX icon
458
Regal Rexnord
RRX
$11.4B
$4.78M 0.05%
32,989
-1,097
-3% -$138K
WTRG icon
459
Essential Utilities
WTRG
$11.5B
$4.76M 0.05%
128,260
-1,770
-1% -$68.9K
VRNS icon
460
Varonis Systems
VRNS
$5.26B
$4.73M 0.05%
93,174
+7,919
+9% +$360K
YUM icon
461
Yum! Brands
YUM
$41.2B
$4.72M 0.05%
31,874
-601
-2% -$87.7K
WY icon
462
Weyerhaeuser
WY
$17.9B
$4.72M 0.05%
183,539
-7,611
-4% -$199K
TTEK icon
463
Tetra Tech
TTEK
$9.33B
$4.71M 0.05%
131,042
-6,911
-5% -$230K
BANF icon
464
BancFirst
BANF
$3.89B
$4.69M 0.05%
37,891
+34,988
+1,205% +$4.16M
BRO icon
465
Brown & Brown
BRO
$24B
$4.68M 0.05%
42,192
+4,509
+12% +$507K
VMC icon
466
Vulcan Materials
VMC
$36B
$4.65M 0.05%
17,847
-208
-1% -$53.5K
CHWY icon
467
Chewy
CHWY
$9.2B
$4.65M 0.05%
109,139
+23,883
+28% +$951K
GLW icon
468
Corning
GLW
$137B
$4.64M 0.05%
88,266
-1,252
-1% -$58.6K
CAH icon
469
Cardinal Health
CAH
$53.8B
$4.61M 0.05%
27,425
-730
-3% -$108K
KVUE icon
470
Kenvue
KVUE
$36.9B
$4.6M 0.05%
219,849
-73,973
-25% -$1.68M
BLD
471
DELISTED
TopBuild
BLD
$4.58M 0.05%
14,132
-958
-6% -$284K
WBS icon
472
Webster Financial
WBS
$12.8B
$4.57M 0.05%
83,662
-4,550
-5% -$227K
AVTR icon
473
Avantor
AVTR
$9.37B
$4.56M 0.05%
338,879
-11,570
-3% -$158K
PLNT icon
474
Planet Fitness
PLNT
$3.71B
$4.55M 0.05%
41,700
-1,626
-4% -$163K
AYI icon
475
Acuity Brands
AYI
$10.8B
$4.54M 0.05%
15,220
-559
-4% -$145K
17 18
19
20 21

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ACA
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
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.