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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
CAT icon
51
Caterpillar
CAT
$393B
$23.1M 0.25%
59,387
-1,735
-3% -$578K
MS icon
52
Morgan Stanley
MS
$342B
$22.9M 0.25%
162,873
-2,760
-2% -$339K
MRK icon
53
Merck
MRK
$328B
$22.8M 0.25%
287,539
-6,207
-2% -$493K
UBER icon
54
Uber
UBER
$154B
$22.4M 0.24%
239,870
-3,103
-1% -$255K
ISRG icon
55
Intuitive Surgical
ISRG
$142B
$22.4M 0.24%
41,182
-384
-0.9% -$201K
VZ icon
56
Verizon
VZ
$195B
$21.7M 0.23%
501,643
-6,055
-1% -$262K
TXN icon
57
Texas Instruments
TXN
$253B
$21.6M 0.23%
104,170
-1,681
-2% -$298K
ADBE icon
58
Adobe
ADBE
$103B
$21.5M 0.23%
55,515
-1,875
-3% -$722K
ACN icon
59
Accenture
ACN
$110B
$21.5M 0.23%
71,783
-944
-1% -$288K
MTN icon
60
Vail Resorts
MTN
$5.29B
$21.1M 0.23%
134,211
-862
-0.6% -$128K
PEP icon
61
PepsiCo
PEP
$189B
$20.8M 0.22%
157,291
-1,971
-1% -$266K
EMXC icon
62
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$20.6M 0.22%
325,778
– –
AXP icon
63
American Express
AXP
$232B
$20.2M 0.22%
63,473
-1,071
-2% -$301K
C icon
64
Citigroup
C
$231B
$20.1M 0.22%
236,340
-4,898
-2% -$354K
QCOM icon
65
Qualcomm
QCOM
$171B
$20M 0.22%
125,811
-2,791
-2% -$411K
APH icon
66
Amphenol
APH
$210B
$19.7M 0.21%
199,417
+1,981
+1% +$162K
SPGI icon
67
S&P Global
SPGI
$121B
$19M 0.2%
36,000
-633
-2% -$316K
FA icon
68
First Advantage
FA
$3.61B
$18.3M 0.2%
1,103,593
-33,400
-3% -$539K
BSX icon
69
Boston Scientific
BSX
$74.5B
$18.3M 0.2%
169,986
-1,783
-1% -$180K
GILD icon
70
Gilead Sciences
GILD
$168B
$18.2M 0.2%
164,288
-2,815
-2% -$300K
TMO icon
71
Thermo Fisher Scientific
TMO
$223B
$18.2M 0.2%
44,818
-1,191
-3% -$498K
BA icon
72
Boeing
BA
$183B
$18.1M 0.19%
86,341
-758
-0.9% -$143K
MLI icon
73
Mueller Industries
MLI
$15.1B
$18.1M 0.19%
454,366
-210
-0% -$7.92K
PGR icon
74
Progressive
PGR
$121B
$17.9M 0.19%
67,230
-897
-1% -$246K
SCHW
75
Charles Schwab
SCHW
$189B
$17.9M 0.19%
195,875
-2,306
-1% -$193K
1 2
3
4 5

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RI
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HRCM
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HI
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MF
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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.