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MOACM

Mutual of America Capital Management Portfolio holdings

AUM $8.8B
1-Year Est. Return 29.06%
This Fund
S&P 500
This Quarter Est. Return
+0.59%
1 Year Est. Return
+29.06%
3 Year Est. Return
+93.24%
5 Year Est. Return
+122.84%
10 Year Est. Return
+468.34%
AUM
$8.8B
AUM Growth
-$716M
Cap. Flow
-$464M
Cap. Flow %
-5.27%
Top 10 Hldgs %
25.98%
Holding
1,407
New
45
Increased
346
Reduced
970
Closed
44

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$24M
2
TTE icon
TotalEnergies
TTE
+$21.1M
3
ARWR icon
Arrowhead Research
ARWR
+$10.7M
4
VRT icon
Vertiv
VRT
+$8.68M
5
WT icon
WisdomTree
WT
+$6.91M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$101M
2
COST icon
Costco
COST
+$41.6M
3
WFC icon
Wells Fargo
WFC
+$32.7M
4
CVX icon
Chevron
CVX
+$31.9M
5
APH icon
Amphenol
APH
+$28.7M

Sector Composition

Rank Sector Weight
1 Technology 27.41%
2 Industrials 12.41%
3 Financials 11.63%
4 Healthcare 10.18%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAP icon
1151
Advance Auto Parts
AAP
$3.36B
$362K ﹤0.01%
6,869
+9
+0.1% +$450
WSC icon
1152
WillScot Mobile Mini Holdings
WSC
$4.18B
$361K ﹤0.01%
20,822
+27
+0.1% +$551
RUN icon
1153
Sunrun
RUN
$2.38B
$360K ﹤0.01%
26,555
+34
+0.1% +$566
DIOD icon
1154
Diodes
DIOD
$4.65B
$358K ﹤0.01%
5,250
-51
-1% -$3.22K
SPHR icon
1155
Sphere Entertainment
SPHR
$5.84B
$358K ﹤0.01%
+3,048
New +$319K
CENX icon
1156
Century Aluminum
CENX
$5.14B
$357K ﹤0.01%
6,089
+8
+0.1% +$401
VCTR icon
1157
Victory Capital Holdings
VCTR
$6.85B
$356K ﹤0.01%
5,433
-59
-1% -$4.11K
OPLN
1158
Openlane
OPLN
$4.58B
$354K ﹤0.01%
12,161
+16
+0.1% +$462
CBU icon
1159
Community Bank
CBU
$3.37B
$354K ﹤0.01%
6,029
+10
+0.2% +$612
SXI icon
1160
Standex International
SXI
$3.98B
$353K ﹤0.01%
1,387
+2
+0.1% +$502
MARA icon
1161
Marathon Digital Holdings
MARA
$3.69B
$353K ﹤0.01%
43,279
+55
+0.1% +$498
ITGR icon
1162
Integer Holdings
ITGR
$4.25B
$353K ﹤0.01%
4,010
+5
+0.1% +$426
PARR icon
1163
Par Pacific Holdings
PARR
$3.59B
$351K ﹤0.01%
5,755
+7
+0.1% +$313
SEDG icon
1164
SolarEdge
SEDG
$1.98B
$349K ﹤0.01%
+6,844
New +$257K
BXMT icon
1165
Blackstone Mortgage Trust
BXMT
$2.39B
$348K ﹤0.01%
18,152
+132
+0.7% +$2.54K
FHB icon
1166
First Hawaiian
FHB
$3.32B
$346K ﹤0.01%
14,041
-99
-0.7% -$2.55K
LCII icon
1167
LCI Industries
LCII
$2.55B
$341K ﹤0.01%
2,769
+3
+0.1% +$410
CALX icon
1168
Calix
CALX
$2.4B
$338K ﹤0.01%
6,902
+9
+0.1% +$472
BOH icon
1169
Bank of Hawaii
BOH
$3.1B
$338K ﹤0.01%
4,553
+6
+0.1% +$447
INSW icon
1170
International Seaways
INSW
$4.48B
$338K ﹤0.01%
4,635
+6
+0.1% +$384
CNK icon
1171
Cinemark Holdings
CNK
$4.38B
$337K ﹤0.01%
11,809
+15
+0.1% +$384
FIBK icon
1172
First Interstate BancSystem
FIBK
$3.56B
$336K ﹤0.01%
10,066
-165
-2% -$5.9K
SBCF icon
1173
Seacoast Banking Corp of Florida
SBCF
$3.37B
$336K ﹤0.01%
11,084
+12
+0.1% +$387
AWR icon
1174
American States Water
AWR
$3.43B
$335K ﹤0.01%
4,430
+5
+0.1% +$369
IRDM icon
1175
Iridium Communications
IRDM
$5.23B
$333K ﹤0.01%
12,011
+39
+0.3% +$878
45 46
47
48 49

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Mutual of America Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Mutual of America Capital Management held 1,407 positions worth $8.8B, down 7.5% from $9.51B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Mutual of America Capital Management withdrew a net $464M in Q1 2026, closing 44 positions and reducing 970 holdings. Its most notable exit was JPMorgan Chase, an estimated $101M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

Against the trend, Mutual of America Capital Management opened a new position in AstraZeneca worth $24.2M.

  • Mutual of America Capital Management's largest Q1 2026 buy was AstraZeneca: 124,535 shares worth $24.2M.
  • Mutual of America Capital Management added most to Arrowhead Research in Q1 2026, an estimated $10.7M increase.
  • Mutual of America Capital Management's biggest Q1 2026 reduction was Ciena, cutting an estimated $13.4M.
  • Mutual of America Capital Management fully exited JPMorgan Chase in Q1 2026, selling an estimated $101M.
  • Mutual of America Capital Management's ten largest holdings make up 26% of its $8.8B portfolio in Q1 2026.
  • Mutual of America Capital Management opened 45 new positions and closed 44 in Q1 2026.
  • Mutual of America Capital Management's portfolio value fell 7.5% quarter-over-quarter to $8.8B.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.