American Century Companies Portfolio holdings
American Century Companies, Inc., founded in 1958 by James E. Stowers Jr. as Twentieth Century Mutual Funds and headquartered in Kansas City, Missouri, is a privately held investment management firm renowned for its focus on delivering investment results to clients while supporting medical research. Starting with just $100,000 from 24 shareholders, it rebranded to American Century Investments in 1997 and now manages hundreds of billions in assets across mutual funds, ETFs, and institutional portfolios, emphasizing no-load funds and a client-centric approach. The firm’s unique ownership structure sees over 40% of its profits funneled to the Stowers Institute for Medical Research, which it majority-owns, funding groundbreaking biomedical research, while Nomura Holdings holds a significant minority stake. With a global presence in cities like New York, London, and Hong Kong, and a workforce of around 1,400, American Century blends financial expertise with a mission to improve lives through both wealth creation and scientific advancement.
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$453M |
| 2 |
PayPal
PYPL
|
+$218M |
| 3 |
Palo Alto Networks
PANW
|
+$196M |
| 4 |
DXC Technology
DXC
|
+$190M |
| 5 |
Schlumberger
SLB
|
+$184M |
Top Sells
| 1 |
3M
MMM
|
+$196M |
| 2 |
Trane Technologies
TT
|
+$186M |
| 3 |
Microsoft
MSFT
|
+$184M |
| 4 |
Apple
AAPL
|
+$160M |
| 5 |
CST
CST Brands, Inc.
CST
|
+$151M |
Sector Composition
| 1 | Financials | 15.48% |
| 2 | Healthcare | 13.98% |
| 3 | Technology | 12.66% |
| 4 | Industrials | 11.17% |
| 5 | Consumer Discretionary | 10.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Boston Properties
BXP
$12B
| $121M | 0.13% |
983,413
-229,739
| -19% | -$28.3M |
|
227
Honeywell
HON
$136B
| $120M | 0.12% |
939,889
+769,224
| +451% | +$98.3M |
|
228
Prologis
PLD
$105B
| $119M | 0.12% |
2,025,426
+47,206
| +2% | +$2.77M |
|
229
Simon Property Group
SPG
$59.6B
| $118M | 0.12% |
730,796
-83,430
| -10% | -$13.5M |
|
230
Wynn Resorts
WYNN
$12.8B
| $117M | 0.12% |
875,121
+18,400
| +2% | +$2.47M |
|
231
Halliburton
HAL
$18.6B
| $117M | 0.12% |
2,737,845
+259,446
| +10% | +$11.1M |
|
232
Pultegroup
PHM
$27.9B
| $116M | 0.12% |
4,728,870
-633,571
| -12% | -$15.5M |
|
233
Affiliated Managers Group
AMG
$6.57B
| $115M | 0.12% |
694,845
+135,663
| +24% | +$22.5M |
|
234
Cboe Global Markets
CBOE
$24.5B
| $115M | 0.12% |
1,258,358
+723,512
| +135% | +$66.1M |
|
235
Allstate
ALL
$52.8B
| $115M | 0.12% |
1,298,536
-791,507
| -38% | -$70M |
|
236
Sonoco
SON
$4.55B
| $115M | 0.12% |
2,229,967
+257,969
| +13% | +$13.3M |
|
237
Travelers Companies
TRV
$61.8B
| $114M | 0.12% |
901,739
+863,607
| +2,265% | +$109M |
|
238
Ameren
AEE
$27B
| $114M | 0.12% |
2,078,946
-444,070
| -18% | -$24.3M |
|
|
MGP
239
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $113M | 0.12% |
3,862,500
+542,558
| +16% | +$15.8M |
|
240
Westamerica Bancorp
WABC
$1.26B
| $111M | 0.12% |
1,985,286
+2,040
| +0.1% | +$114K |
|
|
PDM
241
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $111M | 0.11% |
5,265,600
+54,084
| +1% | +$1.14M |
|
|
LOGM
242
DELISTED
LogMein, Inc.
LOGM
| $106M | 0.11% |
1,017,898
+471,356
| +86% | +$49.3M |
|
243
Tyler Technologies
TYL
$24.5B
| $105M | 0.11% |
599,154
+61,593
| +11% | +$10.8M |
|
244
Ralph Lauren
RL
$18.7B
| $105M | 0.11% |
1,423,333
+139,110
| +11% | +$10.3M |
|
245
Analog Devices
ADI
$122B
| $104M | 0.11% |
1,339,514
-16,533
| -1% | -$1.29M |
|
|
WBA
246
DELISTED
Walgreens Boots Alliance
WBA
| $102M | 0.11% |
1,304,168
+1,199,442
| +1,145% | +$93.9M |
|
247
Berkshire Hathaway Class B
BRK.B
$1.07T
| $102M | 0.11% |
602,950
-5,409
| -0.9% | -$916K |
|
248
XPO
XPO
$15.6B
| $102M | 0.11% |
4,561,333
+4,004,864
| +720% | +$89.5M |
|
249
JB Hunt Transport Services
JBHT
$13.8B
| $100M | 0.1% |
1,095,010
+257,725
| +31% | +$23.6M |
|
250
KLA
KLAC
$120B
| $99.7M | 0.1% |
1,089,854
-5,015
| -0.5% | -$459K |
|