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 |
PepsiCo
PEP
|
+$227M |
| 2 |
Fortive
FTV
|
+$202M |
| 3 |
Charles Schwab
SCHW
|
+$182M |
| 4 |
American Water Works
AWK
|
+$140M |
| 5 |
Medtronic
MDT
|
+$128M |
Top Sells
| 1 |
MXIM
Maxim Integrated Products
MXIM
|
+$400M |
| 2 |
Cummins
CMI
|
+$274M |
| 3 |
Becton Dickinson
BDX
|
+$273M |
| 4 |
Kimberly-Clark
KMB
|
+$248M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$243M |
Sector Composition
| 1 | Technology | 21.68% |
| 2 | Healthcare | 15.63% |
| 3 | Consumer Discretionary | 13.99% |
| 4 | Financials | 13.61% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Rogers Communications
RCI
$19.1B
| $121M | 0.11% |
3,051,525
+266,458
| +10% | +$10.6M |
|
227
Welltower
WELL
$112B
| $119M | 0.11% |
2,159,604
-805,123
| -27% | -$44.4M |
|
228
TAL Education Group
TAL
$6.54B
| $119M | 0.11% |
1,559,676
-95,346
| -6% | -$7.25M |
|
|
B
229
Barrick Mining Corporation
B
$50.2B
| $119M | 0.11% |
4,218,219
+572,523
| +16% | +$16.1M |
|
230
Lyft
LYFT
$7.6B
| $118M | 0.1% |
4,277,292
-358,099
| -8% | -$9.87M |
|
|
MGP
231
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $117M | 0.1% |
4,179,061
-358,957
| -8% | -$10M |
|
232
Stryker
SYK
$146B
| $116M | 0.1% |
554,851
-63,075
| -10% | -$13.1M |
|
233
Electronic Arts
EA
$42.6B
| $114M | 0.1% |
876,537
+5,075
| +0.6% | +$662K |
|
234
Martin Marietta Materials
MLM
$37.2B
| $112M | 0.1% |
477,528
+61,401
| +15% | +$14.5M |
|
235
argenx
ARGX
$46.7B
| $111M | 0.1% |
423,943
-33,442
| -7% | -$8.78M |
|
236
Boston Beer
SAM
$2.39B
| $109M | 0.1% |
123,327
+36,501
| +42% | +$32.2M |
|
237
AT&T
T
$211B
| $109M | 0.1% |
5,043,827
-1,821,775
| -27% | -$39.2M |
|
238
Paycom
PAYC
$12.4B
| $108M | 0.1% |
347,289
+1,895
| +0.5% | +$590K |
|
239
Baxter International
BAX
$12.3B
| $107M | 0.1% |
1,335,022
-1,068,376
| -44% | -$85.9M |
|
240
GSK
GSK
$83.5B
| $107M | 0.09% |
2,274,854
+558,440
| +33% | +$26.3M |
|
|
ZNGA
241
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $107M | 0.09% |
11,712,891
+5,408,658
| +86% | +$49.3M |
|
242
American Century Focused Dynamic Growth ETF
FDG
$355M
| $106M | 0.09% |
1,630,400
-191,428
| -11% | -$12.4M |
|
243
Match Group
MTCH
$9.15B
| $106M | 0.09% |
954,279
+265,741
| +39% | +$29.4M |
|
244
Oshkosh
OSK
$8.75B
| $105M | 0.09% |
1,433,867
+1,426,960
| +20,660% | +$105M |
|
245
RTX Corp
RTX
$211B
| $105M | 0.09% |
1,831,427
-49,213
| -3% | -$2.83M |
|
246
Masimo
MASI
$7.94B
| $103M | 0.09% |
434,545
+25,280
| +6% | +$5.97M |
|
247
Marvell Technology
MRVL
$57.4B
| $102M | 0.09% |
2,571,187
+362,650
| +16% | +$14.4M |
|
248
HubSpot
HUBS
$25.8B
| $102M | 0.09% |
348,238
+345,473
| +12,495% | +$101M |
|
249
Burlington
BURL
$17.6B
| $101M | 0.09% |
490,356
-299,495
| -38% | -$61.7M |
|
250
Textron
TXT
$14.4B
| $100M | 0.09% |
2,781,234
-405,135
| -13% | -$14.6M |
|