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 |
MarketAxess Holdings
MKTX
|
+$259M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Duke Energy
DUK
|
+$192M |
| 4 |
Colgate-Palmolive
CL
|
+$187M |
| 5 |
Labcorp
LH
|
+$168M |
Top Sells
| 1 |
Emerson Electric
EMR
|
+$252M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$246M |
| 3 |
Quest Diagnostics
DGX
|
+$218M |
| 4 |
Aflac
AFL
|
+$149M |
| 5 |
nVent Electric
NVT
|
+$129M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 15.07% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Avnet
AVT
$4.43B
| $128M | 0.1% |
3,067,203
-119,366
| -4% | -$4.96M |
|
227
Palo Alto Networks
PANW
$132B
| $124M | 0.1% |
1,774,604
-320,422
| -15% | -$22.4M |
|
228
Graco
GGG
$14B
| $123M | 0.1% |
1,825,626
+1,309
| +0.1% | +$88K |
|
229
Heartland Express
HTLD
$673M
| $122M | 0.1% |
7,984,283
-60,394
| -0.8% | -$926K |
|
230
Datadog
DDOG
$49B
| $122M | 0.1% |
1,654,534
+122,017
| +8% | +$8.97M |
|
231
Morgan Stanley
MS
$243B
| $121M | 0.1% |
1,425,974
+179,992
| +14% | +$15.3M |
|
232
Axalta
AXTA
$6.8B
| $120M | 0.1% |
4,709,888
-61,209
| -1% | -$1.56M |
|
233
Willis Towers Watson
WTW
$32.1B
| $119M | 0.1% |
485,715
+481,563
| +11,598% | +$118M |
|
234
Progressive
PGR
$143B
| $118M | 0.1% |
908,252
+569,248
| +168% | +$73.8M |
|
235
Regions Financial
RF
$23.9B
| $118M | 0.1% |
5,461,492
+591,133
| +12% | +$12.7M |
|
236
Timken Company
TKR
$5.3B
| $118M | 0.1% |
1,665,621
-752,893
| -31% | -$53.2M |
|
237
GFL Environmental
GFL
$17.4B
| $118M | 0.1% |
4,021,007
-619,662
| -13% | -$18.1M |
|
238
Toronto Dominion Bank
TD
$129B
| $116M | 0.09% |
1,787,710
-87,690
| -5% | -$5.68M |
|
239
Brink's
BCO
$4.82B
| $114M | 0.09% |
2,113,218
-458,717
| -18% | -$24.6M |
|
240
Monolithic Power Systems
MPWR
$41.1B
| $113M | 0.09% |
320,072
-94,572
| -23% | -$33.4M |
|
241
Valley National Bancorp
VLY
$6B
| $113M | 0.09% |
9,990,664
+5,612
| +0.1% | +$63.5K |
|
242
Verisk Analytics
VRSK
$37.5B
| $113M | 0.09% |
638,084
-28,350
| -4% | -$5M |
|
243
Edgewell Personal Care
EPC
$1.04B
| $111M | 0.09% |
2,891,003
-129,241
| -4% | -$4.98M |
|
244
Booz Allen Hamilton
BAH
$12.7B
| $111M | 0.09% |
1,060,672
+1,045,576
| +6,926% | +$109M |
|
245
Hanover Insurance
THG
$6.41B
| $109M | 0.09% |
809,477
-28,888
| -3% | -$3.9M |
|
246
Bio-Techne
TECH
$8.43B
| $109M | 0.09% |
1,310,280
+28,112
| +2% | +$2.33M |
|
247
Eaton
ETN
$136B
| $108M | 0.09% |
691,174
+447,041
| +183% | +$70.2M |
|
248
Fortive
FTV
$16.1B
| $108M | 0.09% |
1,683,426
+1,675,609
| +21,435% | +$108M |
|
249
Home BancShares
HOMB
$5.76B
| $107M | 0.09% |
4,708,020
+241,224
| +5% | +$5.5M |
|
250
Compass Diversified
CODI
$536M
| $106M | 0.09% |
5,836,644
+124,316
| +2% | +$2.27M |
|