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 |
S&P Global
SPGI
|
+$571M |
| 2 |
Advanced Micro Devices
AMD
|
+$471M |
| 3 |
Workday
WDAY
|
+$357M |
| 4 |
Exxon Mobil
XOM
|
+$323M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$278M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$769M |
| 2 |
CERN
Cerner Corp
CERN
|
+$765M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$611M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$524M |
| 5 |
Fortive
FTV
|
+$479M |
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 13.83% |
| 4 | Consumer Discretionary | 12.62% |
| 5 | Industrials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Infosys
INFY
$71.3B
| $123M | 0.08% |
4,943,882
+184,461
| +4% | +$4.59M |
|
|
CDK
252
DELISTED
CDK Global, Inc.
CDK
| $123M | 0.08% |
2,526,067
+346,218
| +16% | +$16.9M |
|
253
Old National Bancorp
ONB
$8.74B
| $123M | 0.08% |
7,478,606
+1,391,352
| +23% | +$22.8M |
|
254
Element Solutions
ESI
$6.23B
| $122M | 0.08% |
5,592,001
+515,836
| +10% | +$11.3M |
|
255
Avantis US Equity ETF
AVUS
$9.55B
| $122M | 0.08% |
1,583,158
-116,682
| -7% | -$9M |
|
256
L3Harris
LHX
$50.7B
| $122M | 0.08% |
491,212
-914,497
| -65% | -$227M |
|
257
Korn Ferry
KFY
$3.76B
| $122M | 0.08% |
1,875,967
+328,220
| +21% | +$21.3M |
|
258
Pfizer
PFE
$139B
| $122M | 0.08% |
2,347,888
-467,141
| -17% | -$24.2M |
|
259
CrowdStrike
CRWD
$108B
| $121M | 0.08% |
534,751
+281,779
| +111% | +$64M |
|
260
Tractor Supply
TSCO
$31B
| $121M | 0.08% |
2,589,225
+71,825
| +3% | +$3.35M |
|
261
Trade Desk
TTD
$24.8B
| $120M | 0.08% |
1,739,222
+1,714,695
| +6,991% | +$119M |
|
262
AGCO
AGCO
$8.01B
| $120M | 0.08% |
824,042
+24,787
| +3% | +$3.62M |
|
263
Paycom
PAYC
$12.4B
| $120M | 0.08% |
346,039
+40
| +0% | +$13.9K |
|
264
Public Storage
PSA
$50.8B
| $117M | 0.08% |
300,574
+271,434
| +931% | +$106M |
|
|
ZEN
265
DELISTED
ZENDESK INC
ZEN
| $117M | 0.08% |
973,644
-213,437
| -18% | -$25.7M |
|
266
PACCAR
PCAR
$51.6B
| $117M | 0.08% |
1,990,560
-653,462
| -25% | -$38.4M |
|
|
HZNP
267
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $117M | 0.08% |
1,108,197
+129,708
| +13% | +$13.6M |
|
268
Axalta
AXTA
$6.76B
| $116M | 0.08% |
4,735,126
+522,868
| +12% | +$12.9M |
|
269
Dycom Industries
DY
$7.45B
| $116M | 0.08% |
1,215,844
-184,073
| -13% | -$17.5M |
|
270
GFL Environmental
GFL
$17.4B
| $115M | 0.08% |
3,543,580
+958,016
| +37% | +$31.2M |
|
271
Parker-Hannifin
PH
$96B
| $115M | 0.08% |
406,020
-233,273
| -36% | -$66.2M |
|
272
Edgewell Personal Care
EPC
$1.03B
| $115M | 0.08% |
3,128,559
+115,360
| +4% | +$4.23M |
|
273
Heartland Express
HTLD
$669M
| $114M | 0.08% |
8,127,716
+226,297
| +3% | +$3.18M |
|
274
Archer Daniels Midland
ADM
$29.7B
| $113M | 0.08% |
1,254,755
+594,521
| +90% | +$53.7M |
|
275
Cencora
COR
$57.8B
| $113M | 0.08% |
727,690
-119,157
| -14% | -$18.4M |
|