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 |
Mondelez International
MDLZ
|
+$225M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$165M |
| 3 |
Visa
V
|
+$152M |
| 4 |
Booz Allen Hamilton
BAH
|
+$151M |
| 5 |
BorgWarner
BWA
|
+$149M |
Top Sells
| 1 |
PepsiCo
PEP
|
+$273M |
| 2 |
LPNT
LifePoint Health, Inc.
LPNT
|
+$268M |
| 3 |
Meta Platforms (Facebook)
META
|
+$248M |
| 4 |
Gilead Sciences
GILD
|
+$222M |
| 5 |
Johnson & Johnson
JNJ
|
+$214M |
Sector Composition
| 1 | Financials | 16.58% |
| 2 | Technology | 14.76% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Fiserv
FI
$73B
| $84.4M | 0.08% |
1,024,676
-221,539
| -18% | -$18.3M |
|
277
Capri Holdings
CPRI
$2.43B
| $83.8M | 0.08% |
1,222,602
-48,214
| -4% | -$3.31M |
|
278
Cigna
CI
$80.8B
| $83.5M | 0.08% |
401,144
-38,046
| -9% | -$7.92M |
|
279
Dollar Tree
DLTR
$19.9B
| $83.2M | 0.08% |
1,019,698
-509,028
| -33% | -$41.5M |
|
280
Hartford Financial Services
HIG
$37.3B
| $83M | 0.08% |
1,660,370
+245,061
| +17% | +$12.2M |
|
281
H&R Block
HRB
$6.86B
| $82.3M | 0.08% |
3,194,403
+435,367
| +16% | +$11.2M |
|
282
Berkshire Hathaway Class A
BRK.A
$1.06T
| $82.2M | 0.08% |
257
| – | – |
|
283
Akamai
AKAM
$11B
| $80.4M | 0.08% |
+1,099,040
| New | +$80.4M |
|
284
Nordson
NDSN
$12.5B
| $80.1M | 0.08% |
576,361
+209,141
| +57% | +$29M |
|
285
Brown & Brown
BRO
$30.9B
| $79.1M | 0.08% |
2,674,463
+108,952
| +4% | +$3.22M |
|
286
PACCAR
PCAR
$53.8B
| $78.4M | 0.08% |
1,725,278
-81,343
| -5% | -$3.7M |
|
287
Hilton Worldwide
HLT
$64.6B
| $78.1M | 0.08% |
967,254
+390,919
| +68% | +$31.6M |
|
288
Thor Industries
THO
$5.55B
| $77M | 0.08% |
919,903
+908,318
| +7,840% | +$76M |
|
289
Robert Half
RHI
$3.61B
| $76.2M | 0.07% |
1,082,939
+123,139
| +13% | +$8.67M |
|
290
Public Storage
PSA
$51.3B
| $76.2M | 0.07% |
377,845
+139,483
| +59% | +$28.1M |
|
291
Parker-Hannifin
PH
$96.1B
| $74.5M | 0.07% |
405,245
-168,024
| -29% | -$30.9M |
|
292
HF Sinclair
DINO
$9.56B
| $74.3M | 0.07% |
1,063,604
-9,134
| -0.9% | -$638K |
|
293
AvalonBay Communities
AVB
$27.8B
| $74.3M | 0.07% |
410,221
+216,457
| +112% | +$39.2M |
|
294
Insulet
PODD
$24.1B
| $74.3M | 0.07% |
700,892
+617,241
| +738% | +$65.4M |
|
295
Exxon Mobil
XOM
$478B
| $73.6M | 0.07% |
865,465
-594,841
| -41% | -$50.6M |
|
296
Ball Corp
BALL
$13.9B
| $73.2M | 0.07% |
1,663,180
-46,601
| -3% | -$2.05M |
|
297
Under Armour Class C
UA
$2.04B
| $73M | 0.07% |
3,751,475
+731,165
| +24% | +$14.2M |
|
298
Comerica
CMA
$9.06B
| $72.8M | 0.07% |
807,489
+32,641
| +4% | +$2.94M |
|
299
Host Hotels & Resorts
HST
$12.1B
| $71.8M | 0.07% |
3,403,111
+498,984
| +17% | +$10.5M |
|
300
J.M. Smucker
SJM
$11.5B
| $71.4M | 0.07% |
695,409
-82,630
| -11% | -$8.48M |
|