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 |
Johnson Controls International
JCI
|
$490M |
| 2 |
Microsoft
MSFT
|
$272M |
| 3 |
Walmart
WMT
|
$261M |
| 4 |
BHI
Baker Hughes
BHI
|
$222M |
| 5 |
Wells Fargo
WFC
|
$207M |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$390M |
| 2 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$236M |
| 3 |
Air Products & Chemicals
APD
|
$210M |
| 4 |
Applied Materials
AMAT
|
$203M |
| 5 |
Cognizant
CTSH
|
$178M |
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 13.23% |
| 3 | Technology | 11.15% |
| 4 | Consumer Discretionary | 10.99% |
| 5 | Industrials | 10.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MJN
26
DELISTED
Mead Johnson Nutrition Company
MJN
| $524M | 0.58% | 6,632,377 +1,087,832 | +20% | +$85.9M |
|
27
General Mills
GIS
$26.4B
| $513M | 0.56% | 8,031,335 +1,485,289 | +23% | +$94.9M |
|
28
Newell Brands
NWL
$2.48B
| $508M | 0.56% | 9,641,210 +3,912,118 | +68% | +$206M |
|
29
Oracle
ORCL
$635B
| $501M | 0.55% | 12,747,880 -3,216,563 | -20% | -$126M |
|
30
Merck
MRK
$210B
| $499M | 0.55% | 7,996,354 +1,931,090 | +32% | +$121M |
|
31
Occidental Petroleum
OXY
$46.9B
| $496M | 0.55% | 6,807,745 -221,338 | -3% | -$16.1M |
|
|
32
Johnson Controls International
JCI
$69.9B
| $490M | 0.54% | +10,534,565 | New | +$490M |
|
33
Mondelez International
MDLZ
$79.5B
| $484M | 0.53% | 11,024,495 -161,227 | -1% | -$7.08M |
|
34
Cisco
CSCO
$274B
| $481M | 0.53% | 15,162,998 -3,654,214 | -19% | -$116M |
|
35
Boeing
BA
$177B
| $479M | 0.53% | 3,637,349 -560,601 | -13% | -$73.9M |
|
36
Estee Lauder
EL
$33B
| $456M | 0.5% | 5,154,060 -282,352 | -5% | -$25M |
|
|
37
Wells Fargo
WFC
$263B
| $452M | 0.5% | 10,203,211 +4,674,563 | +85% | +$207M |
|
38
Becton Dickinson
BDX
$55.3B
| $440M | 0.48% | 2,446,961 +362,336 | +17% | +$65.1M |
|
39
Medtronic
MDT
$119B
| $434M | 0.48% | 5,024,582 -328,694 | -6% | -$28.4M |
|
40
JPMorgan Chase
JPM
$829B
| $432M | 0.48% | 6,493,526 -1,744,059 | -21% | -$116M |
|
41
SPDR S&P 500 ETF Trust
SPY
$658B
| $428M | 0.47% | 1,978,100 -322,600 | -14% | -$69.8M |
|
42
O'Reilly Automotive
ORLY
$88B
| $419M | 0.46% | 1,496,743 -123,094 | -8% | -$34.5M |
|
43
Alibaba
BABA
$322B
| $417M | 0.46% | 3,943,306 +1,666,676 | +73% | +$176M |
|
44
PG&E
PCG
$33.6B
| $416M | 0.46% | 6,798,889 -197,863 | -3% | -$12.1M |
|
|
MXIM
45
DELISTED
Maxim Integrated Products
MXIM
| $411M | 0.45% | 10,298,610 +581,427 | +6% | +$23.2M |
|
46
Equinix
EQIX
$76.9B
| $408M | 0.45% | 1,131,175 +31,952 | +3% | +$11.5M |
|
47
Walt Disney
DIS
$213B
| $399M | 0.44% | 4,293,854 -1,775,379 | -29% | -$165M |
|
48
Amgen
AMGN
$155B
| $393M | 0.43% | 2,352,988 -1,445 | -0.1% | -$241K |
|
49
Trane Technologies
TT
$92.5B
| $386M | 0.42% | 5,684,546 +1,008,164 | +22% | +$68.5M |
|
50
Imperial Oil
IMO
$46.2B
| $383M | 0.42% | 12,251,139 +1,037,379 | +9% | +$32.5M |
|