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 |
Intuitive Surgical
ISRG
|
$742M |
| 2 |
Humana
HUM
|
$359M |
| 3 |
Roper Technologies
ROP
|
$344M |
| 4 |
Clarivate
CLVT
|
$240M |
| 5 |
Arista Networks
ANET
|
$214M |
Top Sells
| 1 |
PayPal
PYPL
|
$363M |
| 2 |
Visa
V
|
$340M |
| 3 |
Starbucks
SBUX
|
$222M |
| 4 |
Chubb
CB
|
$221M |
| 5 |
Danaher
DHR
|
$197M |
Sector Composition
| 1 | Technology | 22.9% |
| 2 | Financials | 13.74% |
| 3 | Healthcare | 13.7% |
| 4 | Consumer Discretionary | 13.19% |
| 5 | Industrials | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$185B
| $798M | 0.51% |
15,353,448
+1,287,311
| +9% | +$66.9M |
|
27
Emerson Electric
EMR
$74.3B
| $795M | 0.5% |
8,548,163
-565,477
| -6% | -$52.6M |
|
28
PepsiCo
PEP
$206B
| $784M | 0.5% |
4,514,573
-452,640
| -9% | -$78.6M |
|
29
Bank of New York Mellon
BK
$73.8B
| $775M | 0.49% |
13,343,855
-3,067,943
| -19% | -$178M |
|
30
American Express
AXP
$230B
| $749M | 0.48% |
4,579,051
-273,532
| -6% | -$44.7M |
|
31
Chipotle Mexican Grill
CMG
$56B
| $732M | 0.46% |
418,918
+21,837
| +5% | +$38.2M |
|
32
MSCI
MSCI
$43.9B
| $730M | 0.46% |
1,191,473
-153,155
| -11% | -$93.8M |
|
33
Idexx Laboratories
IDXX
$51.8B
| $709M | 0.45% |
1,077,482
-41,316
| -4% | -$27.2M |
|
34
Zimmer Biomet
ZBH
$21B
| $707M | 0.45% |
5,565,287
+1,305,683
| +31% | +$166M |
|
35
Advanced Micro Devices
AMD
$263B
| $705M | 0.45% |
4,895,926
-650,607
| -12% | -$93.6M |
|
36
Home Depot
HD
$404B
| $703M | 0.45% |
1,694,543
+52,225
| +3% | +$21.7M |
|
37
Ametek
AME
$42.7B
| $688M | 0.44% |
4,682,182
+56,026
| +1% | +$8.24M |
|
38
ServiceNow
NOW
$189B
| $675M | 0.43% |
1,039,684
+10,125
| +1% | +$6.57M |
|
39
Regeneron Pharmaceuticals
REGN
$61.3B
| $673M | 0.43% |
1,064,936
-109,728
| -9% | -$69.3M |
|
40
Air Products & Chemicals
APD
$65.5B
| $647M | 0.41% |
2,126,489
+321,202
| +18% | +$97.7M |
|
41
Adobe
ADBE
$147B
| $645M | 0.41% |
1,137,949
+3,929
| +0.3% | +$2.23M |
|
42
Chevron
CVX
$326B
| $630M | 0.4% |
5,366,742
-28,006
| -0.5% | -$3.29M |
|
43
Costco
COST
$416B
| $626M | 0.4% |
1,103,316
-56,578
| -5% | -$32.1M |
|
44
Icon
ICLR
$13.8B
| $626M | 0.4% |
2,021,663
+75,591
| +4% | +$23.4M |
|
|
45
Chubb
CB
$110B
| $623M | 0.4% |
3,224,665
-1,143,143
| -26% | -$221M |
|
|
XLNX
46
DELISTED
Xilinx Inc
XLNX
| $611M | 0.39% |
2,879,995
-292,339
| -9% | -$62M |
|
47
Analog Devices
ADI
$124B
| $605M | 0.38% |
3,444,458
-17,274
| -0.5% | -$3.04M |
|
48
Booking.com
BKNG
$181B
| $590M | 0.37% |
245,921
+22,346
| +10% | +$53.6M |
|
49
Avantor
AVTR
$9.18B
| $589M | 0.37% |
13,985,903
-1,731,146
| -11% | -$73M |
|
50
Walmart
WMT
$780B
| $587M | 0.37% |
4,056,298
-366,105
| -8% | -$53M |
|