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 |
Amazon
AMZN
|
$3.1B |
| 2 |
AbbVie
ABBV
|
$279M |
| 3 |
L3Harris
LHX
|
$252M |
| 4 |
NVIDIA
NVDA
|
$249M |
| 5 |
VeriSign
VRSN
|
$217M |
Top Sells
| 1 |
Texas Instruments
TXN
|
$460M |
| 2 |
Meta Platforms (Facebook)
META
|
$426M |
| 3 |
Adobe
ADBE
|
$374M |
| 4 |
PayPal
PYPL
|
$304M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$278M |
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Financials | 14.96% |
| 3 | Healthcare | 14.78% |
| 4 | Consumer Discretionary | 11.09% |
| 5 | Industrials | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intuitive Surgical
ISRG
$168B
| $608M | 0.5% |
3,028,872
-46,021
| -1% | -$9.24M |
|
27
Icon
ICLR
$13.8B
| $593M | 0.49% |
2,736,805
-35,987
| -1% | -$7.8M |
|
28
Allstate
ALL
$53.6B
| $578M | 0.47% |
4,561,671
+219,781
| +5% | +$27.9M |
|
29
Cheniere Energy
LNG
$52.9B
| $576M | 0.47% |
4,331,961
-1,228,996
| -22% | -$163M |
|
30
IQVIA
IQV
$31.2B
| $571M | 0.47% |
2,633,104
+451,528
| +21% | +$98M |
|
31
Cisco
CSCO
$268B
| $563M | 0.46% |
13,203,095
-77,888
| -0.6% | -$3.32M |
|
32
RTX Corp
RTX
$212B
| $548M | 0.45% |
5,700,982
+512,380
| +10% | +$49.2M |
|
33
Nike
NKE
$110B
| $547M | 0.45% |
5,350,141
-54,658
| -1% | -$5.59M |
|
34
SBA Communications
SBAC
$21.7B
| $541M | 0.44% |
1,691,833
+295,096
| +21% | +$94.4M |
|
35
Idexx Laboratories
IDXX
$51.2B
| $536M | 0.44% |
1,527,320
+103,720
| +7% | +$36.4M |
|
36
ServiceNow
NOW
$189B
| $530M | 0.43% |
1,114,598
+94,906
| +9% | +$45.1M |
|
37
Analog Devices
ADI
$122B
| $519M | 0.42% |
3,549,821
-313,751
| -8% | -$45.8M |
|
38
Northern Trust
NTRS
$24.7B
| $511M | 0.42% |
5,295,364
+481,059
| +10% | +$46.4M |
|
39
MSCI
MSCI
$42.9B
| $506M | 0.41% |
1,228,506
+190,803
| +18% | +$78.6M |
|
40
Air Products & Chemicals
APD
$65B
| $502M | 0.41% |
2,086,248
+7,523
| +0.4% | +$1.81M |
|
41
Costco
COST
$416B
| $498M | 0.41% |
1,039,726
-36,157
| -3% | -$17.3M |
|
42
Danaher
DHR
$146B
| $494M | 0.4% |
1,949,629
+307,868
| +19% | +$78.1M |
|
43
NXP Semiconductors
NXPI
$58.7B
| $493M | 0.4% |
3,328,736
-216,215
| -6% | -$32M |
|
44
Spire
SR
$4.48B
| $486M | 0.4% |
6,538,519
+1,632,097
| +33% | +$121M |
|
|
PXD
45
DELISTED
Pioneer Natural Resource Co.
PXD
| $486M | 0.4% |
2,179,666
-230,113
| -10% | -$51.3M |
|
46
Constellation Brands
STZ
$26.7B
| $478M | 0.39% |
2,049,205
+199,385
| +11% | +$46.5M |
|
47
Aptiv
APTV
$17.1B
| $471M | 0.39% |
5,284,954
+14,488
| +0.3% | +$1.29M |
|
48
T-Mobile US
TMUS
$288B
| $470M | 0.38% |
3,492,346
+523,353
| +18% | +$70.4M |
|
49
Kimberly-Clark
KMB
$42.7B
| $467M | 0.38% |
3,457,608
+547,425
| +19% | +$74M |
|
50
Monster Beverage
MNST
$61.2B
| $456M | 0.37% |
4,921,120
-13,617
| -0.3% | -$1.26M |
|