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 |
Becton Dickinson
BDX
|
$389M |
| 2 |
Meta Platforms (Facebook)
META
|
$296M |
| 3 |
Salesforce
CRM
|
$207M |
| 4 |
Howmet Aerospace
HWM
|
$122M |
| 5 |
Reinsurance Group of America
RGA
|
$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
$349M |
| 2 |
Visa
V
|
$249M |
| 3 |
IQVIA
IQV
|
$234M |
| 4 |
T-Mobile US
TMUS
|
$226M |
| 5 |
NXP Semiconductors
NXPI
|
$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
S&P Global
SPGI
$165B
| $602M | 0.45% |
1,501,228
+4,921
| +0.3% | +$1.97M |
|
27
Kimberly-Clark
KMB
$42.5B
| $601M | 0.45% |
4,355,214
-59,025
| -1% | -$8.15M |
|
28
PepsiCo
PEP
$203B
| $600M | 0.45% |
3,240,808
-361,219
| -10% | -$66.9M |
|
29
RTX Corp
RTX
$212B
| $595M | 0.45% |
6,072,582
+292,251
| +5% | +$28.6M |
|
|
30
Becton Dickinson
BDX
$54.3B
| $588M | 0.44% |
2,226,153
+1,472,427
| +195% | +$389M |
|
31
Zimmer Biomet
ZBH
$20.8B
| $584M | 0.44% |
4,011,555
-1,043,640
| -21% | -$152M |
|
|
32
Salesforce
CRM
$245B
| $582M | 0.44% |
2,753,842
+977,899
| +55% | +$207M |
|
33
Analog Devices
ADI
$120B
| $578M | 0.44% |
2,965,966
-51,884
| -2% | -$10.1M |
|
34
Allstate
ALL
$53.9B
| $576M | 0.43% |
5,285,401
+133,931
| +3% | +$14.6M |
|
35
Verizon
VZ
$184B
| $543M | 0.41% |
14,602,413
-417,904
| -3% | -$15.5M |
|
36
Cisco
CSCO
$268B
| $531M | 0.4% |
10,257,168
-581,335
| -5% | -$30.1M |
|
37
Nike
NKE
$110B
| $524M | 0.4% |
4,750,043
-382,558
| -7% | -$42.2M |
|
38
Mondelez International
MDLZ
$79.3B
| $511M | 0.39% |
7,003,857
-1,405,185
| -17% | -$102M |
|
39
Aptiv
APTV
$17.3B
| $509M | 0.38% |
4,984,814
+327,599
| +7% | +$33.4M |
|
40
Air Products & Chemicals
APD
$64.8B
| $506M | 0.38% |
1,688,342
-143,025
| -8% | -$42.8M |
|
41
Colgate-Palmolive
CL
$67.7B
| $498M | 0.38% |
6,462,600
+38,907
| +0.6% | +$3M |
|
42
Duke Energy
DUK
$94.5B
| $489M | 0.37% |
5,445,899
+812,825
| +18% | +$72.9M |
|
43
Bank of New York Mellon
BK
$73.8B
| $486M | 0.37% |
10,913,736
-395,489
| -3% | -$17.6M |
|
44
Packaging Corp of America
PKG
$19.2B
| $484M | 0.37% |
3,663,971
+96,896
| +3% | +$12.8M |
|
45
lululemon athletica
LULU
$23.8B
| $468M | 0.35% |
1,236,360
+12,230
| +1% | +$4.63M |
|
46
Berkshire Hathaway Class B
BRK.B
$1.08T
| $457M | 0.34% |
1,340,820
+188,771
| +16% | +$64.4M |
|
47
Netflix
NFLX
$521B
| $456M | 0.34% |
1,035,889
+256,075
| +33% | +$113M |
|
48
Quest Diagnostics
DGX
$20.1B
| $445M | 0.34% |
3,166,355
+437,539
| +16% | +$61.5M |
|
49
Spire
SR
$4.42B
| $439M | 0.33% |
6,915,195
-423,451
| -6% | -$26.9M |
|
50
Atmos Energy
ATO
$26.5B
| $429M | 0.32% |
3,685,905
+143,509
| +4% | +$16.7M |
|