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 |
Broadcom
AVGO
|
$701M |
| 2 |
Mastercard
MA
|
$306M |
| 3 |
Arista Networks
ANET
|
$249M |
| 4 |
Estee Lauder
EL
|
$248M |
| 5 |
IQVIA
IQV
|
$178M |
Top Sells
| 1 |
Visa
V
|
$560M |
| 2 |
Advanced Micro Devices
AMD
|
$524M |
| 3 |
Apple
AAPL
|
$439M |
| 4 |
NVIDIA
NVDA
|
$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Applied Materials
AMAT
$128B
| $712M | 0.41% |
4,379,099
-510,235
| -10% | -$83M |
|
27
Norfolk Southern
NSC
$62.8B
| $690M | 0.4% |
2,939,026
-1,958
| -0.1% | -$460K |
|
28
Zimmer Biomet
ZBH
$21B
| $625M | 0.36% |
5,921,397
-621,555
| -9% | -$65.7M |
|
29
Datadog
DDOG
$47B
| $621M | 0.36% |
4,348,465
+133,462
| +3% | +$19.1M |
|
30
Enterprise Products Partners
EPD
$69.6B
| $610M | 0.35% |
19,443,277
-1,530,211
| -7% | -$48M |
|
31
MSCI
MSCI
$43.9B
| $593M | 0.34% |
988,932
-75,295
| -7% | -$45.2M |
|
32
Progressive
PGR
$145B
| $585M | 0.34% |
2,440,265
-152,697
| -6% | -$36.6M |
|
33
AbbVie
ABBV
$374B
| $573M | 0.33% |
3,224,899
-121,794
| -4% | -$21.6M |
|
34
Becton Dickinson
BDX
$55.3B
| $533M | 0.31% |
2,348,120
+201,989
| +9% | +$45.8M |
|
35
Zscaler
ZS
$42.7B
| $516M | 0.3% |
2,862,095
-72,392
| -2% | -$13.1M |
|
36
Regeneron Pharmaceuticals
REGN
$61.5B
| $504M | 0.29% |
707,546
-30,949
| -4% | -$22M |
|
37
Workday
WDAY
$61.6B
| $503M | 0.29% |
1,949,974
+15,193
| +0.8% | +$3.92M |
|
38
United Parcel Service
UPS
$74.1B
| $499M | 0.29% |
3,959,004
-74,844
| -2% | -$9.44M |
|
39
DocuSign
DOCU
$15B
| $478M | 0.27% |
5,315,459
+831,611
| +19% | +$74.8M |
|
40
Graphic Packaging
GPK
$6.6B
| $450M | 0.26% |
16,555,660
+1,206,295
| +8% | +$32.8M |
|
41
Uber
UBER
$194B
| $448M | 0.26% |
7,423,247
+1,592,785
| +27% | +$96.1M |
|
42
lululemon athletica
LULU
$24.2B
| $444M | 0.26% |
1,161,073
-21,384
| -2% | -$8.18M |
|
43
Kimberly-Clark
KMB
$42.8B
| $441M | 0.25% |
3,367,125
-317,658
| -9% | -$41.6M |
|
44
Truist Financial
TFC
$60.4B
| $429M | 0.25% |
9,882,885
+722,749
| +8% | +$31.4M |
|
|
XYZ
45
Block, Inc.
XYZ
$46.5B
| $426M | 0.24% |
5,008,903
-191,747
| -4% | -$16.3M |
|
46
Verizon
VZ
$185B
| $420M | 0.24% |
10,513,785
-1,516,735
| -13% | -$60.7M |
|
47
Cisco
CSCO
$268B
| $416M | 0.24% |
7,025,142
-897,065
| -11% | -$53.1M |
|
48
Allstate
ALL
$53.6B
| $412M | 0.24% |
2,138,448
-565,960
| -21% | -$109M |
|
49
Dynatrace
DT
$15.3B
| $411M | 0.24% |
7,570,364
+700,332
| +10% | +$38.1M |
|
50
US Bancorp
USB
$76B
| $410M | 0.24% |
8,576,856
+87,687
| +1% | +$4.19M |
|