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 |
Netflix
NFLX
|
$348M |
| 2 |
Booking.com
BKNG
|
$293M |
| 3 |
TSMC
TSM
|
$239M |
| 4 |
Interactive Brokers
IBKR
|
$231M |
| 5 |
Howmet Aerospace
HWM
|
$231M |
Top Sells
| 1 |
Apple
AAPL
|
$570M |
| 2 |
Palantir
PLTR
|
$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$235M |
| 4 |
Progressive
PGR
|
$222M |
| 5 |
Salesforce
CRM
|
$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.07% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$274B
| $422M | 0.23% | 6,082,195 -378,366 | -6% | -$26.3M |
|
52
Cheniere Energy
LNG
$53.1B
| $421M | 0.23% | 1,729,359 +425,106 | +33% | +$104M |
|
53
Insulet
PODD
$23.9B
| $411M | 0.22% | 1,309,676 +157,070 | +14% | +$49.3M |
|
|
54
Progressive
PGR
$145B
| $411M | 0.22% | 1,538,262 -831,357 | -35% | -$222M |
|
55
Mercado Libre
MELI
$125B
| $408M | 0.22% | 156,191 +11,260 | +8% | +$29.4M |
|
56
Reinsurance Group of America
RGA
$12.9B
| $406M | 0.22% | 2,044,818 +532,891 | +35% | +$106M |
|
57
ServiceNow
NOW
$190B
| $405M | 0.22% | 394,261 +206,175 | +110% | +$212M |
|
58
Cadence Design Systems
CDNS
$95.5B
| $405M | 0.22% | 1,313,052 +2,259 | +0.2% | +$696K |
|
59
Workday
WDAY
$61.6B
| $399M | 0.22% | 1,662,430 -358,763 | -18% | -$86.1M |
|
60
Ares Management
ARES
$39.3B
| $397M | 0.22% | 2,291,745 +296,942 | +15% | +$51.4M |
|
61
Home Depot
HD
$405B
| $392M | 0.21% | 1,068,821 -39,349 | -4% | -$14.4M |
|
62
S&P Global
SPGI
$167B
| $385M | 0.21% | 730,536 -26,306 | -3% | -$13.9M |
|
63
Williams Companies
WMB
$70.7B
| $380M | 0.21% | 6,044,305 +929,248 | +18% | +$58.4M |
|
64
Vertiv
VRT
$48.7B
| $378M | 0.21% | 2,940,411 +306,782 | +12% | +$39.4M |
|
65
Gilead Sciences
GILD
$140B
| $376M | 0.2% | 3,389,139 +1,091,559 | +48% | +$121M |
|
66
Ecolab
ECL
$78.6B
| $373M | 0.2% | 1,385,750 -9,742 | -0.7% | -$2.62M |
|
67
Northern Trust
NTRS
$25B
| $367M | 0.2% | 2,893,278 -119,845 | -4% | -$15.2M |
|
68
American Tower
AMT
$95.5B
| $360M | 0.2% | 1,626,972 -167,293 | -9% | -$37M |
|
69
EOG Resources
EOG
$68.2B
| $353M | 0.19% | 2,955,232 -103,977 | -3% | -$12.4M |
|
70
Duke Energy
DUK
$95.3B
| $352M | 0.19% | 2,980,083 +329,549 | +12% | +$38.9M |
|
71
Packaging Corp of America
PKG
$19.6B
| $351M | 0.19% | 1,860,113 +769,806 | +71% | +$145M |
|
72
Avantis US Equity ETF
AVUS
$9.46B
| $350M | 0.19% | 3,474,063 +10,224 | +0.3% | +$1.03M |
|
73
GE Vernova
GEV
$167B
| $349M | 0.19% | 660,377 +329,245 | +99% | +$174M |
|
74
Synopsys
SNPS
$112B
| $348M | 0.19% | 678,097 +74,500 | +12% | +$38.2M |
|
75
Stryker
SYK
$150B
| $347M | 0.19% | 877,663 +33,922 | +4% | +$13.4M |
|