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 |
Colgate-Palmolive
CL
|
$242M |
| 2 |
Unilever
UL
|
$231M |
| 3 |
Sysco
SYY
|
$229M |
| 4 |
JPMorgan Chase
JPM
|
$216M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$215M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$421M |
| 2 |
Illumina
ILMN
|
$359M |
| 3 |
Boston Scientific
BSX
|
$331M |
| 4 |
SBA Communications
SBAC
|
$257M |
| 5 |
Waste Connections
WCN
|
$248M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 14.89% |
| 3 | Healthcare | 14.13% |
| 4 | Consumer Discretionary | 14.08% |
| 5 | Industrials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Danaher
DHR
$147B
| $504M | 0.39% | 2,268,862 -62,749 | -3% | -$13.9M |
|
52
NVIDIA
NVDA
$4.24T
| $503M | 0.39% | 963,978 -97,683 | -9% | -$51M |
|
53
PepsiCo
PEP
$204B
| $492M | 0.38% | 3,319,942 +747,907 | +29% | +$111M |
|
54
Roku
ROKU
$14.2B
| $480M | 0.37% | 1,444,360 -496,100 | -26% | -$165M |
|
55
Advanced Micro Devices
AMD
$264B
| $478M | 0.37% | 5,209,147 +1,174,590 | +29% | +$108M |
|
56
IQVIA
IQV
$32.4B
| $476M | 0.37% | 2,654,319 +1,017,151 | +62% | +$182M |
|
57
Booking.com
BKNG
$181B
| $472M | 0.37% | 211,999 +17,470 | +9% | +$38.9M |
|
58
Avantor
AVTR
$9.18B
| $454M | 0.35% | 16,112,388 +574,882 | +4% | +$16.2M |
|
59
Marsh & McLennan
MMC
$101B
| $453M | 0.35% | 3,869,618 +833,426 | +27% | +$97.5M |
|
60
F5
FFIV
$18B
| $453M | 0.35% | 2,573,159 +45,492 | +2% | +$8M |
|
61
Regeneron Pharmaceuticals
REGN
$61.5B
| $447M | 0.35% | 926,036 -3,768 | -0.4% | -$1.82M |
|
|
INFO
62
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $441M | 0.34% | 4,911,844 -495,140 | -9% | -$44.5M |
|
63
Applied Materials
AMAT
$128B
| $434M | 0.34% | 5,029,547 -2,455,641 | -33% | -$212M |
|
64
Fidelity National Information Services
FIS
$36.5B
| $428M | 0.33% | 3,026,376 +138,014 | +5% | +$19.5M |
|
65
Becton Dickinson
BDX
$55.3B
| $428M | 0.33% | 1,709,686 +461,077 | +37% | +$115M |
|
66
Cognex
CGNX
$7.38B
| $426M | 0.33% | 5,307,675 +20,660 | +0.4% | +$1.66M |
|
67
Sherwin-Williams
SHW
$91.2B
| $425M | 0.33% | 578,825 -98,100 | -14% | -$72.1M |
|
68
Chevron
CVX
$324B
| $421M | 0.33% | 4,985,307 +1,265,459 | +34% | +$107M |
|
69
Norfolk Southern
NSC
$62.8B
| $420M | 0.33% | 1,766,745 -196,554 | -10% | -$46.7M |
|
70
Estee Lauder
EL
$33B
| $419M | 0.33% | 1,573,235 -186,852 | -11% | -$49.7M |
|
|
71
Sysco
SYY
$38.5B
| $410M | 0.32% | 5,519,938 +3,077,724 | +126% | +$229M |
|
72
Air Products & Chemicals
APD
$65.5B
| $409M | 0.32% | 1,497,991 +244,247 | +19% | +$66.7M |
|
73
Costco
COST
$418B
| $409M | 0.32% | 1,084,969 +15,742 | +1% | +$5.93M |
|
74
Berkshire Hathaway Class B
BRK.B
$1.09T
| $399M | 0.31% | 1,718,874 +282,657 | +20% | +$65.5M |
|
75
Republic Services
RSG
$73B
| $394M | 0.31% | 4,091,993 +423,327 | +12% | +$40.8M |
|