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 |
PepsiCo
PEP
|
$264M |
| 2 |
Okta
OKTA
|
$242M |
| 3 |
Sherwin-Williams
SHW
|
$227M |
| 4 |
Home Depot
HD
|
$183M |
| 5 |
Steris
STE
|
$183M |
Top Sells
| 1 |
Salesforce
CRM
|
$411M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$348M |
| 3 |
Bio-Rad Laboratories Class A
BIO
|
$261M |
| 4 |
Procter & Gamble
PG
|
$250M |
| 5 |
Apple
AAPL
|
$227M |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Financials | 15.2% |
| 3 | Healthcare | 13.62% |
| 4 | Consumer Discretionary | 13.55% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mondelez International
MDLZ
$80B
| $573M | 0.39% |
9,182,873
-782,670
| -8% | -$48.9M |
|
52
ServiceNow
NOW
$189B
| $555M | 0.38% |
1,009,762
-48,022
| -5% | -$26.4M |
|
53
Avantor
AVTR
$9.18B
| $554M | 0.38% |
15,599,724
-550,374
| -3% | -$19.5M |
|
54
Teleflex
TFX
$5.59B
| $528M | 0.36% |
1,313,530
-212,820
| -14% | -$85.5M |
|
55
Northern Trust
NTRS
$25B
| $527M | 0.36% |
4,562,250
-665,018
| -13% | -$76.9M |
|
56
Atmos Energy
ATO
$26.7B
| $521M | 0.36% |
5,419,138
-33,174
| -0.6% | -$3.19M |
|
57
Air Products & Chemicals
APD
$65.5B
| $519M | 0.35% |
1,804,327
+335,842
| +23% | +$96.6M |
|
58
Estee Lauder
EL
$33B
| $511M | 0.35% |
1,606,719
+40,671
| +3% | +$12.9M |
|
59
Danaher
DHR
$147B
| $508M | 0.35% |
1,894,180
-247,412
| -12% | -$66.4M |
|
60
HDFC Bank
HDB
$182B
| $505M | 0.34% |
6,910,202
-432,399
| -6% | -$31.6M |
|
61
Advanced Micro Devices
AMD
$263B
| $496M | 0.34% |
5,283,833
+685,783
| +15% | +$64.4M |
|
62
Oracle
ORCL
$633B
| $495M | 0.34% |
6,361,296
-297,977
| -4% | -$23.2M |
|
63
Roku
ROKU
$14.2B
| $494M | 0.34% |
1,076,213
-32,511
| -3% | -$14.9M |
|
64
Cheniere Energy
LNG
$53.1B
| $492M | 0.34% |
5,676,007
-291,128
| -5% | -$25.3M |
|
65
Hubbell
HUBB
$22.9B
| $483M | 0.33% |
2,585,503
-336,237
| -12% | -$62.8M |
|
66
Booking.com
BKNG
$181B
| $481M | 0.33% |
219,700
-24,357
| -10% | -$53.3M |
|
67
Sea Limited
SE
$106B
| $471M | 0.32% |
1,714,658
+61,058
| +4% | +$16.8M |
|
68
American Tower
AMT
$95.5B
| $467M | 0.32% |
1,729,903
+20,728
| +1% | +$5.6M |
|
|
INFO
69
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $466M | 0.32% |
4,134,432
-299,174
| -7% | -$33.7M |
|
70
Aflac
AFL
$57.2B
| $451M | 0.31% |
8,400,375
-248,566
| -3% | -$13.3M |
|
71
Analog Devices
ADI
$124B
| $443M | 0.3% |
2,572,126
+59,391
| +2% | +$10.2M |
|
|
72
Okta
OKTA
$16.4B
| $440M | 0.3% |
1,797,227
+990,869
| +123% | +$242M |
|
73
Edwards Lifesciences
EW
$47.8B
| $439M | 0.3% |
4,241,900
+38,704
| +0.9% | +$4.01M |
|
74
Becton Dickinson
BDX
$55.3B
| $434M | 0.3% |
1,784,895
+51,659
| +3% | +$12.6M |
|
75
Biogen
BIIB
$19.4B
| $430M | 0.29% |
1,242,043
+258,217
| +26% | +$89.4M |
|