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 |
NVIDIA
NVDA
|
$521M |
| 2 |
Microsoft
MSFT
|
$441M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$251M |
| 4 |
Agilent Technologies
A
|
$152M |
| 5 |
Analog Devices
ADI
|
$149M |
Top Sells
| 1 |
GE Aerospace
GE
|
$524M |
| 2 |
Fidelity National Information Services
FIS
|
$363M |
| 3 |
Oracle
ORCL
|
$259M |
| 4 |
Equinix
EQIX
|
$232M |
| 5 |
Wells Fargo
WFC
|
$215M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cheniere Energy
LNG
$53.1B
| $561M | 0.38% |
5,748,094
+72,087
| +1% | +$7.04M |
|
52
Colgate-Palmolive
CL
$67.9B
| $551M | 0.38% |
7,284,034
-1,134,501
| -13% | -$85.7M |
|
53
American Tower
AMT
$95.5B
| $547M | 0.37% |
2,062,585
+332,682
| +19% | +$88.3M |
|
54
Chevron
CVX
$326B
| $547M | 0.37% |
5,394,748
-438,046
| -8% | -$44.4M |
|
55
Home Depot
HD
$405B
| $539M | 0.37% |
1,642,318
-192,854
| -11% | -$63.3M |
|
56
Booking.com
BKNG
$181B
| $531M | 0.36% |
223,575
+3,875
| +2% | +$9.2M |
|
57
Walt Disney
DIS
$213B
| $526M | 0.36% |
3,107,263
-242,043
| -7% | -$40.9M |
|
58
Costco
COST
$418B
| $521M | 0.36% |
1,159,894
+82,101
| +8% | +$36.9M |
|
59
Mondelez International
MDLZ
$80B
| $517M | 0.35% |
8,886,818
-296,055
| -3% | -$17.2M |
|
60
Icon
ICLR
$13.8B
| $510M | 0.35% |
1,946,072
+420,801
| +28% | +$110M |
|
61
Northern Trust
NTRS
$25B
| $510M | 0.35% |
4,728,765
+166,515
| +4% | +$18M |
|
62
HDFC Bank
HDB
$182B
| $507M | 0.35% |
6,931,911
+21,709
| +0.3% | +$1.59M |
|
63
Edwards Lifesciences
EW
$47.8B
| $501M | 0.34% |
4,425,957
+184,057
| +4% | +$20.8M |
|
64
Teleflex
TFX
$5.59B
| $499M | 0.34% |
1,325,724
+12,194
| +0.9% | +$4.59M |
|
65
lululemon athletica
LULU
$24B
| $499M | 0.34% |
1,231,921
+59,777
| +5% | +$24.2M |
|
66
Netflix
NFLX
$516B
| $487M | 0.33% |
798,653
+14,600
| +2% | +$8.91M |
|
67
Atmos Energy
ATO
$26.7B
| $483M | 0.33% |
5,474,953
+55,815
| +1% | +$4.92M |
|
|
XLNX
68
DELISTED
Xilinx Inc
XLNX
| $479M | 0.33% |
3,172,334
+1,662,125
| +110% | +$251M |
|
69
Sysco
SYY
$38.5B
| $476M | 0.33% |
6,060,039
+1,116,289
| +23% | +$87.6M |
|
70
Estee Lauder
EL
$33B
| $466M | 0.32% |
1,555,064
-51,655
| -3% | -$15.5M |
|
|
INFO
71
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $463M | 0.32% |
3,971,002
-163,430
| -4% | -$19.1M |
|
72
Air Products & Chemicals
APD
$65.5B
| $462M | 0.32% |
1,805,287
+960
| +0.1% | +$246K |
|
73
Aflac
AFL
$57.2B
| $455M | 0.31% |
8,737,128
+336,753
| +4% | +$17.6M |
|
74
DexCom
DXCM
$29.5B
| $452M | 0.31% |
827,249
+19,391
| +2% | +$10.6M |
|
75
Linde
LIN
$224B
| $450M | 0.31% |
1,534,385
+55,028
| +4% | +$16.1M |
|