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 |
Intuitive Surgical
ISRG
|
$742M |
| 2 |
Humana
HUM
|
$359M |
| 3 |
Roper Technologies
ROP
|
$344M |
| 4 |
Clarivate
CLVT
|
$240M |
| 5 |
Arista Networks
ANET
|
$214M |
Top Sells
| 1 |
PayPal
PYPL
|
$363M |
| 2 |
Visa
V
|
$340M |
| 3 |
Starbucks
SBUX
|
$222M |
| 4 |
Chubb
CB
|
$221M |
| 5 |
Danaher
DHR
|
$197M |
Sector Composition
| 1 | Technology | 22.9% |
| 2 | Financials | 13.74% |
| 3 | Healthcare | 13.7% |
| 4 | Consumer Discretionary | 13.19% |
| 5 | Industrials | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cheniere Energy
LNG
$52.9B
| $575M | 0.36% |
5,668,801
-79,293
| -1% | -$8.04M |
|
52
Estee Lauder
EL
$32.4B
| $567M | 0.36% |
1,532,951
-22,113
| -1% | -$8.19M |
|
53
Northern Trust
NTRS
$24.7B
| $567M | 0.36% |
4,741,871
+13,106
| +0.3% | +$1.57M |
|
54
Marsh & McLennan
MMC
$101B
| $557M | 0.35% |
3,207,190
-552,671
| -15% | -$96.1M |
|
55
Atmos Energy
ATO
$26.6B
| $555M | 0.35% |
5,296,448
-178,505
| -3% | -$18.7M |
|
56
Applied Materials
AMAT
$123B
| $550M | 0.35% |
3,495,692
+27,952
| +0.8% | +$4.4M |
|
57
IQVIA
IQV
$30.9B
| $547M | 0.35% |
1,938,797
-598,045
| -24% | -$169M |
|
|
58
Danaher
DHR
$144B
| $547M | 0.35% |
1,662,169
-599,125
| -26% | -$197M |
|
59
Colgate-Palmolive
CL
$67.4B
| $541M | 0.34% |
6,345,093
-938,941
| -13% | -$80.1M |
|
60
Mondelez International
MDLZ
$79.4B
| $540M | 0.34% |
8,144,001
-742,817
| -8% | -$49.3M |
|
61
American Tower
AMT
$93.4B
| $535M | 0.34% |
1,828,241
-234,344
| -11% | -$68.5M |
|
62
Edwards Lifesciences
EW
$47.8B
| $535M | 0.34% |
4,127,092
-298,865
| -7% | -$38.7M |
|
63
HDFC Bank
HDB
$180B
| $524M | 0.33% |
8,050,576
+1,118,665
| +16% | +$72.8M |
|
|
INFO
64
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $524M | 0.33% |
3,939,683
-31,319
| -0.8% | -$4.16M |
|
65
Salesforce
CRM
$242B
| $523M | 0.33% |
2,059,433
-305,885
| -13% | -$77.7M |
|
66
Sysco
SYY
$39.2B
| $520M | 0.33% |
6,622,309
+562,270
| +9% | +$44.2M |
|
67
Walt Disney
DIS
$211B
| $512M | 0.32% |
3,302,794
+195,531
| +6% | +$30.3M |
|
68
lululemon athletica
LULU
$23.8B
| $508M | 0.32% |
1,297,884
+65,963
| +5% | +$25.8M |
|
69
Cintas
CTAS
$82.6B
| $494M | 0.31% |
1,113,765
+19,814
| +2% | +$8.78M |
|
70
DocuSign
DOCU
$15.2B
| $493M | 0.31% |
3,234,876
+29,920
| +0.9% | +$4.56M |
|
71
Conagra Brands
CAG
$9.06B
| $492M | 0.31% |
14,420,111
+1,489,272
| +12% | +$50.9M |
|
72
Netflix
NFLX
$517B
| $487M | 0.31% |
808,286
+9,633
| +1% | +$5.8M |
|
73
Aflac
AFL
$56.6B
| $487M | 0.31% |
8,335,263
-401,865
| -5% | -$23.5M |
|
74
Fortive
FTV
$15.8B
| $479M | 0.3% |
6,272,939
+241,420
| +4% | +$18.4M |
|
75
RTX Corp
RTX
$211B
| $477M | 0.3% |
5,541,113
+1,092,932
| +25% | +$94.1M |
|