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 |
Becton Dickinson
BDX
|
$389M |
| 2 |
Meta Platforms (Facebook)
META
|
$296M |
| 3 |
Salesforce
CRM
|
$207M |
| 4 |
Howmet Aerospace
HWM
|
$122M |
| 5 |
Reinsurance Group of America
RGA
|
$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
$349M |
| 2 |
Visa
V
|
$249M |
| 3 |
IQVIA
IQV
|
$234M |
| 4 |
T-Mobile US
TMUS
|
$226M |
| 5 |
NXP Semiconductors
NXPI
|
$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$406B
| $426M | 0.32% |
1,369,977
+233,450
| +21% | +$72.5M |
|
52
Idexx Laboratories
IDXX
$50.6B
| $421M | 0.32% |
838,655
-196,239
| -19% | -$98.6M |
|
53
Icon
ICLR
$14B
| $420M | 0.32% |
1,678,299
-263,565
| -14% | -$65.9M |
|
54
Conagra Brands
CAG
$8.99B
| $419M | 0.32% |
12,434,033
+1,489,608
| +14% | +$50.2M |
|
55
Constellation Brands
STZ
$26.1B
| $415M | 0.31% |
1,685,483
-430,884
| -20% | -$106M |
|
56
Enterprise Products Partners
EPD
$68.9B
| $400M | 0.3% |
15,176,008
+788,282
| +5% | +$20.8M |
|
57
Northern Trust
NTRS
$24.7B
| $394M | 0.3% |
5,317,667
-317,482
| -6% | -$23.5M |
|
58
Workday
WDAY
$62.1B
| $384M | 0.29% |
1,697,918
-239,791
| -12% | -$54.2M |
|
59
Procter & Gamble
PG
$367B
| $372M | 0.28% |
2,448,927
-233,861
| -9% | -$35.5M |
|
60
Emerson Electric
EMR
$73.5B
| $366M | 0.28% |
4,048,648
-837,475
| -17% | -$75.7M |
|
61
Norfolk Southern
NSC
$62.6B
| $365M | 0.28% |
1,611,137
+48,201
| +3% | +$10.9M |
|
62
Public Storage
PSA
$50.9B
| $365M | 0.28% |
1,249,436
+55,333
| +5% | +$16.2M |
|
63
Marsh & McLennan
MMC
$100B
| $365M | 0.27% |
1,938,244
-130,019
| -6% | -$24.5M |
|
64
Cadence Design Systems
CDNS
$93.8B
| $358M | 0.27% |
1,526,698
-737,986
| -33% | -$173M |
|
65
AbbVie
ABBV
$375B
| $357M | 0.27% |
2,646,594
-133,213
| -5% | -$17.9M |
|
66
Henry Schein
HSIC
$8.25B
| $357M | 0.27% |
4,396,439
+368,414
| +9% | +$29.9M |
|
67
Edison International
EIX
$21.3B
| $354M | 0.27% |
5,093,968
-54,850
| -1% | -$3.81M |
|
68
Vertex Pharmaceuticals
VRTX
$102B
| $352M | 0.27% |
1,001,430
-149,472
| -13% | -$52.6M |
|
69
Canadian Pacific Kansas City
CP
$70.4B
| $350M | 0.26% |
4,335,659
-76,017
| -2% | -$6.14M |
|
70
Walt Disney
DIS
$210B
| $350M | 0.26% |
3,914,735
-1,298,037
| -25% | -$116M |
|
71
Linde
LIN
$222B
| $349M | 0.26% |
916,154
-62,577
| -6% | -$23.8M |
|
72
Danaher
DHR
$145B
| $349M | 0.26% |
1,452,984
-123,247
| -8% | -$29.6M |
|
73
T Rowe Price
TROW
$23.2B
| $346M | 0.26% |
3,087,126
-218,870
| -7% | -$24.5M |
|
74
Oshkosh
OSK
$8.79B
| $345M | 0.26% |
3,983,256
+117,897
| +3% | +$10.2M |
|
75
EOG Resources
EOG
$66.8B
| $343M | 0.26% |
2,993,423
+252,674
| +9% | +$28.9M |
|