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
|
$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$237M |
| 3 |
Kenvue
KVUE
|
$236M |
| 4 |
Norfolk Southern
NSC
|
$219M |
| 5 |
Amazon
AMZN
|
$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
$230M |
| 2 |
Walt Disney
DIS
|
$193M |
| 3 |
Advanced Micro Devices
AMD
|
$165M |
| 4 |
Johnson & Johnson
JNJ
|
$153M |
| 5 |
MarketAxess Holdings
MKTX
|
$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$185B
| $406M | 0.31% |
12,542,230
-2,060,183
| -14% | -$66.8M |
|
52
Netflix
NFLX
$516B
| $402M | 0.31% |
1,064,685
+28,796
| +3% | +$10.9M |
|
53
Spire
SR
$4.52B
| $394M | 0.3% |
6,968,088
+52,893
| +0.8% | +$2.99M |
|
54
Conagra Brands
CAG
$8.99B
| $389M | 0.3% |
14,171,413
+1,737,380
| +14% | +$47.6M |
|
55
Berkshire Hathaway Class B
BRK.B
$1.08T
| $386M | 0.3% |
1,103,234
-237,586
| -18% | -$83.2M |
|
56
Constellation Brands
STZ
$28.5B
| $380M | 0.29% |
1,512,705
-172,778
| -10% | -$43.4M |
|
57
United Parcel Service
UPS
$72.2B
| $379M | 0.29% |
2,433,087
+532,934
| +28% | +$83.1M |
|
58
Reinsurance Group of America
RGA
$12.9B
| $378M | 0.29% |
2,605,471
+177,299
| +7% | +$25.7M |
|
59
AbbVie
ABBV
$374B
| $372M | 0.29% |
2,496,495
-150,099
| -6% | -$22.4M |
|
60
Northern Trust
NTRS
$25B
| $366M | 0.28% |
5,265,018
-52,649
| -1% | -$3.66M |
|
61
Atmos Energy
ATO
$26.7B
| $360M | 0.28% |
3,398,644
-287,261
| -8% | -$30.4M |
|
62
Home Depot
HD
$405B
| $356M | 0.27% |
1,178,365
-191,612
| -14% | -$57.9M |
|
63
Marsh & McLennan
MMC
$101B
| $354M | 0.27% |
1,861,562
-76,682
| -4% | -$14.6M |
|
64
Humana
HUM
$36.5B
| $354M | 0.27% |
727,656
-10,387
| -1% | -$5.05M |
|
65
Okta
OKTA
$16.4B
| $353M | 0.27% |
4,332,873
+1,031,866
| +31% | +$84.1M |
|
66
Walmart
WMT
$780B
| $351M | 0.27% |
2,196,668
+109,498
| +5% | +$17.5M |
|
67
Public Storage
PSA
$51.7B
| $351M | 0.27% |
1,330,220
+80,784
| +6% | +$21.3M |
|
68
Henry Schein
HSIC
$8.44B
| $350M | 0.27% |
4,719,088
+322,649
| +7% | +$24M |
|
69
Icon
ICLR
$13.8B
| $349M | 0.27% |
1,418,002
-260,297
| -16% | -$64.1M |
|
70
Procter & Gamble
PG
$368B
| $343M | 0.26% |
2,349,546
-99,381
| -4% | -$14.5M |
|
71
Workday
WDAY
$61.6B
| $342M | 0.26% |
1,593,450
-104,468
| -6% | -$22.4M |
|
72
Cadence Design Systems
CDNS
$95.5B
| $340M | 0.26% |
1,450,192
-76,506
| -5% | -$17.9M |
|
73
Datadog
DDOG
$47B
| $338M | 0.26% |
3,707,037
+289,660
| +8% | +$26.4M |
|
74
Progressive
PGR
$145B
| $337M | 0.26% |
2,420,197
+477,063
| +25% | +$66.5M |
|
75
Vertex Pharmaceuticals
VRTX
$100B
| $329M | 0.25% |
944,868
-56,562
| -6% | -$19.7M |
|