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 |
Meta Platforms (Facebook)
META
|
$769M |
| 2 |
Kenvue
KVUE
|
$204M |
| 3 |
Entegris
ENTG
|
$176M |
| 4 |
Merck
MRK
|
$148M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
$143M |
Top Sells
| 1 |
Nike
NKE
|
$278M |
| 2 |
Visa
V
|
$272M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$228M |
| 4 |
Allstate
ALL
|
$188M |
| 5 |
Wingstop
WING
|
$165M |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Financials | 13.26% |
| 3 | Healthcare | 12.3% |
| 4 | Consumer Discretionary | 12.01% |
| 5 | Industrials | 10.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cadence Design Systems
CDNS
$95.5B
| $463M | 0.29% | 1,488,161 +47,130 | +3% | +$14.7M |
|
52
Danaher
DHR
$147B
| $456M | 0.29% | 1,825,883 +88,641 | +5% | +$22.1M |
|
53
Becton Dickinson
BDX
$55.3B
| $450M | 0.28% | 1,820,476 +236,426 | +15% | +$58.5M |
|
54
Conagra Brands
CAG
$9.16B
| $447M | 0.28% | 15,064,154 -234,642 | -2% | -$6.95M |
|
55
PepsiCo
PEP
$204B
| $442M | 0.28% | 2,524,770 -500,851 | -17% | -$87.7M |
|
56
CrowdStrike
CRWD
$106B
| $434M | 0.27% | 1,354,485 -38,496 | -3% | -$12.3M |
|
57
Truist Financial
TFC
$60.4B
| $420M | 0.26% | 10,766,405 +1,094,272 | +11% | +$42.7M |
|
58
Cisco
CSCO
$274B
| $410M | 0.26% | 8,207,142 -230,088 | -3% | -$11.5M |
|
59
Packaging Corp of America
PKG
$19.6B
| $409M | 0.26% | 2,153,982 -205,132 | -9% | -$38.9M |
|
60
Workday
WDAY
$61.6B
| $408M | 0.26% | 1,497,246 -44,376 | -3% | -$12.1M |
|
61
Reinsurance Group of America
RGA
$12.9B
| $408M | 0.26% | 2,113,009 -251,655 | -11% | -$48.5M |
|
62
Fair Isaac
FICO
$36.5B
| $405M | 0.25% | 323,860 -58,263 | -15% | -$72.8M |
|
63
Henry Schein
HSIC
$8.44B
| $402M | 0.25% | 5,321,809 -185,041 | -3% | -$14M |
|
64
RTX Corp
RTX
$212B
| $394M | 0.25% | 4,040,034 -1,037,251 | -20% | -$101M |
|
65
Lowe's Companies
LOW
$145B
| $384M | 0.24% | 1,508,967 -69,458 | -4% | -$17.7M |
|
66
Uber
UBER
$196B
| $384M | 0.24% | 4,991,887 -290,794 | -6% | -$22.4M |
|
67
Northern Trust
NTRS
$25B
| $381M | 0.24% | 4,280,346 -132,082 | -3% | -$11.7M |
|
68
Zscaler
ZS
$43.1B
| $373M | 0.23% | 1,936,117 +165,382 | +9% | +$31.9M |
|
69
Constellation Brands
STZ
$28.5B
| $371M | 0.23% | 1,364,188 -23,189 | -2% | -$6.3M |
|
70
Wells Fargo
WFC
$263B
| $370M | 0.23% | 6,377,618 -32,026 | -0.5% | -$1.86M |
|
71
TJX Companies
TJX
$152B
| $369M | 0.23% | 3,642,218 +137,761 | +4% | +$14M |
|
|
72
Merck
MRK
$210B
| $358M | 0.22% | 2,709,841 +1,124,865 | +71% | +$148M |
|
73
Accenture
ACN
$162B
| $356M | 0.22% | 1,026,407 -24,400 | -2% | -$8.46M |
|
74
EOG Resources
EOG
$68.2B
| $355M | 0.22% | 2,776,821 -16,993 | -0.6% | -$2.17M |
|
75
Schlumberger
SLB
$55B
| $353M | 0.22% | 6,448,840 +688,732 | +12% | +$37.7M |
|