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 |
Broadcom
AVGO
|
$701M |
| 2 |
Mastercard
MA
|
$306M |
| 3 |
Arista Networks
ANET
|
$249M |
| 4 |
Estee Lauder
EL
|
$248M |
| 5 |
IQVIA
IQV
|
$178M |
Top Sells
| 1 |
Visa
V
|
$560M |
| 2 |
Advanced Micro Devices
AMD
|
$524M |
| 3 |
Apple
AAPL
|
$439M |
| 4 |
NVIDIA
NVDA
|
$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$262B
| $407M | 0.23% |
5,793,863
-15,329
| -0.3% | -$1.08M |
|
52
Ares Management
ARES
$39.4B
| $406M | 0.23% |
2,294,332
-224,192
| -9% | -$39.7M |
|
53
Kenvue
KVUE
$39.9B
| $403M | 0.23% |
18,867,138
-2,124,050
| -10% | -$45.3M |
|
54
Boston Scientific
BSX
$158B
| $401M | 0.23% |
4,488,823
+925,268
| +26% | +$82.6M |
|
55
Duke Energy
DUK
$94.8B
| $397M | 0.23% |
3,688,965
-490,568
| -12% | -$52.9M |
|
56
S&P Global
SPGI
$165B
| $395M | 0.23% |
793,263
-199,186
| -20% | -$99.2M |
|
57
Home Depot
HD
$404B
| $387M | 0.22% |
995,774
+57,855
| +6% | +$22.5M |
|
58
TJX Companies
TJX
$155B
| $386M | 0.22% |
3,199,040
+342,208
| +12% | +$41.3M |
|
59
Cadence Design Systems
CDNS
$93.4B
| $380M | 0.22% |
1,266,074
+73,375
| +6% | +$22M |
|
60
Mondelez International
MDLZ
$80B
| $378M | 0.22% |
6,323,554
+21,473
| +0.3% | +$1.28M |
|
61
Vertiv
VRT
$47.4B
| $377M | 0.22% |
3,322,527
+538,673
| +19% | +$61.2M |
|
62
Alnylam Pharmaceuticals
ALNY
$58.6B
| $377M | 0.22% |
1,604,024
+11,291
| +0.7% | +$2.66M |
|
63
General Mills
GIS
$26.4B
| $365M | 0.21% |
5,731,471
+670,642
| +13% | +$42.8M |
|
64
Bank of New York Mellon
BK
$73.8B
| $364M | 0.21% |
4,740,530
-1,803,378
| -28% | -$139M |
|
65
EOG Resources
EOG
$68.8B
| $354M | 0.2% |
2,891,558
-94,695
| -3% | -$11.6M |
|
66
PepsiCo
PEP
$206B
| $352M | 0.2% |
2,313,136
+40,920
| +2% | +$6.22M |
|
67
Wingstop
WING
$8.9B
| $343M | 0.2% |
1,206,062
+22,552
| +2% | +$6.41M |
|
68
Palantir
PLTR
$373B
| $340M | 0.2% |
4,489,498
-889,851
| -17% | -$67.3M |
|
69
Idexx Laboratories
IDXX
$51.2B
| $335M | 0.19% |
809,814
+191,385
| +31% | +$79.1M |
|
70
Lowe's Companies
LOW
$145B
| $334M | 0.19% |
1,351,674
+42,815
| +3% | +$10.6M |
|
71
American Express
AXP
$230B
| $334M | 0.19% |
1,123,961
+136,723
| +14% | +$40.6M |
|
72
Henry Schein
HSIC
$8.29B
| $332M | 0.19% |
4,798,270
-551,075
| -10% | -$38.1M |
|
73
Equinix
EQIX
$75.5B
| $329M | 0.19% |
348,469
-18,052
| -5% | -$17M |
|
74
Ecolab
ECL
$77.9B
| $324M | 0.19% |
1,383,971
-19,147
| -1% | -$4.49M |
|
75
Applovin
APP
$163B
| $323M | 0.19% |
996,779
-3,499
| -0.3% | -$1.13M |
|