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 |
Oracle
ORCL
|
$375M |
| 2 |
Wells Fargo
WFC
|
$370M |
| 3 |
Meta Platforms (Facebook)
META
|
$243M |
| 4 |
Vertiv
VRT
|
$187M |
| 5 |
Cintas
CTAS
|
$186M |
Top Sells
| 1 |
TJX Companies
TJX
|
$324M |
| 2 |
RP
RealPage, Inc.
RP
|
$294M |
| 3 |
Applied Materials
AMAT
|
$288M |
| 4 |
Emerson Electric
EMR
|
$241M |
| 5 |
F5
FFIV
|
$206M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.3% |
| 3 | Consumer Discretionary | 13.92% |
| 4 | Healthcare | 13.65% |
| 5 | Industrials | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Truist Financial
TFC
$60.4B
| $407M | 0.3% | 6,973,739 +659,220 | +10% | +$38.4M |
|
77
Sysco
SYY
$38.5B
| $405M | 0.3% | 5,146,515 -373,423 | -7% | -$29.4M |
|
78
Netflix
NFLX
$513B
| $401M | 0.29% | 768,245 +57,218 | +8% | +$29.8M |
|
79
Analog Devices
ADI
$124B
| $390M | 0.29% | 2,512,735 +40,451 | +2% | +$6.27M |
|
80
Pinnacle West Capital
PNW
$10.7B
| $387M | 0.28% | 4,758,362 +868,533 | +22% | +$70.7M |
|
81
Home Depot
HD
$405B
| $385M | 0.28% | 1,260,690 +373,558 | +42% | +$114M |
|
|
82
Applied Materials
AMAT
$128B
| $384M | 0.28% | 2,874,826 -2,154,721 | -43% | -$288M |
|
83
Costco
COST
$418B
| $380M | 0.28% | 1,078,983 -5,986 | -0.6% | -$2.11M |
|
84
nVent Electric
NVT
$14.5B
| $379M | 0.28% | 13,581,105 -615,321 | -4% | -$17.2M |
|
85
Quest Diagnostics
DGX
$20.3B
| $373M | 0.27% | 2,903,853 -52,817 | -2% | -$6.78M |
|
86
Constellation Brands
STZ
$28.5B
| $372M | 0.27% | 1,633,433 +178,673 | +12% | +$40.7M |
|
87
Sea Limited
SE
$110B
| $369M | 0.27% | 1,653,600 +165,270 | +11% | +$36.9M |
|
88
Amphenol
APH
$133B
| $369M | 0.27% | 5,591,444 +2,798,998 | +100% | +$185M |
|
|
PXD
89
DELISTED
Pioneer Natural Resource Co.
PXD
| $368M | 0.27% | 2,317,991 +305,849 | +15% | +$48.6M |
|
90
Spire
SR
$4.52B
| $368M | 0.27% | 4,981,183 -26,536 | -0.5% | -$1.96M |
|
91
Conagra Brands
CAG
$9.16B
| $364M | 0.27% | 9,677,000 +3,104,500 | +47% | +$117M |
|
92
Roku
ROKU
$14.2B
| $361M | 0.27% | 1,108,724 -335,636 | -23% | -$109M |
|
93
Advanced Micro Devices
AMD
$264B
| $361M | 0.27% | 4,598,050 -611,097 | -12% | -$48M |
|
94
Merck
MRK
$210B
| $359M | 0.26% | 4,658,892 +1,503,947 | +48% | +$116M |
|
95
Sonoco
SON
$4.66B
| $354M | 0.26% | 5,591,912 +563,954 | +11% | +$35.7M |
|
96
Linde
LIN
$224B
| $353M | 0.26% | 1,261,263 +492,614 | +64% | +$138M |
|
97
Edwards Lifesciences
EW
$47.8B
| $352M | 0.26% | 4,203,196 -11,980 | -0.3% | -$1M |
|
98
S&P Global
SPGI
$167B
| $351M | 0.26% | 994,390 +74,772 | +8% | +$26.4M |
|
99
Ameriprise Financial
AMP
$48.5B
| $348M | 0.26% | 1,496,891 -166,825 | -10% | -$38.8M |
|
|
100
Cintas
CTAS
$84.6B
| $345M | 0.25% | 1,011,065 +544,730 | +117% | +$186M |
|