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
|
$521M |
| 2 |
Microsoft
MSFT
|
$441M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$251M |
| 4 |
Agilent Technologies
A
|
$152M |
| 5 |
Analog Devices
ADI
|
$149M |
Top Sells
| 1 |
GE Aerospace
GE
|
$524M |
| 2 |
Fidelity National Information Services
FIS
|
$363M |
| 3 |
Oracle
ORCL
|
$259M |
| 4 |
Equinix
EQIX
|
$232M |
| 5 |
Wells Fargo
WFC
|
$215M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Applied Materials
AMAT
$126B
| $446M | 0.31% |
3,467,740
+916,053
| +36% | +$118M |
|
77
ConocoPhillips
COP
$124B
| $445M | 0.3% |
6,570,703
+712,220
| +12% | +$48.3M |
|
78
Truist Financial
TFC
$59.9B
| $440M | 0.3% |
7,508,042
+995,335
| +15% | +$58.4M |
|
79
Conagra Brands
CAG
$8.99B
| $438M | 0.3% |
12,930,839
+2,180,290
| +20% | +$73.8M |
|
80
Okta
OKTA
$15.8B
| $434M | 0.3% |
1,826,836
+29,609
| +2% | +$7.03M |
|
81
L3Harris
LHX
$51.5B
| $433M | 0.3% |
1,964,216
-7,537
| -0.4% | -$1.66M |
|
82
Fortive
FTV
$16B
| $426M | 0.29% |
6,031,519
-10,589
| -0.2% | -$747K |
|
83
Becton Dickinson
BDX
$53.9B
| $420M | 0.29% |
1,707,328
-77,567
| -4% | -$19.1M |
|
84
Cintas
CTAS
$82.8B
| $416M | 0.29% |
1,093,951
+121,180
| +12% | +$46.1M |
|
85
F5
FFIV
$17.6B
| $399M | 0.27% |
2,008,607
+177,614
| +10% | +$35.3M |
|
86
S&P Global
SPGI
$165B
| $399M | 0.27% |
938,944
-6,206
| -0.7% | -$2.64M |
|
87
Berkshire Hathaway Class B
BRK.B
$1.08T
| $398M | 0.27% |
1,457,162
+10,750
| +0.7% | +$2.93M |
|
88
Amphenol
APH
$133B
| $392M | 0.27% |
5,351,928
-26,471
| -0.5% | -$1.94M |
|
89
Shopify
SHOP
$181B
| $389M | 0.27% |
286,785
+41
| +0% | +$55.6K |
|
90
Roku
ROKU
$14.1B
| $388M | 0.27% |
1,238,571
+162,358
| +15% | +$50.9M |
|
|
91
Wells Fargo
WFC
$262B
| $386M | 0.26% |
8,327,815
-4,640,931
| -36% | -$215M |
|
92
RTX Corp
RTX
$212B
| $382M | 0.26% |
4,448,181
+219,261
| +5% | +$18.8M |
|
93
Quest Diagnostics
DGX
$20B
| $381M | 0.26% |
2,619,781
-464,273
| -15% | -$67.5M |
|
94
Rockwell Automation
ROK
$38B
| $377M | 0.26% |
1,280,537
+30,281
| +2% | +$8.9M |
|
95
Keysight
KEYS
$28.1B
| $375M | 0.26% |
2,282,573
+257,299
| +13% | +$42.3M |
|
96
Cognex
CGNX
$7.43B
| $373M | 0.26% |
4,653,663
-87,926
| -2% | -$7.05M |
|
97
Sonoco
SON
$4.61B
| $369M | 0.25% |
6,199,941
+707,712
| +13% | +$42.2M |
|
98
Hubbell
HUBB
$22.9B
| $369M | 0.25% |
2,041,061
-544,442
| -21% | -$98.4M |
|
99
Constellation Brands
STZ
$26.7B
| $368M | 0.25% |
1,747,747
+84,762
| +5% | +$17.9M |
|
100
Monster Beverage
MNST
$61.2B
| $362M | 0.25% |
4,078,110
+1,222,346
| +43% | +$109M |
|