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 |
Intuitive Surgical
ISRG
|
$742M |
| 2 |
Humana
HUM
|
$359M |
| 3 |
Roper Technologies
ROP
|
$344M |
| 4 |
Clarivate
CLVT
|
$240M |
| 5 |
Arista Networks
ANET
|
$214M |
Top Sells
| 1 |
PayPal
PYPL
|
$363M |
| 2 |
Visa
V
|
$340M |
| 3 |
Starbucks
SBUX
|
$222M |
| 4 |
Chubb
CB
|
$221M |
| 5 |
Danaher
DHR
|
$197M |
Sector Composition
| 1 | Technology | 22.9% |
| 2 | Financials | 13.74% |
| 3 | Healthcare | 13.7% |
| 4 | Consumer Discretionary | 13.19% |
| 5 | Industrials | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Shopify
SHOP
$181B
| $470M | 0.3% |
341,442
+54,657
| +19% | +$75.3M |
|
77
Amphenol
APH
$133B
| $466M | 0.3% |
5,328,424
-23,504
| -0.4% | -$2.06M |
|
78
Okta
OKTA
$15.8B
| $465M | 0.3% |
2,074,508
+247,672
| +14% | +$55.5M |
|
79
Constellation Brands
STZ
$26.7B
| $461M | 0.29% |
1,837,048
+89,301
| +5% | +$22.4M |
|
80
Linde
LIN
$222B
| $459M | 0.29% |
1,324,919
-209,466
| -14% | -$72.6M |
|
81
Sherwin-Williams
SHW
$90B
| $448M | 0.28% |
1,270,835
+15,801
| +1% | +$5.56M |
|
82
S&P Global
SPGI
$165B
| $444M | 0.28% |
940,259
+1,315
| +0.1% | +$621K |
|
83
Prologis
PLD
$103B
| $440M | 0.28% |
2,615,290
-166,458
| -6% | -$28M |
|
84
Monster Beverage
MNST
$61.2B
| $440M | 0.28% |
4,583,363
+505,253
| +12% | +$48.5M |
|
85
Becton Dickinson
BDX
$53.9B
| $439M | 0.28% |
1,744,261
+36,933
| +2% | +$9.29M |
|
86
Rockwell Automation
ROK
$38B
| $433M | 0.27% |
1,242,121
-38,416
| -3% | -$13.4M |
|
87
Keysight
KEYS
$28.1B
| $427M | 0.27% |
2,069,485
-213,088
| -9% | -$44M |
|
88
Zoetis
ZTS
$67.8B
| $426M | 0.27% |
1,747,147
+256,237
| +17% | +$62.5M |
|
89
Sun Communities
SUI
$15.6B
| $413M | 0.26% |
1,968,184
+344,300
| +21% | +$72.3M |
|
90
DexCom
DXCM
$29.1B
| $413M | 0.26% |
769,099
-58,150
| -7% | -$31.2M |
|
91
Teleflex
TFX
$5.61B
| $410M | 0.26% |
1,247,259
-78,465
| -6% | -$25.8M |
|
|
PXD
92
DELISTED
Pioneer Natural Resource Co.
PXD
| $406M | 0.26% |
2,233,518
+86,626
| +4% | +$15.8M |
|
93
Truist Financial
TFC
$59.9B
| $404M | 0.26% |
6,898,362
-609,680
| -8% | -$35.7M |
|
94
F5
FFIV
$17.6B
| $401M | 0.25% |
1,638,714
-369,893
| -18% | -$90.5M |
|
|
XYZ
95
Block, Inc.
XYZ
$46.5B
| $401M | 0.25% |
2,481,608
+33,788
| +1% | +$5.46M |
|
96
Procter & Gamble
PG
$370B
| $400M | 0.25% |
2,448,255
+126,281
| +5% | +$20.7M |
|
97
Berkshire Hathaway Class B
BRK.B
$1.08T
| $398M | 0.25% |
1,331,754
-125,408
| -9% | -$37.5M |
|
98
Reinsurance Group of America
RGA
$12.9B
| $395M | 0.25% |
3,605,344
+359,665
| +11% | +$39.4M |
|
99
McKesson
MCK
$86B
| $393M | 0.25% |
1,581,490
-5,410
| -0.3% | -$1.34M |
|
100
Sonoco
SON
$4.61B
| $391M | 0.25% |
6,757,817
+557,876
| +9% | +$32.3M |
|