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 |
MarketAxess Holdings
MKTX
|
$259M |
| 2 |
Eli Lilly
LLY
|
$211M |
| 3 |
Duke Energy
DUK
|
$192M |
| 4 |
Colgate-Palmolive
CL
|
$187M |
| 5 |
Labcorp
LH
|
$168M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$252M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$246M |
| 3 |
Quest Diagnostics
DGX
|
$218M |
| 4 |
Aflac
AFL
|
$149M |
| 5 |
nVent Electric
NVT
|
$129M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 15.07% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$319B
| $349M | 0.29% |
1,944,842
+70,595
| +4% | +$12.7M |
|
77
EOG Resources
EOG
$66.5B
| $349M | 0.28% |
2,692,648
+76,572
| +3% | +$9.92M |
|
78
Oshkosh
OSK
$8.72B
| $347M | 0.28% |
3,938,229
+721,154
| +22% | +$63.6M |
|
79
Cintas
CTAS
$82.6B
| $347M | 0.28% |
767,441
+1,339
| +0.2% | +$605K |
|
80
Cadence Design Systems
CDNS
$94.2B
| $346M | 0.28% |
2,153,164
+42,132
| +2% | +$6.77M |
|
81
Edison International
EIX
$21.3B
| $345M | 0.28% |
5,417,048
+1,252,240
| +30% | +$79.7M |
|
82
Atmos Energy
ATO
$26.6B
| $343M | 0.28% |
3,056,493
-273,987
| -8% | -$30.7M |
|
83
Automatic Data Processing
ADP
$121B
| $342M | 0.28% |
1,432,239
+205,149
| +17% | +$49M |
|
84
US Bancorp
USB
$75.3B
| $336M | 0.27% |
7,699,660
+1,509,525
| +24% | +$65.8M |
|
|
85
Colgate-Palmolive
CL
$67.4B
| $335M | 0.27% |
4,249,889
+2,376,557
| +127% | +$187M |
|
86
Wells Fargo
WFC
$259B
| $331M | 0.27% |
8,014,464
+1,326,640
| +20% | +$54.8M |
|
87
Canadian Pacific Kansas City
CP
$70.1B
| $329M | 0.27% |
4,411,340
-13,212
| -0.3% | -$985K |
|
88
Berkshire Hathaway Class B
BRK.B
$1.08T
| $327M | 0.27% |
1,059,315
+18,254
| +2% | +$5.64M |
|
89
Vertex Pharmaceuticals
VRTX
$102B
| $327M | 0.27% |
1,131,015
-129,082
| -10% | -$37.3M |
|
90
Edwards Lifesciences
EW
$47.9B
| $323M | 0.26% |
4,328,367
+473,547
| +12% | +$35.3M |
|
91
Roper Technologies
ROP
$56B
| $322M | 0.26% |
744,375
+942
| +0.1% | +$407K |
|
92
Keysight
KEYS
$28.3B
| $321M | 0.26% |
1,875,023
+89,920
| +5% | +$15.4M |
|
93
T-Mobile US
TMUS
$285B
| $318M | 0.26% |
2,274,391
-720,195
| -24% | -$101M |
|
94
CoStar Group
CSGP
$37.4B
| $318M | 0.26% |
4,114,129
-119,877
| -3% | -$9.26M |
|
95
Henry Schein
HSIC
$8.25B
| $315M | 0.26% |
3,949,179
-621,830
| -14% | -$49.7M |
|
96
Walmart
WMT
$784B
| $314M | 0.26% |
2,213,685
-697,658
| -24% | -$98.9M |
|
97
VeriSign
VRSN
$25.4B
| $311M | 0.25% |
1,514,339
+11,387
| +0.8% | +$2.34M |
|
98
HEICO
HEI
$44.1B
| $311M | 0.25% |
2,023,620
-36,801
| -2% | -$5.65M |
|
99
Marsh & McLennan
MMC
$101B
| $311M | 0.25% |
1,876,646
+2,682
| +0.1% | +$444K |
|
100
Lowe's Companies
LOW
$146B
| $309M | 0.25% |
1,549,427
-410,100
| -21% | -$81.7M |
|