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
|
$311M |
| 2 |
Humana
HUM
|
$270M |
| 3 |
Meta Platforms (Facebook)
META
|
$256M |
| 4 |
Colgate-Palmolive
CL
|
$163M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$160M |
Top Sells
| 1 |
Amazon
AMZN
|
$653M |
| 2 |
Microsoft
MSFT
|
$614M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$348M |
| 4 |
L3Harris
LHX
|
$242M |
| 5 |
Idexx Laboratories
IDXX
|
$238M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Healthcare | 14.17% |
| 3 | Financials | 13.99% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.09T
| $354M | 0.28% | 1,152,049 +92,734 | +9% | +$28.5M |
|
77
Salesforce
CRM
$245B
| $350M | 0.28% | 1,775,943 -61,099 | -3% | -$12M |
|
78
Linde
LIN
$224B
| $348M | 0.27% | 978,731 -292,115 | -23% | -$104M |
|
79
Marsh & McLennan
MMC
$101B
| $344M | 0.27% | 2,068,263 +191,617 | +10% | +$31.9M |
|
80
American Tower
AMT
$95.5B
| $343M | 0.27% | 1,680,861 -249,650 | -13% | -$51M |
|
81
Canadian Pacific Kansas City
CP
$69.9B
| $338M | 0.27% | 4,411,676 +336 | +0% | +$25.8K |
|
|
82
Humana
HUM
$36.5B
| $338M | 0.27% | 698,954 +557,432 | +394% | +$270M |
|
83
HDFC Bank
HDB
$182B
| $336M | 0.26% | 5,058,781 -1,179,772 | -19% | -$78.3M |
|
84
Lockheed Martin
LMT
$106B
| $335M | 0.26% | 709,478 -69,364 | -9% | -$32.8M |
|
85
Home Depot
HD
$405B
| $335M | 0.26% | 1,136,527 -17,473 | -2% | -$5.14M |
|
86
Schlumberger
SLB
$55B
| $331M | 0.26% | 6,758,689 +1,651,990 | +32% | +$81M |
|
87
Norfolk Southern
NSC
$62.8B
| $331M | 0.26% | 1,562,936 +95,493 | +7% | +$20.2M |
|
88
United Parcel Service
UPS
$74.1B
| $330M | 0.26% | 1,703,101 +117,312 | +7% | +$22.7M |
|
89
Henry Schein
HSIC
$8.44B
| $328M | 0.26% | 4,028,025 +78,846 | +2% | +$6.43M |
|
90
Automatic Data Processing
ADP
$123B
| $324M | 0.26% | 1,455,197 +22,958 | +2% | +$5.11M |
|
91
Oshkosh
OSK
$8.92B
| $322M | 0.25% | 3,865,359 -72,870 | -2% | -$6.06M |
|
92
Avantor
AVTR
$9.18B
| $318M | 0.25% | 15,114,767 +1,502,710 | +11% | +$31.6M |
|
93
Chevron
CVX
$324B
| $318M | 0.25% | 1,955,765 +10,923 | +0.6% | +$1.78M |
|
94
EOG Resources
EOG
$68.2B
| $314M | 0.25% | 2,740,749 +48,101 | +2% | +$5.51M |
|
|
95
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $310M | 0.24% | 2,923,489 +1,509,511 | +107% | +$160M |
|
96
TE Connectivity
TEL
$61B
| $310M | 0.24% | 2,366,249 -224,029 | -9% | -$29.4M |
|
|
PXD
97
DELISTED
Pioneer Natural Resource Co.
PXD
| $310M | 0.24% | 1,524,036 -179,574 | -11% | -$36.5M |
|
98
Walmart
WMT
$774B
| $309M | 0.24% | 2,099,403 -114,282 | -5% | -$16.8M |
|
99
Monster Beverage
MNST
$60.9B
| $304M | 0.24% | 5,620,266 +2,036,529 | +57% | +$110M |
|
100
Marvell Technology
MRVL
$54.2B
| $302M | 0.24% | 7,003,389 -48,043 | -0.7% | -$2.07M |
|