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 |
Becton Dickinson
BDX
|
$389M |
| 2 |
Meta Platforms (Facebook)
META
|
$296M |
| 3 |
Salesforce
CRM
|
$207M |
| 4 |
Howmet Aerospace
HWM
|
$122M |
| 5 |
Reinsurance Group of America
RGA
|
$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
$349M |
| 2 |
Visa
V
|
$249M |
| 3 |
IQVIA
IQV
|
$234M |
| 4 |
T-Mobile US
TMUS
|
$226M |
| 5 |
NXP Semiconductors
NXPI
|
$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$72.2B
| $341M | 0.26% |
1,900,153
+197,052
| +12% | +$35.3M |
|
77
MSCI
MSCI
$42.9B
| $340M | 0.26% |
724,604
-428,951
| -37% | -$201M |
|
|
78
Reinsurance Group of America
RGA
$12.9B
| $337M | 0.25% |
2,428,172
+875,446
| +56% | +$121M |
|
79
Datadog
DDOG
$47B
| $336M | 0.25% |
3,417,377
+1,114,937
| +48% | +$110M |
|
80
Hershey
HSY
$37.7B
| $336M | 0.25% |
1,345,359
-131,657
| -9% | -$32.9M |
|
81
Humana
HUM
$37.3B
| $330M | 0.25% |
738,043
+39,089
| +6% | +$17.5M |
|
82
TE Connectivity
TEL
$60.4B
| $329M | 0.25% |
2,348,480
-17,769
| -0.8% | -$2.49M |
|
83
Republic Services
RSG
$72.8B
| $328M | 0.25% |
2,141,966
+41,204
| +2% | +$6.31M |
|
84
Walmart
WMT
$781B
| $328M | 0.25% |
2,087,170
-12,233
| -0.6% | -$1.92M |
|
85
Southwest Airlines
LUV
$16.9B
| $328M | 0.25% |
9,055,011
-130,495
| -1% | -$4.73M |
|
86
Bristol-Myers Squibb
BMY
$96.5B
| $327M | 0.25% |
5,117,025
-81,694
| -2% | -$5.22M |
|
87
Marvell Technology
MRVL
$55.7B
| $327M | 0.25% |
5,468,562
-1,534,827
| -22% | -$91.8M |
|
88
Accenture
ACN
$160B
| $323M | 0.24% |
1,045,235
+85,471
| +9% | +$26.4M |
|
89
Wells Fargo
WFC
$262B
| $321M | 0.24% |
7,512,000
-89,756
| -1% | -$3.83M |
|
90
Charles Schwab
SCHW
$174B
| $321M | 0.24% |
5,656,044
+1,820,708
| +47% | +$103M |
|
91
Automatic Data Processing
ADP
$121B
| $319M | 0.24% |
1,449,325
-5,872
| -0.4% | -$1.29M |
|
92
Texas Instruments
TXN
$182B
| $314M | 0.24% |
1,743,528
+161,586
| +10% | +$29.1M |
|
93
American Tower
AMT
$93.9B
| $312M | 0.24% |
1,608,201
-72,660
| -4% | -$14.1M |
|
94
Chevron
CVX
$326B
| $309M | 0.23% |
1,965,650
+9,885
| +0.5% | +$1.56M |
|
95
Paycom
PAYC
$12.4B
| $308M | 0.23% |
959,309
+88,070
| +10% | +$28.3M |
|
96
HDFC Bank
HDB
$179B
| $307M | 0.23% |
4,402,467
-656,314
| -13% | -$45.7M |
|
97
Cigna
CI
$80.3B
| $306M | 0.23% |
1,090,659
+173,104
| +19% | +$48.6M |
|
98
Keysight
KEYS
$28.1B
| $306M | 0.23% |
1,826,285
-395,146
| -18% | -$66.2M |
|
99
Truist Financial
TFC
$59.9B
| $298M | 0.22% |
9,816,419
-893,925
| -8% | -$27.1M |
|
100
Lockheed Martin
LMT
$106B
| $293M | 0.22% |
635,371
-74,107
| -10% | -$34.1M |
|