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
|
$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$237M |
| 3 |
Kenvue
KVUE
|
$236M |
| 4 |
Norfolk Southern
NSC
|
$219M |
| 5 |
Amazon
AMZN
|
$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
$230M |
| 2 |
Walt Disney
DIS
|
$193M |
| 3 |
Advanced Micro Devices
AMD
|
$165M |
| 4 |
Johnson & Johnson
JNJ
|
$153M |
| 5 |
MarketAxess Holdings
MKTX
|
$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Accenture
ACN
$160B
| $326M | 0.25% |
1,060,829
+15,594
| +1% | +$4.79M |
|
77
Idexx Laboratories
IDXX
$51.2B
| $321M | 0.25% |
734,707
-103,948
| -12% | -$45.5M |
|
78
Canadian Pacific Kansas City
CP
$70.2B
| $319M | 0.25% |
4,295,052
-40,607
| -0.9% | -$3.02M |
|
79
Schlumberger
SLB
$53.6B
| $319M | 0.25% |
5,471,139
+179,848
| +3% | +$10.5M |
|
80
Fair Isaac
FICO
$36.1B
| $319M | 0.25% |
366,865
+104,161
| +40% | +$90.5M |
|
81
Chevron
CVX
$326B
| $318M | 0.25% |
1,888,605
-77,045
| -4% | -$13M |
|
82
ServiceNow
NOW
$189B
| $318M | 0.25% |
568,226
+119,875
| +27% | +$67M |
|
83
Texas Instruments
TXN
$182B
| $316M | 0.24% |
1,988,368
+244,840
| +14% | +$38.9M |
|
84
T Rowe Price
TROW
$23.2B
| $310M | 0.24% |
2,958,816
-128,310
| -4% | -$13.5M |
|
85
Alibaba
BABA
$330B
| $304M | 0.23% |
3,508,392
+1,389,233
| +66% | +$121M |
|
86
TSMC
TSM
$1.18T
| $302M | 0.23% |
3,473,637
+1,250,290
| +56% | +$109M |
|
87
TJX Companies
TJX
$155B
| $298M | 0.23% |
3,350,999
+346,446
| +12% | +$30.8M |
|
88
Republic Services
RSG
$72.8B
| $298M | 0.23% |
2,089,447
-52,519
| -2% | -$7.48M |
|
89
Paycom
PAYC
$12.4B
| $295M | 0.23% |
1,139,511
+180,202
| +19% | +$46.7M |
|
90
Airbnb
ABNB
$78.1B
| $295M | 0.23% |
2,149,332
-127,158
| -6% | -$17.4M |
|
91
Linde
LIN
$222B
| $294M | 0.23% |
788,311
-127,843
| -14% | -$47.6M |
|
92
Wingstop
WING
$8.9B
| $293M | 0.23% |
1,626,558
+370,032
| +29% | +$66.5M |
|
93
Emerson Electric
EMR
$73.9B
| $288M | 0.22% |
2,979,758
-1,068,890
| -26% | -$103M |
|
|
94
Kenvue
KVUE
$39.9B
| $286M | 0.22% |
14,263,768
+11,745,273
| +466% | +$236M |
|
95
TE Connectivity
TEL
$60.4B
| $285M | 0.22% |
2,305,168
-43,312
| -2% | -$5.35M |
|
96
Automatic Data Processing
ADP
$121B
| $275M | 0.21% |
1,141,488
-307,837
| -21% | -$74.1M |
|
97
Cigna
CI
$80.3B
| $274M | 0.21% |
958,763
-131,896
| -12% | -$37.7M |
|
98
Truist Financial
TFC
$59.9B
| $274M | 0.21% |
9,568,571
-247,848
| -3% | -$7.09M |
|
99
Wells Fargo
WFC
$262B
| $273M | 0.21% |
6,686,481
-825,519
| -11% | -$33.7M |
|
100
F5
FFIV
$17.6B
| $273M | 0.21% |
1,693,766
-149,067
| -8% | -$24M |
|