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 |
Broadcom
AVGO
|
$670M |
| 2 |
Workday
WDAY
|
$183M |
| 3 |
Apple
AAPL
|
$178M |
| 4 |
Eli Lilly
LLY
|
$172M |
| 5 |
GE Vernova
GEV
|
$159M |
Top Sells
| 1 |
Visa
V
|
$494M |
| 2 |
Colgate-Palmolive
CL
|
$234M |
| 3 |
NXP Semiconductors
NXPI
|
$184M |
| 4 |
Duke Energy
DUK
|
$176M |
| 5 |
Intuitive Surgical
ISRG
|
$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
TJX Companies
TJX
$152B
| $336M | 0.2% |
2,856,832
-155,056
| -5% | -$18.2M |
|
77
Danaher
DHR
$147B
| $336M | 0.19% |
1,206,773
-404,613
| -25% | -$112M |
|
78
Wells Fargo
WFC
$263B
| $328M | 0.19% |
5,809,192
+105,014
| +2% | +$5.93M |
|
79
CRH
CRH
$74.7B
| $326M | 0.19% |
3,510,219
-1,132,510
| -24% | -$105M |
|
80
Equinix
EQIX
$76.9B
| $325M | 0.19% |
366,521
-4,625
| -1% | -$4.11M |
|
81
ONE Gas
OGS
$4.59B
| $324M | 0.19% |
4,347,417
-250,697
| -5% | -$18.7M |
|
82
Cadence Design Systems
CDNS
$95.5B
| $323M | 0.19% |
1,192,699
-122,817
| -9% | -$33.3M |
|
83
lululemon athletica
LULU
$24B
| $321M | 0.19% |
1,182,457
-586,639
| -33% | -$159M |
|
84
Eversource Energy
ES
$23.8B
| $319M | 0.19% |
4,682,701
+76,327
| +2% | +$5.19M |
|
85
T Rowe Price
TROW
$23.6B
| $313M | 0.18% |
2,875,573
+362,780
| +14% | +$39.5M |
|
86
Idexx Laboratories
IDXX
$51.8B
| $312M | 0.18% |
618,429
+55,665
| +10% | +$28.1M |
|
87
Xylem
XYL
$34.5B
| $312M | 0.18% |
2,310,658
-367,345
| -14% | -$49.6M |
|
88
Icon
ICLR
$13.8B
| $306M | 0.18% |
1,066,092
-64,396
| -6% | -$18.5M |
|
89
TE Connectivity
TEL
$61B
| $306M | 0.18% |
2,026,623
+59,372
| +3% | +$8.96M |
|
90
Public Storage
PSA
$51.7B
| $300M | 0.17% |
824,485
-9,406
| -1% | -$3.42M |
|
91
Union Pacific
UNP
$133B
| $299M | 0.17% |
1,213,020
+26,243
| +2% | +$6.47M |
|
92
Boston Scientific
BSX
$156B
| $299M | 0.17% |
3,563,555
+842,512
| +31% | +$70.6M |
|
93
Avantis US Equity ETF
AVUS
$9.4B
| $295M | 0.17% |
3,105,014
+181,003
| +6% | +$17.2M |
|
94
RTX Corp
RTX
$212B
| $295M | 0.17% |
2,433,973
-426,716
| -15% | -$51.7M |
|
95
Atmos Energy
ATO
$26.7B
| $292M | 0.17% |
2,104,642
-538,025
| -20% | -$74.6M |
|
96
Walmart
WMT
$780B
| $291M | 0.17% |
3,608,864
-17,780
| -0.5% | -$1.44M |
|
97
Baker Hughes
BKR
$44.7B
| $291M | 0.17% |
8,048,877
-225,373
| -3% | -$8.15M |
|
98
Chevron
CVX
$326B
| $290M | 0.17% |
1,972,475
+291,659
| +17% | +$43M |
|
99
SBA Communications
SBAC
$22B
| $290M | 0.17% |
1,205,879
+15,591
| +1% | +$3.75M |
|
100
Williams Companies
WMB
$70.7B
| $281M | 0.16% |
6,157,078
+39,780
| +0.7% | +$1.82M |
|