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
|
$701M |
| 2 |
Mastercard
MA
|
$306M |
| 3 |
Arista Networks
ANET
|
$249M |
| 4 |
Estee Lauder
EL
|
$248M |
| 5 |
IQVIA
IQV
|
$178M |
Top Sells
| 1 |
Visa
V
|
$560M |
| 2 |
Advanced Micro Devices
AMD
|
$524M |
| 3 |
Apple
AAPL
|
$439M |
| 4 |
NVIDIA
NVDA
|
$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Roper Technologies
ROP
$56B
| $320M | 0.18% |
614,999
-30,143
| -5% | -$15.7M |
|
77
T Rowe Price
TROW
$23.2B
| $319M | 0.18% |
2,817,188
-58,385
| -2% | -$6.6M |
|
78
Oracle
ORCL
$629B
| $316M | 0.18% |
1,895,824
+341,475
| +22% | +$56.9M |
|
79
Prologis
PLD
$104B
| $313M | 0.18% |
2,964,072
-759,855
| -20% | -$80.3M |
|
80
Avantis US Equity ETF
AVUS
$9.41B
| $313M | 0.18% |
3,229,740
+124,726
| +4% | +$12.1M |
|
81
Blackrock
BLK
$171B
| $310M | 0.18% |
302,639
-52,621
| -15% | -$53.9M |
|
82
Northern Trust
NTRS
$24.7B
| $307M | 0.18% |
2,993,113
-1,068,259
| -26% | -$109M |
|
83
TE Connectivity
TEL
$60.6B
| $306M | 0.18% |
2,140,941
+114,318
| +6% | +$16.3M |
|
84
Constellation Brands
STZ
$26B
| $303M | 0.17% |
1,372,485
+25,110
| +2% | +$5.55M |
|
85
CRH
CRH
$74.4B
| $300M | 0.17% |
3,242,189
-268,030
| -8% | -$24.8M |
|
86
Williams Companies
WMB
$70.4B
| $297M | 0.17% |
5,482,482
-674,596
| -11% | -$36.5M |
|
87
Okta
OKTA
$15.7B
| $294M | 0.17% |
3,734,938
-853,385
| -19% | -$67.2M |
|
88
Morgan Stanley
MS
$237B
| $293M | 0.17% |
2,331,960
+1,230,623
| +112% | +$155M |
|
|
BECN
89
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $290M | 0.17% |
2,857,790
-382,892
| -12% | -$38.9M |
|
90
American Tower
AMT
$93.4B
| $284M | 0.16% |
1,550,218
+59,306
| +4% | +$10.9M |
|
91
AXIS Capital
AXS
$7.67B
| $282M | 0.16% |
3,178,512
+53,514
| +2% | +$4.74M |
|
92
Synopsys
SNPS
$110B
| $277M | 0.16% |
571,474
+159,344
| +39% | +$77.3M |
|
93
ONE Gas
OGS
$4.56B
| $277M | 0.16% |
4,004,668
-342,749
| -8% | -$23.7M |
|
|
94
Arista Networks
ANET
$172B
| $277M | 0.16% |
2,506,568
+2,249,451
| +875% | +$249M |
|
95
Chevron
CVX
$319B
| $276M | 0.16% |
1,905,465
-67,010
| -3% | -$9.71M |
|
96
Procter & Gamble
PG
$368B
| $273M | 0.16% |
1,631,313
+254,901
| +19% | +$42.7M |
|
97
Howmet Aerospace
HWM
$70.1B
| $272M | 0.16% |
2,488,286
+104,694
| +4% | +$11.5M |
|
98
Old National Bancorp
ONB
$8.82B
| $271M | 0.16% |
12,479,049
-1,398,492
| -10% | -$30.4M |
|
99
Mercado Libre
MELI
$119B
| $270M | 0.16% |
158,940
+32,140
| +25% | +$54.7M |
|
100
Union Pacific
UNP
$131B
| $270M | 0.16% |
1,184,354
-28,666
| -2% | -$6.54M |
|