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 |
S&P Global
SPGI
|
$571M |
| 2 |
Advanced Micro Devices
AMD
|
$471M |
| 3 |
Workday
WDAY
|
$357M |
| 4 |
Exxon Mobil
XOM
|
$323M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$278M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$769M |
| 2 |
CERN
Cerner Corp
CERN
|
$765M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$611M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$524M |
| 5 |
Fortive
FTV
|
$479M |
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 13.83% |
| 4 | Consumer Discretionary | 12.62% |
| 5 | Industrials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
T Rowe Price
TROW
$23.2B
| $359M | 0.25% |
2,376,088
+1,014,981
| +75% | +$153M |
|
102
Kimberly-Clark
KMB
$42.5B
| $358M | 0.25% |
2,910,183
+1,023,684
| +54% | +$126M |
|
103
Norfolk Southern
NSC
$62.4B
| $356M | 0.24% |
1,249,890
+350,571
| +39% | +$100M |
|
104
Spire
SR
$4.42B
| $352M | 0.24% |
4,906,422
-48,233
| -1% | -$3.46M |
|
105
Sonoco
SON
$4.53B
| $347M | 0.24% |
5,551,135
-1,206,682
| -18% | -$75.5M |
|
106
Advance Auto Parts
AAP
$3.54B
| $347M | 0.24% |
1,676,374
+232,904
| +16% | +$48.2M |
|
107
Dollar Tree
DLTR
$21.3B
| $341M | 0.23% |
2,131,433
+541,921
| +34% | +$86.8M |
|
108
ONE Gas
OGS
$4.52B
| $341M | 0.23% |
3,863,227
-276,111
| -7% | -$24.4M |
|
109
Devon Energy
DVN
$22.3B
| $338M | 0.23% |
5,708,753
-167,478
| -3% | -$9.9M |
|
110
nVent Electric
NVT
$14.4B
| $329M | 0.22% |
9,456,093
+202,990
| +2% | +$7.06M |
|
111
Automatic Data Processing
ADP
$121B
| $324M | 0.22% |
1,424,137
+190,550
| +15% | +$43.4M |
|
112
Baker Hughes
BKR
$44.4B
| $323M | 0.22% |
8,882,408
-1,895,451
| -18% | -$69M |
|
113
Packaging Corp of America
PKG
$19.2B
| $321M | 0.22% |
2,056,760
-60,450
| -3% | -$9.44M |
|
114
Hershey
HSY
$37.4B
| $320M | 0.22% |
1,477,714
+584,624
| +65% | +$127M |
|
115
Rockwell Automation
ROK
$38.1B
| $316M | 0.22% |
1,127,305
-114,816
| -9% | -$32.2M |
|
116
Henry Schein
HSIC
$8.14B
| $315M | 0.22% |
3,616,273
+691,299
| +24% | +$60.3M |
|
117
Edison International
EIX
$21.3B
| $311M | 0.21% |
4,433,900
-286,297
| -6% | -$20.1M |
|
118
McKesson
MCK
$85.9B
| $304M | 0.21% |
992,387
-589,103
| -37% | -$180M |
|
119
Sun Communities
SUI
$15.7B
| $302M | 0.21% |
1,724,288
-243,896
| -12% | -$42.8M |
|
120
MSC Industrial Direct
MSM
$5.03B
| $299M | 0.2% |
3,503,731
+368,106
| +12% | +$31.4M |
|
121
Universal Health Services
UHS
$11.6B
| $292M | 0.2% |
2,015,232
-254,622
| -11% | -$36.9M |
|
122
Hubbell
HUBB
$22.8B
| $290M | 0.2% |
1,578,529
-138,408
| -8% | -$25.4M |
|
123
Healthpeak Properties
DOC
$12.3B
| $288M | 0.2% |
8,375,295
+1,405,569
| +20% | +$48.3M |
|
124
Vertex Pharmaceuticals
VRTX
$102B
| $287M | 0.2% |
1,100,875
+476,422
| +76% | +$124M |
|
125
Canadian Pacific Kansas City
CP
$70.4B
| $285M | 0.19% |
3,450,248
+558,728
| +19% | +$46.1M |
|