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 |
Alphabet (Google) Class A
GOOGL
|
$2.71B |
| 2 |
Tesla
TSLA
|
$1.27B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.03B |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$209M |
| 5 |
Packaging Corp of America
PKG
|
$167M |
Top Sells
| 1 |
Booking.com
BKNG
|
$324M |
| 2 |
Ametek
AME
|
$183M |
| 3 |
Teleflex
TFX
|
$183M |
| 4 |
Microsoft
MSFT
|
$181M |
| 5 |
American Express
AXP
|
$181M |
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 11.81% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$241B
| $270M | 0.24% |
1,876,811
+390,813
| +26% | +$56.2M |
|
102
Chevron
CVX
$319B
| $269M | 0.24% |
1,874,247
-42,930
| -2% | -$6.17M |
|
103
Wells Fargo
WFC
$259B
| $269M | 0.24% |
6,687,824
-2,754,405
| -29% | -$111M |
|
104
DexCom
DXCM
$30B
| $269M | 0.24% |
3,338,207
+335,048
| +11% | +$27M |
|
105
Cigna
CI
$80.1B
| $268M | 0.24% |
967,265
+90,536
| +10% | +$25.1M |
|
106
Roper Technologies
ROP
$56B
| $267M | 0.24% |
743,433
-170,393
| -19% | -$61.3M |
|
107
Hubbell
HUBB
$22.7B
| $263M | 0.23% |
1,177,146
-337,420
| -22% | -$75.2M |
|
108
VeriSign
VRSN
$25.4B
| $261M | 0.23% |
1,502,952
+203,809
| +16% | +$35.4M |
|
109
L3Harris
LHX
$51.1B
| $259M | 0.23% |
1,247,342
-285,246
| -19% | -$59.3M |
|
110
ONE Gas
OGS
$4.56B
| $259M | 0.23% |
3,676,463
+39,262
| +1% | +$2.76M |
|
111
Republic Services
RSG
$72.6B
| $258M | 0.23% |
1,895,131
+465,996
| +33% | +$63.4M |
|
112
ConocoPhillips
COP
$118B
| $258M | 0.23% |
2,517,831
+72,204
| +3% | +$7.39M |
|
113
Southwest Airlines
LUV
$17.1B
| $257M | 0.23% |
8,343,823
-107,550
| -1% | -$3.32M |
|
114
Advance Auto Parts
AAP
$3.49B
| $251M | 0.22% |
1,606,925
-80,410
| -5% | -$12.6M |
|
115
US Bancorp
USB
$75.3B
| $250M | 0.22% |
6,190,135
+1,620,588
| +35% | +$65.3M |
|
116
Ameriprise Financial
AMP
$48.1B
| $242M | 0.21% |
961,114
-223,385
| -19% | -$56.3M |
|
117
Pinnacle West Capital
PNW
$10.6B
| $240M | 0.21% |
3,724,089
+6,865
| +0.2% | +$443K |
|
118
F5
FFIV
$17.5B
| $239M | 0.21% |
1,649,354
-381,176
| -19% | -$55.2M |
|
119
Edison International
EIX
$21.3B
| $236M | 0.21% |
4,164,808
-771,215
| -16% | -$43.6M |
|
120
Jacobs Solutions
J
$17.2B
| $235M | 0.21% |
2,169,426
-504,698
| -19% | -$54.8M |
|
121
Sun Communities
SUI
$15.8B
| $235M | 0.21% |
1,734,658
+7,932
| +0.5% | +$1.07M |
|
122
Dollar Tree
DLTR
$21.5B
| $235M | 0.21% |
1,724,742
-88,793
| -5% | -$12.1M |
|
123
Merck
MRK
$212B
| $232M | 0.2% |
2,693,806
-709,170
| -21% | -$61.1M |
|
124
Oshkosh
OSK
$8.72B
| $226M | 0.2% |
3,217,075
+8,401
| +0.3% | +$591K |
|
125
Realty Income
O
$52.9B
| $225M | 0.2% |
3,866,284
+1,310,317
| +51% | +$76.3M |
|