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 |
MarketAxess Holdings
MKTX
|
$259M |
| 2 |
Eli Lilly
LLY
|
$211M |
| 3 |
Duke Energy
DUK
|
$192M |
| 4 |
Colgate-Palmolive
CL
|
$187M |
| 5 |
Labcorp
LH
|
$168M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$252M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$246M |
| 3 |
Quest Diagnostics
DGX
|
$218M |
| 4 |
Aflac
AFL
|
$149M |
| 5 |
nVent Electric
NVT
|
$129M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 15.07% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
ConocoPhillips
COP
$124B
| $307M | 0.25% |
2,599,727
+81,896
| +3% | +$9.66M |
|
102
TE Connectivity
TEL
$60.4B
| $297M | 0.24% |
2,590,278
+569,037
| +28% | +$65.3M |
|
103
Southwest Airlines
LUV
$16.9B
| $296M | 0.24% |
8,791,577
+447,754
| +5% | +$15.1M |
|
104
CVS Health
CVS
$94B
| $294M | 0.24% |
3,155,040
+212,785
| +7% | +$19.8M |
|
105
Estee Lauder
EL
$32.7B
| $291M | 0.24% |
1,172,648
+171,002
| +17% | +$42.4M |
|
106
Avantor
AVTR
$9.06B
| $287M | 0.23% |
13,612,057
+2,486,832
| +22% | +$52.4M |
|
107
TransDigm Group
TDG
$73.5B
| $287M | 0.23% |
455,242
+151,122
| +50% | +$95.2M |
|
108
Texas Instruments
TXN
$182B
| $285M | 0.23% |
1,727,840
-56,708
| -3% | -$9.37M |
|
109
Sun Communities
SUI
$15.6B
| $283M | 0.23% |
1,977,705
+243,047
| +14% | +$34.8M |
|
110
Wingstop
WING
$8.9B
| $280M | 0.23% |
2,034,741
-139,917
| -6% | -$19.3M |
|
111
Cigna
CI
$80.3B
| $276M | 0.23% |
833,425
-133,840
| -14% | -$44.3M |
|
112
United Parcel Service
UPS
$72.2B
| $276M | 0.23% |
1,585,789
-175,324
| -10% | -$30.5M |
|
113
L3Harris
LHX
$51.5B
| $274M | 0.22% |
1,317,429
+70,087
| +6% | +$14.6M |
|
114
Healthpeak Properties
DOC
$12.5B
| $274M | 0.22% |
10,920,529
+1,123,223
| +11% | +$28.2M |
|
115
Schlumberger
SLB
$53.6B
| $273M | 0.22% |
5,106,699
-896,965
| -15% | -$48M |
|
116
Realty Income
O
$52.8B
| $270M | 0.22% |
4,263,805
+397,521
| +10% | +$25.2M |
|
117
Pfizer
PFE
$142B
| $267M | 0.22% |
5,213,996
+1,491,342
| +40% | +$76.4M |
|
|
118
nVent Electric
NVT
$14.4B
| $266M | 0.22% |
6,920,193
-3,346,205
| -33% | -$129M |
|
119
ONE Gas
OGS
$4.57B
| $265M | 0.22% |
3,496,593
-179,870
| -5% | -$13.6M |
|
|
120
Quest Diagnostics
DGX
$20B
| $263M | 0.22% |
1,682,070
-1,390,465
| -45% | -$218M |
|
121
Marvell Technology
MRVL
$55.7B
| $261M | 0.21% |
7,051,432
-314,334
| -4% | -$11.6M |
|
122
Jacobs Solutions
J
$17.4B
| $261M | 0.21% |
2,172,510
+3,084
| +0.1% | +$370K |
|
|
123
MarketAxess Holdings
MKTX
$6.73B
| $260M | 0.21% |
932,496
+927,176
| +17,428% | +$259M |
|
124
Dollar Tree
DLTR
$23.2B
| $258M | 0.21% |
1,820,778
+96,036
| +6% | +$13.6M |
|
125
Agilent Technologies
A
$35.6B
| $252M | 0.21% |
1,686,099
+141,815
| +9% | +$21.2M |
|