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 |
Becton Dickinson
BDX
|
$389M |
| 2 |
Meta Platforms (Facebook)
META
|
$296M |
| 3 |
Salesforce
CRM
|
$207M |
| 4 |
Howmet Aerospace
HWM
|
$122M |
| 5 |
Reinsurance Group of America
RGA
|
$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
$349M |
| 2 |
Visa
V
|
$249M |
| 3 |
IQVIA
IQV
|
$234M |
| 4 |
T-Mobile US
TMUS
|
$226M |
| 5 |
NXP Semiconductors
NXPI
|
$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Airbnb
ABNB
$78.1B
| $292M | 0.22% |
2,276,490
+18,627
| +0.8% | +$2.39M |
|
102
Cheniere Energy
LNG
$52.9B
| $284M | 0.21% |
1,866,844
-687,056
| -27% | -$105M |
|
103
Sysco
SYY
$38.5B
| $283M | 0.21% |
3,820,696
-855,920
| -18% | -$63.5M |
|
104
TransDigm Group
TDG
$73.5B
| $282M | 0.21% |
315,611
-53,046
| -14% | -$47.4M |
|
105
Avantor
AVTR
$9.06B
| $281M | 0.21% |
13,684,970
-1,429,797
| -9% | -$29.4M |
|
106
Insulet
PODD
$24.3B
| $277M | 0.21% |
959,018
+110,075
| +13% | +$31.7M |
|
107
Roper Technologies
ROP
$55.9B
| $275M | 0.21% |
572,348
-23,183
| -4% | -$11.1M |
|
108
Blackrock
BLK
$173B
| $274M | 0.21% |
396,439
+36,992
| +10% | +$25.6M |
|
109
Dollar Tree
DLTR
$23.2B
| $272M | 0.21% |
1,898,816
-43,671
| -2% | -$6.27M |
|
110
F5
FFIV
$17.6B
| $270M | 0.2% |
1,842,833
+75,362
| +4% | +$11M |
|
|
PXD
111
DELISTED
Pioneer Natural Resource Co.
PXD
| $265M | 0.2% |
1,280,516
-243,520
| -16% | -$50.5M |
|
112
Baker Hughes
BKR
$44.7B
| $264M | 0.2% |
8,364,124
+216,675
| +3% | +$6.85M |
|
113
CoStar Group
CSGP
$37.3B
| $261M | 0.2% |
2,935,380
-470,362
| -14% | -$41.9M |
|
|
114
NXP Semiconductors
NXPI
$58.7B
| $261M | 0.2% |
1,273,107
-1,036,935
| -45% | -$212M |
|
115
Schlumberger
SLB
$53.6B
| $260M | 0.2% |
5,291,291
-1,467,398
| -22% | -$72.1M |
|
116
Progressive
PGR
$144B
| $257M | 0.19% |
1,943,134
+834,132
| +75% | +$110M |
|
117
TJX Companies
TJX
$155B
| $255M | 0.19% |
3,004,553
+301,012
| +11% | +$25.5M |
|
118
ServiceNow
NOW
$189B
| $252M | 0.19% |
448,351
-28,870
| -6% | -$16.2M |
|
119
Corning
GLW
$58.7B
| $252M | 0.19% |
7,189,942
+183,780
| +3% | +$6.44M |
|
120
Wingstop
WING
$8.9B
| $252M | 0.19% |
1,256,526
+95,596
| +8% | +$19.1M |
|
121
Universal Health Services
UHS
$11.6B
| $239M | 0.18% |
1,512,058
-292,498
| -16% | -$46.1M |
|
122
Realty Income
O
$52.8B
| $237M | 0.18% |
3,967,605
-276,768
| -7% | -$16.5M |
|
123
Agilent Technologies
A
$35.6B
| $233M | 0.18% |
1,935,565
+241,172
| +14% | +$29M |
|
|
124
Howmet Aerospace
HWM
$69.8B
| $231M | 0.17% |
4,657,007
+2,455,263
| +112% | +$122M |
|
125
US Bancorp
USB
$75.5B
| $230M | 0.17% |
6,957,688
-62,344
| -0.9% | -$2.06M |
|