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 |
Salesforce
CRM
|
$306M |
| 2 |
Church & Dwight Co
CHD
|
$182M |
| 3 |
Lattice Semiconductor
LSCC
|
$165M |
| 4 |
UnitedHealth
UNH
|
$157M |
| 5 |
Meta Platforms (Facebook)
META
|
$149M |
Top Sells
| 1 |
Humana
HUM
|
$292M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$265M |
| 3 |
Air Products & Chemicals
APD
|
$200M |
| 4 |
HES
Hess
HES
|
$191M |
| 5 |
Idexx Laboratories
IDXX
|
$182M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 12.47% |
| 4 | Consumer Discretionary | 12.31% |
| 5 | Industrials | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Johnson Controls International
JCI
$68.9B
| $272M | 0.19% |
4,720,342
+1,457,614
| +45% | +$84M |
|
102
Chevron
CVX
$318B
| $272M | 0.19% |
1,820,498
-68,107
| -4% | -$10.2M |
|
103
Howmet Aerospace
HWM
$70.3B
| $270M | 0.19% |
4,996,346
+725,252
| +17% | +$39.3M |
|
104
SBA Communications
SBAC
$21.4B
| $270M | 0.19% |
1,065,283
+200,821
| +23% | +$50.9M |
|
105
Universal Health Services
UHS
$11.6B
| $269M | 0.19% |
1,767,506
+59,798
| +4% | +$9.12M |
|
106
Home Depot
HD
$406B
| $267M | 0.18% |
770,661
-407,704
| -35% | -$141M |
|
107
Airbnb
ABNB
$76.5B
| $265M | 0.18% |
1,945,906
-203,426
| -9% | -$27.7M |
|
108
Union Pacific
UNP
$132B
| $263M | 0.18% |
1,072,628
+280,189
| +35% | +$68.8M |
|
109
Keysight
KEYS
$28.4B
| $261M | 0.18% |
1,639,418
-34,473
| -2% | -$5.48M |
|
110
HDFC Bank
HDB
$181B
| $260M | 0.18% |
3,868,105
-294,751
| -7% | -$19.8M |
|
111
Eversource Energy
ES
$23.5B
| $259M | 0.18% |
4,202,550
+539,526
| +15% | +$33.3M |
|
112
Parker-Hannifin
PH
$94.8B
| $259M | 0.18% |
562,241
+53,939
| +11% | +$24.8M |
|
113
Ecolab
ECL
$77.5B
| $256M | 0.18% |
1,291,502
+57,199
| +5% | +$11.3M |
|
114
Biogen
BIIB
$20.8B
| $256M | 0.18% |
988,676
+89,748
| +10% | +$23.2M |
|
115
ONE Gas
OGS
$4.52B
| $253M | 0.17% |
3,977,709
+1,171,848
| +42% | +$74.7M |
|
116
TransDigm Group
TDG
$72B
| $252M | 0.17% |
249,341
-34,240
| -12% | -$34.6M |
|
|
BECN
117
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $251M | 0.17% |
2,885,164
+150,717
| +6% | +$13.1M |
|
118
Automatic Data Processing
ADP
$121B
| $251M | 0.17% |
1,076,139
-65,349
| -6% | -$15.2M |
|
119
Emerson Electric
EMR
$72.9B
| $250M | 0.17% |
2,571,495
-408,263
| -14% | -$39.7M |
|
120
American Express
AXP
$225B
| $245M | 0.17% |
1,305,883
+181,204
| +16% | +$33.9M |
|
121
American Tower
AMT
$91.9B
| $244M | 0.17% |
1,131,246
-29,785
| -3% | -$6.43M |
|
122
Linde
LIN
$221B
| $243M | 0.17% |
592,378
-195,933
| -25% | -$80.5M |
|
123
Monster Beverage
MNST
$62B
| $240M | 0.17% |
4,170,578
+388,504
| +10% | +$22.4M |
|
124
DocuSign
DOCU
$15.3B
| $240M | 0.16% |
4,034,585
+144,107
| +4% | +$8.57M |
|
125
Edison International
EIX
$21.3B
| $239M | 0.16% |
3,346,718
+74,034
| +2% | +$5.29M |
|