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 |
Broadcom
AVGO
|
$670M |
| 2 |
Workday
WDAY
|
$183M |
| 3 |
Apple
AAPL
|
$178M |
| 4 |
Eli Lilly
LLY
|
$172M |
| 5 |
GE Vernova
GEV
|
$159M |
Top Sells
| 1 |
Visa
V
|
$494M |
| 2 |
Colgate-Palmolive
CL
|
$234M |
| 3 |
NXP Semiconductors
NXPI
|
$184M |
| 4 |
Duke Energy
DUK
|
$176M |
| 5 |
Intuitive Surgical
ISRG
|
$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BECN
101
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $280M | 0.16% |
3,240,682
+431,306
| +15% | +$37.3M |
|
102
Edison International
EIX
$21.3B
| $280M | 0.16% |
3,215,796
-648,603
| -17% | -$56.5M |
|
103
DocuSign
DOCU
$15.2B
| $278M | 0.16% |
4,483,848
+384,448
| +9% | +$23.9M |
|
104
MSC Industrial Direct
MSM
$4.95B
| $277M | 0.16% |
3,224,400
+491,172
| +18% | +$42.3M |
|
105
Vertiv
VRT
$47.4B
| $277M | 0.16% |
2,783,854
+989,086
| +55% | +$98.4M |
|
106
Canadian Pacific Kansas City
CP
$70.2B
| $276M | 0.16% |
3,221,030
-104,208
| -3% | -$8.91M |
|
107
Emerson Electric
EMR
$73.2B
| $273M | 0.16% |
2,498,399
+475,547
| +24% | +$52M |
|
108
Schlumberger
SLB
$52.3B
| $272M | 0.16% |
6,475,123
+118,810
| +2% | +$4.98M |
|
109
F5
FFIV
$17.5B
| $270M | 0.16% |
1,225,153
-484,143
| -28% | -$107M |
|
110
DexCom
DXCM
$30B
| $268M | 0.16% |
4,000,058
-1,545,723
| -28% | -$104M |
|
111
American Express
AXP
$227B
| $268M | 0.16% |
987,238
-180,338
| -15% | -$48.9M |
|
112
Oracle
ORCL
$629B
| $265M | 0.15% |
1,554,349
+486,667
| +46% | +$82.9M |
|
113
Spire
SR
$4.46B
| $263M | 0.15% |
3,909,230
-196,713
| -5% | -$13.2M |
|
114
Booz Allen Hamilton
BAH
$13.3B
| $262M | 0.15% |
1,610,813
-62,148
| -4% | -$10.1M |
|
115
Berkshire Hathaway Class B
BRK.B
$1.08T
| $261M | 0.15% |
567,842
-34
| -0% | -$15.6K |
|
116
Mercado Libre
MELI
$119B
| $260M | 0.15% |
126,800
+10,774
| +9% | +$22.1M |
|
117
TransDigm Group
TDG
$73.3B
| $260M | 0.15% |
182,084
-35,097
| -16% | -$50.1M |
|
118
Old National Bancorp
ONB
$8.82B
| $259M | 0.15% |
13,877,541
-246,644
| -2% | -$4.6M |
|
119
Marsh & McLennan
MMC
$101B
| $258M | 0.15% |
1,156,765
-121,895
| -10% | -$27.2M |
|
120
Magnolia Oil & Gas
MGY
$4.54B
| $257M | 0.15% |
10,542,662
+1,153,294
| +12% | +$28.2M |
|
121
Charles Schwab
SCHW
$175B
| $255M | 0.15% |
3,930,341
+686,041
| +21% | +$44.5M |
|
122
Realty Income
O
$52.9B
| $249M | 0.14% |
3,925,827
-173,244
| -4% | -$11M |
|
123
AXIS Capital
AXS
$7.67B
| $249M | 0.14% |
3,124,998
-18,606
| -0.6% | -$1.48M |
|
124
Willis Towers Watson
WTW
$31.8B
| $248M | 0.14% |
841,275
-165,453
| -16% | -$48.7M |
|
125
Xcel Energy
XEL
$42.8B
| $247M | 0.14% |
3,776,609
+1,692,264
| +81% | +$111M |
|