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
|
$701M |
| 2 |
Mastercard
MA
|
$306M |
| 3 |
Estee Lauder
EL
|
$248M |
| 4 |
IQVIA
IQV
|
$178M |
| 5 |
Arista Networks
ANET
|
$163M |
Top Sells
| 1 |
Visa
V
|
$560M |
| 2 |
Advanced Micro Devices
AMD
|
$524M |
| 3 |
Apple
AAPL
|
$439M |
| 4 |
NVIDIA
NVDA
|
$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walmart
WMT
$793B
| $270M | 0.16% |
2,989,254
-619,610
| -17% | -$56M |
|
102
RTX Corp
RTX
$212B
| $268M | 0.15% |
2,314,461
-119,512
| -5% | -$13.8M |
|
103
Stryker
SYK
$149B
| $268M | 0.15% |
743,693
+75,897
| +11% | +$27.3M |
|
104
Conagra Brands
CAG
$9.19B
| $266M | 0.15% |
9,599,405
-2,913,031
| -23% | -$80.8M |
|
105
Deckers Outdoor
DECK
$18.3B
| $265M | 0.15% |
1,306,132
+78,623
| +6% | +$16M |
|
106
Eversource Energy
ES
$23.5B
| $265M | 0.15% |
4,607,477
-75,224
| -2% | -$4.32M |
|
107
Spire
SR
$4.42B
| $264M | 0.15% |
3,891,179
-18,051
| -0.5% | -$1.22M |
|
108
DexCom
DXCM
$30.9B
| $263M | 0.15% |
3,385,005
-615,053
| -15% | -$47.8M |
|
109
Edison International
EIX
$21.3B
| $262M | 0.15% |
3,284,870
+69,074
| +2% | +$5.51M |
|
110
Baker Hughes
BKR
$44.4B
| $261M | 0.15% |
6,360,260
-1,688,617
| -21% | -$69.3M |
|
111
MSC Industrial Direct
MSM
$5.03B
| $255M | 0.15% |
3,418,260
+193,860
| +6% | +$14.5M |
|
|
112
Estee Lauder
EL
$33.1B
| $251M | 0.14% |
3,343,607
+3,313,557
| +11,027% | +$248M |
|
113
Schlumberger
SLB
$52.2B
| $249M | 0.14% |
6,506,811
+31,688
| +0.5% | +$1.21M |
|
114
Danaher
DHR
$143B
| $249M | 0.14% |
1,086,366
-120,407
| -10% | -$27.6M |
|
115
Hilton Worldwide
HLT
$64.7B
| $248M | 0.14% |
1,004,664
+167,711
| +20% | +$41.5M |
|
116
Cloudflare
NET
$71.7B
| $243M | 0.14% |
2,257,601
+1,017,399
| +82% | +$110M |
|
117
Northern Oil and Gas
NOG
$2.5B
| $243M | 0.14% |
6,537,596
+243,531
| +4% | +$9.05M |
|
118
Atmos Energy
ATO
$26.5B
| $242M | 0.14% |
1,741,198
-363,444
| -17% | -$50.6M |
|
119
Marsh & McLennan
MMC
$101B
| $239M | 0.14% |
1,124,607
-32,158
| -3% | -$6.83M |
|
120
On Holding
ONON
$14.6B
| $239M | 0.14% |
4,356,160
-352,523
| -7% | -$19.3M |
|
121
ServiceNow
NOW
$191B
| $237M | 0.14% |
223,659
-2,244
| -1% | -$2.38M |
|
122
Acuity Brands
AYI
$10.2B
| $236M | 0.14% |
808,266
-6,856
| -0.8% | -$2M |
|
123
Willis Towers Watson
WTW
$31.9B
| $233M | 0.13% |
744,118
-97,157
| -12% | -$30.4M |
|
124
Magnolia Oil & Gas
MGY
$4.46B
| $232M | 0.13% |
9,940,130
-602,532
| -6% | -$14.1M |
|
125
Manhattan Associates
MANH
$12.5B
| $232M | 0.13% |
859,054
+27,774
| +3% | +$7.51M |
|