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 |
NVIDIA
NVDA
|
$521M |
| 2 |
Microsoft
MSFT
|
$441M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$251M |
| 4 |
Agilent Technologies
A
|
$152M |
| 5 |
Analog Devices
ADI
|
$149M |
Top Sells
| 1 |
GE Aerospace
GE
|
$524M |
| 2 |
Fidelity National Information Services
FIS
|
$363M |
| 3 |
Oracle
ORCL
|
$259M |
| 4 |
Equinix
EQIX
|
$232M |
| 5 |
Wells Fargo
WFC
|
$215M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Zoetis
ZTS
$69.3B
| $289M | 0.2% |
1,490,910
+61,651
| +4% | +$12M |
|
127
US Bancorp
USB
$76B
| $289M | 0.2% |
4,868,824
+1,508,917
| +45% | +$89.7M |
|
128
Southwest Airlines
LUV
$17.3B
| $285M | 0.2% |
5,538,908
+517,468
| +10% | +$26.6M |
|
129
Allstate
ALL
$53.6B
| $283M | 0.19% |
2,226,073
+163,119
| +8% | +$20.8M |
|
130
Edison International
EIX
$21.6B
| $274M | 0.19% |
4,936,418
+310,090
| +7% | +$17.2M |
|
131
Universal Health Services
UHS
$11.6B
| $272M | 0.19% |
1,962,788
-411,312
| -17% | -$56.9M |
|
132
Kimberly-Clark
KMB
$42.8B
| $263M | 0.18% |
1,986,279
+392,646
| +25% | +$52M |
|
133
SBA Communications
SBAC
$22B
| $260M | 0.18% |
786,848
+46,026
| +6% | +$15.2M |
|
134
ONE Gas
OGS
$4.59B
| $259M | 0.18% |
4,088,728
+61,452
| +2% | +$3.89M |
|
135
Vertiv
VRT
$48.7B
| $252M | 0.17% |
10,460,302
+1,100,426
| +12% | +$26.5M |
|
136
Republic Services
RSG
$73B
| $252M | 0.17% |
2,096,424
-1,362,662
| -39% | -$164M |
|
137
Automatic Data Processing
ADP
$123B
| $251M | 0.17% |
1,256,933
-21,016
| -2% | -$4.2M |
|
138
Norfolk Southern
NSC
$62.8B
| $250M | 0.17% |
1,045,765
-5,623
| -0.5% | -$1.35M |
|
139
Baker Hughes
BKR
$44.8B
| $249M | 0.17% |
10,075,509
+1,319,625
| +15% | +$32.6M |
|
140
Duke Energy
DUK
$95.3B
| $249M | 0.17% |
2,550,955
+21,914
| +0.9% | +$2.14M |
|
141
Cadence Design Systems
CDNS
$95.5B
| $244M | 0.17% |
1,611,186
-56,792
| -3% | -$8.6M |
|
142
T Rowe Price
TROW
$23.6B
| $241M | 0.16% |
1,224,742
+10,376
| +0.9% | +$2.04M |
|
143
Unilever
UL
$156B
| $241M | 0.16% |
4,440,616
+306,376
| +7% | +$16.6M |
|
144
Henry Schein
HSIC
$8.44B
| $240M | 0.16% |
3,156,804
+302,350
| +11% | +$23M |
|
145
Wingstop
WING
$9.16B
| $240M | 0.16% |
1,461,583
+17,866
| +1% | +$2.93M |
|
146
Dollar Tree
DLTR
$23.2B
| $237M | 0.16% |
2,471,770
-24,785
| -1% | -$2.37M |
|
147
Open Text
OTEX
$8.41B
| $232M | 0.16% |
4,760,333
+718,157
| +18% | +$35M |
|
148
MSC Industrial Direct
MSM
$5.02B
| $228M | 0.16% |
2,845,982
+161,320
| +6% | +$12.9M |
|
149
Packaging Corp of America
PKG
$19.6B
| $226M | 0.16% |
1,647,709
+152,846
| +10% | +$21M |
|
150
Huazhu Hotels Group
HTHT
$11.3B
| $226M | 0.15% |
4,919,299
+159,688
| +3% | +$7.32M |
|