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 |
MarketAxess Holdings
MKTX
|
$259M |
| 2 |
Eli Lilly
LLY
|
$211M |
| 3 |
Duke Energy
DUK
|
$192M |
| 4 |
Colgate-Palmolive
CL
|
$187M |
| 5 |
Labcorp
LH
|
$168M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$252M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$246M |
| 3 |
Quest Diagnostics
DGX
|
$218M |
| 4 |
Aflac
AFL
|
$149M |
| 5 |
nVent Electric
NVT
|
$129M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 15.07% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
BorgWarner
BWA
$9.5B
| $251M | 0.21% |
7,082,222
-681,608
| -9% | -$24.2M |
|
127
F5
FFIV
$18.3B
| $250M | 0.2% |
1,745,062
+95,708
| +6% | +$13.7M |
|
128
Deckers Outdoor
DECK
$17.6B
| $246M | 0.2% |
3,702,018
+220,194
| +6% | +$14.6M |
|
129
Wabtec
WAB
$32.6B
| $244M | 0.2% |
2,444,681
+17,696
| +0.7% | +$1.77M |
|
130
Salesforce
CRM
$239B
| $244M | 0.2% |
1,837,042
-39,769
| -2% | -$5.27M |
|
131
Merck
MRK
$210B
| $241M | 0.2% |
2,173,191
-520,615
| -19% | -$57.8M |
|
132
Republic Services
RSG
$71.1B
| $240M | 0.2% |
1,861,883
-33,248
| -2% | -$4.29M |
|
133
Baker Hughes
BKR
$45B
| $237M | 0.19% |
8,034,112
+39,762
| +0.5% | +$1.17M |
|
134
Universal Health Services
UHS
$11.9B
| $237M | 0.19% |
1,678,717
-771,788
| -31% | -$109M |
|
135
Reinsurance Group of America
RGA
$12.7B
| $236M | 0.19% |
1,658,937
-674,206
| -29% | -$95.8M |
|
136
Accenture
ACN
$159B
| $230M | 0.19% |
861,969
+19,500
| +2% | +$5.2M |
|
137
Corning
GLW
$61.7B
| $229M | 0.19% |
7,161,868
+2,358,866
| +49% | +$75.3M |
|
138
American Express
AXP
$226B
| $224M | 0.18% |
1,512,865
+6,896
| +0.5% | +$1.02M |
|
139
Blackrock
BLK
$171B
| $223M | 0.18% |
314,869
-47,326
| -13% | -$33.5M |
|
140
MSC Industrial Direct
MSM
$5.23B
| $218M | 0.18% |
2,666,357
-284,552
| -10% | -$23.2M |
|
141
Advance Auto Parts
AAP
$3.66B
| $217M | 0.18% |
1,476,177
-130,748
| -8% | -$19.2M |
|
142
Charles Schwab
SCHW
$169B
| $216M | 0.18% |
2,588,684
-1,231,223
| -32% | -$103M |
|
143
TJX Companies
TJX
$156B
| $215M | 0.18% |
2,705,727
-16,889
| -0.6% | -$1.34M |
|
144
ServiceNow
NOW
$193B
| $214M | 0.18% |
552,209
-328,377
| -37% | -$127M |
|
145
FMC
FMC
$4.63B
| $214M | 0.18% |
1,716,433
+363,184
| +27% | +$45.3M |
|
146
Airbnb
ABNB
$76.5B
| $211M | 0.17% |
2,465,844
+377,876
| +18% | +$32.3M |
|
147
First Hawaiian
FHB
$3.21B
| $211M | 0.17% |
8,088,138
-96,901
| -1% | -$2.52M |
|
148
Netflix
NFLX
$531B
| $211M | 0.17% |
714,120
+198,816
| +39% | +$58.6M |
|
149
NorthWestern Energy
NWE
$3.51B
| $207M | 0.17% |
3,484,660
+98,569
| +3% | +$5.85M |
|
150
Becton Dickinson
BDX
$54.2B
| $203M | 0.17% |
798,997
-106,445
| -12% | -$27.1M |
|