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 | |
|---|---|---|---|---|---|---|
126
GXO Logistics
GXO
$6.03B
| $238M | 0.16% |
3,895,363
+639,215
| +20% | +$39.1M |
|
127
Xylem
XYL
$34.5B
| $238M | 0.16% |
2,078,679
-81,031
| -4% | -$9.27M |
|
128
Southwest Airlines
LUV
$17.3B
| $237M | 0.16% |
8,213,015
+385,296
| +5% | +$11.1M |
|
129
Charles Schwab
SCHW
$174B
| $235M | 0.16% |
3,413,275
+37,675
| +1% | +$2.59M |
|
130
US Bancorp
USB
$76B
| $234M | 0.16% |
5,406,403
-554,808
| -9% | -$24M |
|
131
Amcor
AMCR
$19.4B
| $230M | 0.16% |
23,877,933
+1,047,775
| +5% | +$10.1M |
|
132
Ares Management
ARES
$39.3B
| $226M | 0.16% |
1,898,404
+828,227
| +77% | +$98.5M |
|
|
133
Idexx Laboratories
IDXX
$51.8B
| $226M | 0.16% |
406,638
-328,069
| -45% | -$182M |
|
134
Avantis US Equity ETF
AVUS
$9.4B
| $225M | 0.15% |
2,756,550
+72,884
| +3% | +$5.94M |
|
|
PXD
135
DELISTED
Pioneer Natural Resource Co.
PXD
| $224M | 0.15% |
996,808
-80,246
| -7% | -$18M |
|
136
Dynatrace
DT
$15.3B
| $222M | 0.15% |
4,061,791
+1,650,020
| +68% | +$90.2M |
|
137
Baker Hughes
BKR
$44.8B
| $221M | 0.15% |
6,471,920
+201,570
| +3% | +$6.89M |
|
138
Manhattan Associates
MANH
$13B
| $216M | 0.15% |
1,004,503
+68,550
| +7% | +$14.8M |
|
139
Booz Allen Hamilton
BAH
$13.4B
| $212M | 0.15% |
1,657,039
+308,863
| +23% | +$39.5M |
|
140
Starbucks
SBUX
$100B
| $211M | 0.15% |
2,202,694
-21,850
| -1% | -$2.1M |
|
141
HubSpot
HUBS
$25.5B
| $211M | 0.15% |
363,689
-58,186
| -14% | -$33.8M |
|
142
Old National Bancorp
ONB
$8.97B
| $209M | 0.14% |
12,401,141
+1,337,729
| +12% | +$22.6M |
|
143
Corning
GLW
$57.4B
| $208M | 0.14% |
6,843,035
-274,070
| -4% | -$8.35M |
|
144
Adobe
ADBE
$147B
| $208M | 0.14% |
348,497
+15,635
| +5% | +$9.33M |
|
145
CoStar Group
CSGP
$37.9B
| $208M | 0.14% |
2,377,312
-251,048
| -10% | -$21.9M |
|
146
Gilead Sciences
GILD
$140B
| $207M | 0.14% |
2,554,968
+102,352
| +4% | +$8.29M |
|
147
Hilton Worldwide
HLT
$64.9B
| $204M | 0.14% |
1,122,726
-98,495
| -8% | -$17.9M |
|
148
Target
TGT
$43.6B
| $203M | 0.14% |
1,423,883
+210,482
| +17% | +$30M |
|
149
Bristol-Myers Squibb
BMY
$96B
| $202M | 0.14% |
3,944,408
-484,641
| -11% | -$24.9M |
|
150
NXP Semiconductors
NXPI
$59.2B
| $200M | 0.14% |
872,924
+183,769
| +27% | +$42.2M |
|