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 |
iShares Russell 1000 Growth ETF
IWF
|
+$544M |
| 2 |
Apple
AAPL
|
+$224M |
| 3 |
Exxon Mobil
XOM
|
+$219M |
| 4 |
Meta Platforms (Facebook)
META
|
+$189M |
| 5 |
CRH
CRH
|
+$177M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$402M |
| 2 |
Colgate-Palmolive
CL
|
+$255M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$235M |
| 4 |
Starbucks
SBUX
|
+$175M |
| 5 |
Equinix
EQIX
|
+$168M |
Sector Composition
| 1 | Technology | 27.37% |
| 2 | Financials | 12.82% |
| 3 | Healthcare | 11.58% |
| 4 | Consumer Discretionary | 11.43% |
| 5 | Industrials | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Linde
LIN
$222B
| $233M | 0.14% |
531,965
-16,299
| -3% | -$7.15M |
|
127
Berkshire Hathaway Class B
BRK.B
$1.06T
| $231M | 0.14% |
567,876
-20,382
| -3% | -$8.29M |
|
128
Blackrock
BLK
$171B
| $230M | 0.14% |
291,675
+2,105
| +0.7% | +$1.66M |
|
129
Manhattan Associates
MANH
$13B
| $228M | 0.14% |
923,926
-9,863
| -1% | -$2.43M |
|
130
On Holding
ONON
$14.5B
| $226M | 0.14% |
5,833,371
-1,898,594
| -25% | -$73.7M |
|
131
Timken Company
TKR
$5.3B
| $226M | 0.14% |
2,817,294
+128,791
| +5% | +$10.3M |
|
132
Deckers Outdoor
DECK
$17.1B
| $225M | 0.14% |
1,393,260
-135,288
| -9% | -$21.8M |
|
133
Emerson Electric
EMR
$74.3B
| $223M | 0.14% |
2,022,852
-61,644
| -3% | -$6.79M |
|
134
Nu Holdings
NU
$74.7B
| $222M | 0.14% |
17,237,693
+7,279,458
| +73% | +$93.8M |
|
135
AXIS Capital
AXS
$7.58B
| $222M | 0.14% |
3,143,604
-155,810
| -5% | -$11M |
|
136
DocuSign
DOCU
$16B
| $219M | 0.13% |
4,099,400
+75,026
| +2% | +$4.01M |
|
137
Advanced Drainage Systems
WMS
$10.7B
| $217M | 0.13% |
1,354,852
-34,798
| -3% | -$5.58M |
|
138
MSC Industrial Direct
MSM
$5.12B
| $217M | 0.13% |
2,733,228
+1,256,706
| +85% | +$99.7M |
|
139
Realty Income
O
$54.4B
| $217M | 0.13% |
4,099,071
-156,279
| -4% | -$8.25M |
|
140
Hilton Worldwide
HLT
$64.7B
| $215M | 0.13% |
987,560
-133,002
| -12% | -$29M |
|
141
Johnson Controls International
JCI
$69.6B
| $214M | 0.13% |
3,225,257
-682,039
| -17% | -$45.3M |
|
142
FNB Corp
FNB
$5.88B
| $214M | 0.13% |
15,648,206
+32,174
| +0.2% | +$440K |
|
143
Dollar Tree
DLTR
$19.6B
| $214M | 0.13% |
2,003,910
+124,021
| +7% | +$13.2M |
|
144
American Tower
AMT
$91.1B
| $213M | 0.13% |
1,094,625
+51,167
| +5% | +$9.95M |
|
145
Adobe
ADBE
$150B
| $212M | 0.13% |
382,397
+26,619
| +7% | +$14.8M |
|
146
Qualcomm
QCOM
$171B
| $210M | 0.13% |
1,053,067
+28,327
| +3% | +$5.64M |
|
147
Boston Scientific
BSX
$160B
| $210M | 0.13% |
2,721,043
-554,264
| -17% | -$42.7M |
|
148
Universal Health Services
UHS
$11.9B
| $207M | 0.13% |
1,120,304
-173,104
| -13% | -$32M |
|
149
Northern Oil and Gas
NOG
$2.42B
| $207M | 0.13% |
5,566,459
+552,645
| +11% | +$20.5M |
|
150
Entegris
ENTG
$12.3B
| $206M | 0.13% |
1,523,824
+256,186
| +20% | +$34.7M |
|