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
|
+$250M |
| 2 |
Workday
WDAY
|
+$183M |
| 3 |
Apple
AAPL
|
+$178M |
| 4 |
Eli Lilly
LLY
|
+$172M |
| 5 |
GE Vernova
GEV
|
+$159M |
Top Sells
| 1 |
Visa
V
|
+$494M |
| 2 |
Colgate-Palmolive
CL
|
+$234M |
| 3 |
NXP Semiconductors
NXPI
|
+$184M |
| 4 |
Duke Energy
DUK
|
+$176M |
| 5 |
Intuitive Surgical
ISRG
|
+$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Linde
LIN
$223B
| $242M | 0.14% |
508,243
-23,722
| -4% | -$11.3M |
|
127
Stryker
SYK
$150B
| $241M | 0.14% |
667,796
+162,188
| +32% | +$58.6M |
|
128
Republic Services
RSG
$71.2B
| $240M | 0.14% |
1,193,522
-259,096
| -18% | -$52M |
|
129
Timken Company
TKR
$5.37B
| $239M | 0.14% |
2,838,336
+21,042
| +0.7% | +$1.77M |
|
130
Howmet Aerospace
HWM
$72.3B
| $239M | 0.14% |
2,383,592
-244,981
| -9% | -$24.6M |
|
131
Procter & Gamble
PG
$372B
| $238M | 0.14% |
1,376,412
-159,847
| -10% | -$27.7M |
|
132
WEC Energy
WEC
$34.6B
| $237M | 0.14% |
2,466,603
-99,398
| -4% | -$9.56M |
|
133
Target
TGT
$41.6B
| $237M | 0.14% |
1,519,894
+261,102
| +21% | +$40.7M |
|
134
On Holding
ONON
$14.8B
| $236M | 0.14% |
4,708,683
-1,124,688
| -19% | -$56.4M |
|
135
Manhattan Associates
MANH
$13.3B
| $234M | 0.14% |
831,280
-92,646
| -10% | -$26.1M |
|
136
American Water Works
AWK
$27.3B
| $232M | 0.14% |
1,589,653
+182,539
| +13% | +$26.7M |
|
|
CHX
137
DELISTED
ChampionX
CHX
| $228M | 0.13% |
7,551,447
+27,612
| +0.4% | +$833K |
|
138
Vertex Pharmaceuticals
VRTX
$101B
| $225M | 0.13% |
484,813
-101,509
| -17% | -$47.2M |
|
139
Acuity Brands
AYI
$10.3B
| $224M | 0.13% |
815,122
-20,399
| -2% | -$5.62M |
|
140
CDW
CDW
$22B
| $224M | 0.13% |
988,797
+427,575
| +76% | +$96.8M |
|
141
Airbnb
ABNB
$76.3B
| $223M | 0.13% |
1,758,709
-11,219
| -0.6% | -$1.42M |
|
142
Johnson Controls International
JCI
$70.1B
| $223M | 0.13% |
2,873,476
-351,781
| -11% | -$27.3M |
|
143
Pool Corp
POOL
$12.5B
| $223M | 0.13% |
591,673
+161,373
| +38% | +$60.8M |
|
144
Northern Oil and Gas
NOG
$2.41B
| $223M | 0.13% |
6,294,065
+727,606
| +13% | +$25.8M |
|
145
NorthWestern Energy
NWE
$3.47B
| $221M | 0.13% |
3,866,862
-101,551
| -3% | -$5.81M |
|
146
Reinsurance Group of America
RGA
$12.7B
| $220M | 0.13% |
1,008,989
-406,022
| -29% | -$88.5M |
|
147
Advanced Drainage Systems
WMS
$11.5B
| $218M | 0.13% |
1,386,032
+31,180
| +2% | +$4.9M |
|
148
Tradeweb Markets
TW
$25.5B
| $217M | 0.13% |
1,753,347
+320,315
| +22% | +$39.6M |
|
149
GE HealthCare
GEHC
$35.7B
| $216M | 0.13% |
2,301,480
+216,036
| +10% | +$20.3M |
|
150
CrowdStrike
CRWD
$107B
| $216M | 0.13% |
769,629
-259,287
| -25% | -$72.7M |
|