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
|
+$701M |
| 2 |
Mastercard
MA
|
+$306M |
| 3 |
Estee Lauder
EL
|
+$248M |
| 4 |
IQVIA
IQV
|
+$178M |
| 5 |
Arista Networks
ANET
|
+$163M |
Top Sells
| 1 |
Visa
V
|
+$560M |
| 2 |
Advanced Micro Devices
AMD
|
+$524M |
| 3 |
Apple
AAPL
|
+$439M |
| 4 |
NVIDIA
NVDA
|
+$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Quest Diagnostics
DGX
$20.1B
| $230M | 0.13% |
1,524,922
-764,962
| -33% | -$115M |
|
127
Commerce Bancshares
CBSH
$8B
| $229M | 0.13% |
3,675,031
+599,192
| +19% | +$37.3M |
|
128
Tradeweb Markets
TW
$25.3B
| $228M | 0.13% |
1,738,765
-14,582
| -0.8% | -$1.91M |
|
129
Timken Company
TKR
$5.32B
| $225M | 0.13% |
3,158,690
+320,354
| +11% | +$22.9M |
|
130
CrowdStrike
CRWD
$107B
| $225M | 0.13% |
657,242
-112,387
| -15% | -$38.5M |
|
131
Charles Schwab
SCHW
$167B
| $225M | 0.13% |
3,033,956
-896,385
| -23% | -$66.3M |
|
132
Insulet
PODD
$23.8B
| $223M | 0.13% |
854,872
-3,597
| -0.4% | -$939K |
|
|
133
IQVIA
IQV
$31.3B
| $223M | 0.13% |
1,134,737
+905,960
| +396% | +$178M |
|
134
Berkshire Hathaway Class B
BRK.B
$1.06T
| $220M | 0.13% |
485,439
-82,403
| -15% | -$37.4M |
|
135
Cheniere Energy
LNG
$52.1B
| $220M | 0.13% |
1,022,203
-111,934
| -10% | -$24.1M |
|
136
Evergy
EVRG
$16.5B
| $219M | 0.13% |
3,555,122
+130,804
| +4% | +$8.05M |
|
137
Wabtec
WAB
$32.4B
| $217M | 0.12% |
1,145,842
-23,583
| -2% | -$4.47M |
|
138
UMB Financial
UMBF
$9.26B
| $215M | 0.12% |
1,907,422
-40,605
| -2% | -$4.58M |
|
139
Johnson Controls International
JCI
$70.5B
| $215M | 0.12% |
2,726,420
-147,056
| -5% | -$11.6M |
|
140
Xylem
XYL
$33.5B
| $214M | 0.12% |
1,844,226
-466,432
| -20% | -$54.1M |
|
141
Xcel Energy
XEL
$42.8B
| $213M | 0.12% |
3,161,673
-614,936
| -16% | -$41.5M |
|
142
Labcorp
LH
$22.7B
| $211M | 0.12% |
921,184
+95,162
| +12% | +$21.8M |
|
143
Realty Income
O
$54.4B
| $210M | 0.12% |
3,933,467
+7,640
| +0.2% | +$408K |
|
|
CHX
144
DELISTED
ChampionX
CHX
| $206M | 0.12% |
7,565,697
+14,250
| +0.2% | +$387K |
|
145
Alaska Air
ALK
$7.22B
| $206M | 0.12% |
3,176,981
-648,955
| -17% | -$42M |
|
146
Linde
LIN
$222B
| $206M | 0.12% |
491,168
-17,075
| -3% | -$7.15M |
|
147
FNB Corp
FNB
$5.88B
| $206M | 0.12% |
13,905,280
-1,052,152
| -7% | -$15.6M |
|
148
F5
FFIV
$18.8B
| $206M | 0.12% |
817,210
-407,943
| -33% | -$103M |
|
149
Columbia Banking Systems
COLB
$7.84B
| $205M | 0.12% |
7,602,571
+61,242
| +0.8% | +$1.65M |
|
150
Republic Services
RSG
$71.3B
| $204M | 0.12% |
1,011,856
-181,666
| -15% | -$36.5M |
|