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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
ONE Gas
OGS
$4.55B
| $260M | 0.14% |
3,614,198
-191,997
| -5% | -$13.8M |
|
127
Automatic Data Processing
ADP
$119B
| $260M | 0.14% |
841,631
+397,385
| +89% | +$123M |
|
128
IQVIA
IQV
$31.8B
| $259M | 0.14% |
1,643,452
+204,457
| +14% | +$32.2M |
|
129
Arista Networks
ANET
$175B
| $258M | 0.14% |
2,523,086
-12,419
| -0.5% | -$1.27M |
|
130
Chevron
CVX
$317B
| $254M | 0.14% |
1,776,192
-322,847
| -15% | -$46.2M |
|
131
T Rowe Price
TROW
$23.2B
| $253M | 0.14% |
2,618,921
-336,782
| -11% | -$32.5M |
|
132
Procter & Gamble
PG
$370B
| $252M | 0.14% |
1,580,137
-361,055
| -19% | -$57.5M |
|
133
Avantis International Equity ETF
AVDE
$8.98B
| $250M | 0.14% |
3,376,257
+1,357,155
| +67% | +$100M |
|
134
Prologis
PLD
$107B
| $246M | 0.13% |
2,339,136
-206,378
| -8% | -$21.7M |
|
135
Shopify
SHOP
$186B
| $245M | 0.13% |
2,128,131
+205,049
| +11% | +$23.7M |
|
136
Willis Towers Watson
WTW
$33B
| $243M | 0.13% |
793,573
+142,076
| +22% | +$43.5M |
|
|
137
Palantir
PLTR
$407B
| $243M | 0.13% |
1,779,978
-2,748,651
| -61% | -$375M |
|
138
GFL Environmental
GFL
$17.1B
| $242M | 0.13% |
4,798,031
+282,729
| +6% | +$14.3M |
|
139
Marsh & McLennan
MMC
$99.8B
| $242M | 0.13% |
1,104,953
-84
| -0% | -$18.4K |
|
140
Abbott
ABT
$233B
| $241M | 0.13% |
1,772,533
+513,670
| +41% | +$69.9M |
|
141
VICI Properties
VICI
$35.4B
| $241M | 0.13% |
7,395,053
-857,475
| -10% | -$28M |
|
142
Wabtec
WAB
$32.3B
| $241M | 0.13% |
1,150,050
+12,715
| +1% | +$2.66M |
|
143
Dominion Energy
D
$51.2B
| $240M | 0.13% |
4,254,860
+458,336
| +12% | +$25.9M |
|
144
Spire
SR
$4.49B
| $240M | 0.13% |
3,290,394
-105,481
| -3% | -$7.7M |
|
145
Vertex Pharmaceuticals
VRTX
$101B
| $240M | 0.13% |
538,132
+72,391
| +16% | +$32.2M |
|
146
Acuity Brands
AYI
$10.3B
| $238M | 0.13% |
798,039
-34,452
| -4% | -$10.3M |
|
147
Amphenol
APH
$145B
| $238M | 0.13% |
2,405,114
+1,231,477
| +105% | +$122M |
|
148
Walmart
WMT
$825B
| $236M | 0.13% |
2,409,653
-97,987
| -4% | -$9.58M |
|
149
Labcorp
LH
$23.1B
| $235M | 0.13% |
894,851
-41,924
| -4% | -$11M |
|
150
Commerce Bancshares
CBSH
$7.95B
| $234M | 0.13% |
3,770,126
-65,987
| -2% | -$4.1M |
|