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 |
Norfolk Southern
NSC
|
+$305M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$204M |
| 3 |
Texas Instruments
TXN
|
+$204M |
| 4 |
FMC
FMC
|
+$162M |
| 5 |
F5
FFIV
|
+$156M |
Top Sells
| 1 |
PepsiCo
PEP
|
+$361M |
| 2 |
Pfizer
PFE
|
+$247M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$231M |
| 4 |
Colgate-Palmolive
CL
|
+$199M |
| 5 |
Union Pacific
UNP
|
+$192M |
Sector Composition
| 1 | Technology | 19.15% |
| 2 | Healthcare | 16.32% |
| 3 | Financials | 15.25% |
| 4 | Consumer Discretionary | 11.52% |
| 5 | Industrials | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
CoStar Group
CSGP
$36.8B
| $153M | 0.18% |
2,599,830
-980,170
| -27% | -$57.6M |
|
152
HEICO
HEI
$44.4B
| $149M | 0.18% |
1,993,825
+1,786,738
| +863% | +$133M |
|
|
SPLK
153
DELISTED
Splunk Inc
SPLK
| $146M | 0.17% |
1,154,178
-171,296
| -13% | -$21.6M |
|
154
MSC Industrial Direct
MSM
$5.09B
| $145M | 0.17% |
2,646,065
+213,313
| +9% | +$11.7M |
|
155
DexCom
DXCM
$29.9B
| $144M | 0.17% |
2,143,812
+1,187,860
| +124% | +$80M |
|
156
Genuine Parts
GPC
$19.7B
| $144M | 0.17% |
2,137,395
-661,114
| -24% | -$44.5M |
|
157
Credicorp
BAP
$21.1B
| $142M | 0.17% |
991,303
-1,203
| -0.1% | -$172K |
|
158
Southwest Airlines
LUV
$16.6B
| $139M | 0.17% |
3,907,868
-1,786,915
| -31% | -$63.6M |
|
159
Paycom
PAYC
$12.5B
| $136M | 0.16% |
672,409
+23,049
| +4% | +$4.66M |
|
160
Rockwell Automation
ROK
$38.8B
| $135M | 0.16% |
895,252
+644,593
| +257% | +$97.3M |
|
161
HP
HPQ
$26.1B
| $135M | 0.16% |
7,757,539
+836,256
| +12% | +$14.5M |
|
162
Sonoco
SON
$4.71B
| $134M | 0.16% |
2,901,656
+1,158,762
| +66% | +$53.7M |
|
163
Encompass Health
EHC
$12.7B
| $134M | 0.16% |
2,639,965
-256,680
| -9% | -$13.1M |
|
164
Enterprise Products Partners
EPD
$68.8B
| $134M | 0.16% |
9,390,157
+1,043,998
| +13% | +$14.9M |
|
165
ProAssurance
PRA
$1.22B
| $134M | 0.16% |
5,366,090
+344,680
| +7% | +$8.62M |
|
166
Liberty Media Series C
FWONK
$24.9B
| $133M | 0.16% |
5,046,017
+329,200
| +7% | +$8.67M |
|
167
J.M. Smucker
SJM
$11.5B
| $131M | 0.16% |
1,181,943
+278,232
| +31% | +$30.9M |
|
|
RP
168
DELISTED
RealPage, Inc.
RP
| $130M | 0.15% |
2,453,078
+180,530
| +8% | +$9.56M |
|
169
PACCAR
PCAR
$53.8B
| $130M | 0.15% |
3,179,949
+821,644
| +35% | +$33.5M |
|
170
Ball Corp
BALL
$13.9B
| $129M | 0.15% |
1,995,381
+761,676
| +62% | +$49.2M |
|
171
Packaging Corp of America
PKG
$19.4B
| $128M | 0.15% |
1,473,748
+496,852
| +51% | +$43.1M |
|
172
MarketAxess Holdings
MKTX
$6.91B
| $126M | 0.15% |
379,066
+18,616
| +5% | +$6.19M |
|
173
Hershey
HSY
$37.5B
| $126M | 0.15% |
951,353
+591,520
| +164% | +$78.4M |
|
174
Home Depot
HD
$421B
| $126M | 0.15% |
673,934
-659,965
| -49% | -$123M |
|
175
IQVIA
IQV
$31.8B
| $125M | 0.15% |
+1,154,404
| New | +$125M |
|