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 |
Colgate-Palmolive
CL
|
+$242M |
| 2 |
Unilever
UL
|
+$231M |
| 3 |
Sysco
SYY
|
+$229M |
| 4 |
JPMorgan Chase
JPM
|
+$216M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$215M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$421M |
| 2 |
Illumina
ILMN
|
+$359M |
| 3 |
Boston Scientific
BSX
|
+$331M |
| 4 |
SBA Communications
SBAC
|
+$257M |
| 5 |
Waste Connections
WCN
|
+$248M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 14.89% |
| 3 | Healthcare | 14.13% |
| 4 | Consumer Discretionary | 14.08% |
| 5 | Industrials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
T Rowe Price
TROW
$23.4B
| $219M | 0.17% |
1,448,776
-11,630
| -0.8% | -$1.76M |
|
|
SPLK
152
DELISTED
Splunk Inc
SPLK
| $216M | 0.17% |
1,270,389
-439,493
| -26% | -$74.7M |
|
153
Wabtec
WAB
$32.4B
| $216M | 0.17% |
2,946,998
+839,317
| +40% | +$61.4M |
|
154
Edison International
EIX
$21.4B
| $216M | 0.17% |
3,431,812
+107,478
| +3% | +$6.75M |
|
|
WORK
155
DELISTED
Slack Technologies, Inc.
WORK
| $213M | 0.17% |
5,047,201
-3,917,570
| -44% | -$165M |
|
156
Eaton
ETN
$140B
| $211M | 0.16% |
1,753,639
+160,952
| +10% | +$19.3M |
|
157
J.M. Smucker
SJM
$11.8B
| $211M | 0.16% |
1,821,513
+143,958
| +9% | +$16.6M |
|
158
Verisk Analytics
VRSK
$36.7B
| $207M | 0.16% |
994,946
-8,692
| -0.9% | -$1.8M |
|
159
Graphic Packaging
GPK
$6.24B
| $204M | 0.16% |
12,036,106
+2,212,512
| +23% | +$37.5M |
|
160
HEICO
HEI
$44.1B
| $204M | 0.16% |
1,539,038
+136,468
| +10% | +$18.1M |
|
161
Linde
LIN
$222B
| $203M | 0.16% |
768,649
+622,077
| +424% | +$164M |
|
162
HP
HPQ
$26.5B
| $201M | 0.16% |
8,181,191
-1,456,591
| -15% | -$35.8M |
|
163
Commerce Bancshares
CBSH
$8B
| $200M | 0.16% |
3,709,168
-110,909
| -3% | -$5.99M |
|
164
Kimberly-Clark
KMB
$43B
| $199M | 0.16% |
1,477,939
-1,366,386
| -48% | -$184M |
|
165
Encompass Health
EHC
$12.8B
| $199M | 0.16% |
3,023,447
+448,007
| +17% | +$29.5M |
|
166
Palo Alto Networks
PANW
$133B
| $198M | 0.15% |
3,336,582
+261,726
| +9% | +$15.5M |
|
167
Masco
MAS
$15.3B
| $198M | 0.15% |
3,596,661
-57,745
| -2% | -$3.17M |
|
168
Weyerhaeuser
WY
$18.6B
| $197M | 0.15% |
5,872,333
-2,243,611
| -28% | -$75.2M |
|
169
Capitol Federal Financial
CFFN
$855M
| $195M | 0.15% |
15,603,301
-5,044,843
| -24% | -$63.1M |
|
170
PNC Financial Services
PNC
$79.8B
| $195M | 0.15% |
1,307,040
-325,947
| -20% | -$48.6M |
|
171
lululemon athletica
LULU
$19.7B
| $194M | 0.15% |
558,335
-6,284
| -1% | -$2.19M |
|
172
Bank of America
BAC
$376B
| $193M | 0.15% |
6,383,724
-836,662
| -12% | -$25.4M |
|
173
Duke Energy
DUK
$94.4B
| $190M | 0.15% |
2,072,955
+168,647
| +9% | +$15.4M |
|
174
Ecolab
ECL
$76.3B
| $190M | 0.15% |
876,110
+175,772
| +25% | +$38M |
|
175
PACCAR
PCAR
$51.8B
| $189M | 0.15% |
3,290,363
-111,976
| -3% | -$6.44M |
|