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 |
Oracle
ORCL
|
+$375M |
| 2 |
Wells Fargo
WFC
|
+$370M |
| 3 |
Meta Platforms (Facebook)
META
|
+$243M |
| 4 |
Vertiv
VRT
|
+$187M |
| 5 |
Cintas
CTAS
|
+$186M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$324M |
| 2 |
RP
RealPage, Inc.
RP
|
+$294M |
| 3 |
Applied Materials
AMAT
|
+$288M |
| 4 |
Emerson Electric
EMR
|
+$241M |
| 5 |
F5
FFIV
|
+$206M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.3% |
| 3 | Consumer Discretionary | 13.92% |
| 4 | Healthcare | 13.65% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Veeva Systems
VEEV
$46.3B
| $220M | 0.16% |
843,686
+12,606
| +2% | +$3.29M |
|
152
SBA Communications
SBAC
$20.5B
| $219M | 0.16% |
789,557
-15,182
| -2% | -$4.21M |
|
153
Credicorp
BAP
$20.9B
| $215M | 0.16% |
1,577,494
+2,669
| +0.2% | +$365K |
|
154
Atlassian
TEAM
$45.3B
| $214M | 0.16% |
1,016,254
+76,876
| +8% | +$16.2M |
|
155
Amgen
AMGN
$151B
| $212M | 0.16% |
852,352
-340,502
| -29% | -$84.7M |
|
156
J.M. Smucker
SJM
$11.9B
| $207M | 0.15% |
1,636,772
-184,741
| -10% | -$23.4M |
|
157
General Dynamics
GD
$86.8B
| $204M | 0.15% |
1,125,348
+28,141
| +3% | +$5.11M |
|
158
Enterprise Products Partners
EPD
$68.1B
| $204M | 0.15% |
9,252,437
-7,675
| -0.1% | -$169K |
|
159
Duke Energy
DUK
$93.4B
| $203M | 0.15% |
2,104,712
+31,757
| +2% | +$3.07M |
|
|
ZEN
160
DELISTED
ZENDESK INC
ZEN
| $201M | 0.15% |
1,514,893
-118,449
| -7% | -$15.7M |
|
161
Cigna
CI
$80.3B
| $201M | 0.15% |
829,834
+699,323
| +536% | +$169M |
|
162
Cemex
CX
$13.6B
| $199M | 0.15% |
28,515,415
-231,113
| -0.8% | -$1.61M |
|
163
JB Hunt Transport Services
JBHT
$13.8B
| $198M | 0.15% |
1,175,696
-134,829
| -10% | -$22.7M |
|
164
Zoetis
ZTS
$67.3B
| $197M | 0.15% |
1,253,269
-754,734
| -38% | -$119M |
|
165
Encompass Health
EHC
$12.7B
| $197M | 0.14% |
3,026,031
+2,584
| +0.1% | +$168K |
|
166
US Bancorp
USB
$75.7B
| $197M | 0.14% |
3,556,643
+87,420
| +3% | +$4.84M |
|
167
Healthpeak Properties
DOC
$12.7B
| $196M | 0.14% |
6,182,350
+801,581
| +15% | +$25.4M |
|
|
168
TJX Companies
TJX
$157B
| $196M | 0.14% |
2,957,007
-4,895,390
| -62% | -$324M |
|
169
CVS Health
CVS
$89.1B
| $195M | 0.14% |
2,592,959
+818,112
| +46% | +$61.5M |
|
170
Parker-Hannifin
PH
$96.3B
| $195M | 0.14% |
617,303
+5,431
| +0.9% | +$1.71M |
|
171
HEICO
HEI
$44.2B
| $194M | 0.14% |
1,545,570
+6,532
| +0.4% | +$822K |
|
172
HP
HPQ
$27.4B
| $194M | 0.14% |
6,107,136
-2,074,055
| -25% | -$65.9M |
|
173
Packaging Corp of America
PKG
$19.4B
| $193M | 0.14% |
1,434,110
-350,016
| -20% | -$47.1M |
|
174
Prologis
PLD
$105B
| $193M | 0.14% |
1,819,093
+14,313
| +0.8% | +$1.52M |
|
175
Capitol Federal Financial
CFFN
$843M
| $192M | 0.14% |
14,526,563
-1,076,738
| -7% | -$14.3M |
|