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 |
Microsoft
MSFT
|
$441M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$251M |
| 3 |
Agilent Technologies
A
|
$152M |
| 4 |
Analog Devices
ADI
|
$149M |
| 5 |
GXO Logistics
GXO
|
$145M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$363M |
| 2 |
Oracle
ORCL
|
$259M |
| 3 |
Equinix
EQIX
|
$232M |
| 4 |
Wells Fargo
WFC
|
$215M |
| 5 |
Etsy
ETSY
|
$195M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
General Dynamics
GD
$86.8B
| $224M | 0.15% |
1,141,941
+15,647
| +1% | +$3.07M |
|
152
HP
HPQ
$26.8B
| $224M | 0.15% |
8,174,795
+883,864
| +12% | +$24.2M |
|
153
Healthpeak Properties
DOC
$12.3B
| $221M | 0.15% |
6,613,511
+30,842
| +0.5% | +$1.03M |
|
154
BorgWarner
BWA
$9.3B
| $218M | 0.15% |
5,055,805
+1,122,143
| +29% | +$48.5M |
|
155
Manhattan Associates
MANH
$12.5B
| $218M | 0.15% |
1,422,207
-73,395
| -5% | -$11.2M |
|
156
Eversource Energy
ES
$23.5B
| $217M | 0.15% |
2,650,700
+41,818
| +2% | +$3.42M |
|
157
Fox Class B
FOX
$24.4B
| $216M | 0.15% |
5,812,748
+318,481
| +6% | +$11.8M |
|
158
Wabtec
WAB
$32.7B
| $215M | 0.15% |
2,498,358
-321,524
| -11% | -$27.7M |
|
159
Zscaler
ZS
$42.1B
| $214M | 0.15% |
817,716
+13,329
| +2% | +$3.5M |
|
160
Starbucks
SBUX
$99.2B
| $212M | 0.15% |
1,923,577
-586,148
| -23% | -$64.7M |
|
161
Lyft
LYFT
$7.03B
| $209M | 0.14% |
3,892,999
+113,691
| +3% | +$6.09M |
|
162
Enterprise Products Partners
EPD
$68.9B
| $209M | 0.14% |
9,640,337
-9,886
| -0.1% | -$214K |
|
163
Devon Energy
DVN
$22.3B
| $203M | 0.14% |
5,726,771
+2,056,867
| +56% | +$73M |
|
164
Alnylam Pharmaceuticals
ALNY
$58.6B
| $202M | 0.14% |
1,071,471
+25,281
| +2% | +$4.77M |
|
165
Bank of America
BAC
$371B
| $200M | 0.14% |
4,704,132
-999,180
| -18% | -$42.4M |
|
166
NorthWestern Energy
NWE
$3.51B
| $195M | 0.13% |
3,399,570
-73,958
| -2% | -$4.24M |
|
167
HubSpot
HUBS
$24.9B
| $194M | 0.13% |
287,498
-126,632
| -31% | -$85.6M |
|
168
Generac Holdings
GNRC
$10.3B
| $193M | 0.13% |
473,180
+23,817
| +5% | +$9.73M |
|
169
FMC
FMC
$4.63B
| $193M | 0.13% |
2,108,853
-779,448
| -27% | -$71.4M |
|
170
Spectrum Brands
SPB
$1.32B
| $193M | 0.13% |
2,015,347
+70,188
| +4% | +$6.71M |
|
171
M&T Bank
MTB
$31B
| $190M | 0.13% |
1,273,543
+205,631
| +19% | +$30.7M |
|
172
Veeva Systems
VEEV
$44.4B
| $189M | 0.13% |
654,817
-22,900
| -3% | -$6.6M |
|
173
Essex Property Trust
ESS
$16.8B
| $185M | 0.13% |
579,218
+28,795
| +5% | +$9.21M |
|
174
Steris
STE
$23.9B
| $180M | 0.12% |
882,237
-4,182
| -0.5% | -$854K |
|
175
Parker-Hannifin
PH
$94.8B
| $178M | 0.12% |
638,144
+25,209
| +4% | +$7.05M |
|