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 |
Broadcom
AVGO
|
$701M |
| 2 |
Mastercard
MA
|
$306M |
| 3 |
Estee Lauder
EL
|
$248M |
| 4 |
IQVIA
IQV
|
$178M |
| 5 |
Arista Networks
ANET
|
$163M |
Top Sells
| 1 |
Visa
V
|
$560M |
| 2 |
Advanced Micro Devices
AMD
|
$524M |
| 3 |
Apple
AAPL
|
$439M |
| 4 |
NVIDIA
NVDA
|
$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Packaging Corp of America
PKG
$19.8B
| $203M | 0.12% |
902,507
-673,591
| -43% | -$152M |
|
152
Ametek
AME
$43.3B
| $203M | 0.12% |
1,125,068
+794,473
| +240% | +$143M |
|
153
Dominion Energy
D
$49.7B
| $203M | 0.12% |
3,763,898
+2,540,713
| +208% | +$137M |
|
154
Burlington
BURL
$18.4B
| $202M | 0.12% |
708,120
+103,202
| +17% | +$29.4M |
|
155
Airbnb
ABNB
$75.8B
| $200M | 0.12% |
1,524,119
-234,590
| -13% | -$30.8M |
|
156
Adobe
ADBE
$148B
| $200M | 0.11% |
449,889
+63,991
| +17% | +$28.5M |
|
157
Public Storage
PSA
$52.2B
| $198M | 0.11% |
662,748
-161,737
| -20% | -$48.4M |
|
|
158
iShares Russell 1000 Growth ETF
IWF
$117B
| $195M | 0.11% |
486,242
-651,048
| -57% | -$261M |
|
159
HubSpot
HUBS
$25.7B
| $194M | 0.11% |
278,177
+4,631
| +2% | +$3.23M |
|
160
Cencora
COR
$56.7B
| $194M | 0.11% |
862,637
+262,823
| +44% | +$59.1M |
|
161
Oshkosh
OSK
$8.93B
| $193M | 0.11% |
2,030,410
+384,141
| +23% | +$36.5M |
|
162
Reinsurance Group of America
RGA
$12.8B
| $192M | 0.11% |
900,701
-108,288
| -11% | -$23.1M |
|
163
Vertex Pharmaceuticals
VRTX
$102B
| $191M | 0.11% |
473,360
-11,453
| -2% | -$4.61M |
|
164
GE Vernova
GEV
$158B
| $190M | 0.11% |
576,545
-74,835
| -11% | -$24.6M |
|
165
Trade Desk
TTD
$25.5B
| $190M | 0.11% |
1,612,406
-14,893
| -0.9% | -$1.75M |
|
166
Gilead Sciences
GILD
$143B
| $189M | 0.11% |
2,051,517
+288,009
| +16% | +$26.6M |
|
167
Cintas
CTAS
$82.4B
| $188M | 0.11% |
1,028,180
-10,231
| -1% | -$1.87M |
|
168
Caterpillar
CAT
$198B
| $187M | 0.11% |
514,295
-2,705
| -0.5% | -$981K |
|
169
Ventas
VTR
$30.9B
| $186M | 0.11% |
3,160,891
-71,240
| -2% | -$4.2M |
|
170
Fortive
FTV
$16.2B
| $186M | 0.11% |
2,479,066
-25,781
| -1% | -$1.93M |
|
171
Crescent Energy
CRGY
$2.23B
| $186M | 0.11% |
12,700,925
+1,436,084
| +13% | +$21M |
|
172
Nasdaq
NDAQ
$53.6B
| $184M | 0.11% |
2,376,530
+902,150
| +61% | +$69.7M |
|
173
Avnet
AVT
$4.49B
| $183M | 0.11% |
3,502,425
+72,715
| +2% | +$3.8M |
|
174
Merck
MRK
$212B
| $183M | 0.11% |
1,840,781
+192,129
| +12% | +$19.1M |
|
175
Occidental Petroleum
OXY
$45.2B
| $181M | 0.1% |
3,662,446
-258,512
| -7% | -$12.8M |
|