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 | |
|---|---|---|---|---|---|---|
176
NorthWestern Energy
NWE
$3.51B
| $185M | 0.14% |
3,165,064
+201,239
| +7% | +$11.7M |
|
177
Boston Beer
SAM
$2.37B
| $183M | 0.14% |
184,379
+61,052
| +50% | +$60.7M |
|
178
RenaissanceRe
RNR
$11.5B
| $183M | 0.14% |
1,101,198
+124,785
| +13% | +$20.7M |
|
179
Enterprise Products Partners
EPD
$69.3B
| $181M | 0.14% |
9,260,112
+4,257
| +0% | +$83.4K |
|
180
RTX Corp
RTX
$211B
| $181M | 0.14% |
2,536,305
+704,878
| +38% | +$50.4M |
|
181
Genpact
G
$7.42B
| $181M | 0.14% |
4,364,343
+62,302
| +1% | +$2.58M |
|
182
Prologis
PLD
$107B
| $180M | 0.14% |
1,804,780
-158,797
| -8% | -$15.8M |
|
183
Align Technology
ALGN
$9.65B
| $180M | 0.14% |
336,085
-117,821
| -26% | -$63M |
|
184
MSC Industrial Direct
MSM
$5.12B
| $179M | 0.14% |
2,126,694
-946,455
| -31% | -$79.9M |
|
185
JB Hunt Transport Services
JBHT
$13.4B
| $179M | 0.14% |
1,310,525
-598,114
| -31% | -$81.7M |
|
186
Etsy
ETSY
$5.8B
| $177M | 0.14% |
997,445
-937,748
| -48% | -$167M |
|
187
RingCentral
RNG
$2.8B
| $175M | 0.14% |
463,004
-16,090
| -3% | -$6.1M |
|
188
Teladoc Health
TDOC
$1.36B
| $173M | 0.13% |
864,201
+189,899
| +28% | +$38M |
|
189
Okta
OKTA
$16.2B
| $172M | 0.13% |
676,196
+218,532
| +48% | +$55.6M |
|
190
Envista
NVST
$3.52B
| $171M | 0.13% |
5,075,160
-3,072,003
| -38% | -$104M |
|
191
Henry Schein
HSIC
$8.36B
| $171M | 0.13% |
2,551,711
+251,612
| +11% | +$16.8M |
|
192
Ball Corp
BALL
$13.8B
| $170M | 0.13% |
1,825,377
-166,165
| -8% | -$15.5M |
|
193
Burlington
BURL
$17B
| $167M | 0.13% |
639,683
+149,327
| +30% | +$39.1M |
|
194
Parker-Hannifin
PH
$96.8B
| $167M | 0.13% |
611,872
+4,768
| +0.8% | +$1.3M |
|
195
AT&T
T
$211B
| $166M | 0.13% |
7,650,984
+2,607,157
| +52% | +$56.6M |
|
196
Elanco Animal Health
ELAN
$9.17B
| $166M | 0.13% |
5,416,867
-2,589,374
| -32% | -$79.4M |
|
197
Dollar Tree
DLTR
$19.9B
| $166M | 0.13% |
1,537,621
+1,527,502
| +15,095% | +$165M |
|
198
Cintas
CTAS
$81.6B
| $165M | 0.13% |
1,865,340
+50,936
| +3% | +$4.5M |
|
199
American Water Works
AWK
$27.1B
| $164M | 0.13% |
1,068,315
-9,767
| -0.9% | -$1.5M |
|
200
General Dynamics
GD
$88.4B
| $163M | 0.13% |
1,097,207
-3,188
| -0.3% | -$474K |
|