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 |
NVIDIA
NVDA
|
$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$237M |
| 3 |
Kenvue
KVUE
|
$236M |
| 4 |
Norfolk Southern
NSC
|
$219M |
| 5 |
Amazon
AMZN
|
$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
$230M |
| 2 |
Walt Disney
DIS
|
$193M |
| 3 |
Advanced Micro Devices
AMD
|
$165M |
| 4 |
Johnson & Johnson
JNJ
|
$153M |
| 5 |
MarketAxess Holdings
MKTX
|
$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Amdocs
DOX
$9.46B
| $167M | 0.13% |
1,980,219
+115,744
| +6% | +$9.78M |
|
177
Fortive
FTV
$16.2B
| $167M | 0.13% |
2,249,328
+125,515
| +6% | +$9.31M |
|
178
HEICO
HEI
$44.8B
| $166M | 0.13% |
1,026,137
-46,861
| -4% | -$7.59M |
|
179
Healthpeak Properties
DOC
$12.8B
| $166M | 0.13% |
9,020,882
+207,816
| +2% | +$3.82M |
|
180
Edwards Lifesciences
EW
$47.5B
| $165M | 0.13% |
2,388,139
+36,129
| +2% | +$2.5M |
|
181
DocuSign
DOCU
$16.1B
| $163M | 0.13% |
3,890,478
-13,441
| -0.3% | -$565K |
|
182
Deckers Outdoor
DECK
$17.9B
| $163M | 0.13% |
1,898,070
-84,108
| -4% | -$7.21M |
|
183
Mettler-Toledo International
MTD
$26.9B
| $162M | 0.12% |
145,911
+40,599
| +39% | +$45M |
|
184
Union Pacific
UNP
$131B
| $161M | 0.12% |
792,439
+14,152
| +2% | +$2.88M |
|
185
Avantor
AVTR
$9.07B
| $161M | 0.12% |
7,652,308
-6,032,662
| -44% | -$127M |
|
186
Advanced Drainage Systems
WMS
$11.5B
| $161M | 0.12% |
1,415,950
-89,076
| -6% | -$10.1M |
|
187
Arthur J. Gallagher & Co
AJG
$76.7B
| $161M | 0.12% |
706,160
+138,051
| +24% | +$31.5M |
|
188
Old National Bancorp
ONB
$8.94B
| $161M | 0.12% |
11,063,412
+308,892
| +3% | +$4.49M |
|
189
Cummins
CMI
$55.1B
| $161M | 0.12% |
703,068
-35,258
| -5% | -$8.06M |
|
190
Graphic Packaging
GPK
$6.38B
| $159M | 0.12% |
7,128,914
+241,245
| +4% | +$5.37M |
|
191
Brunswick
BC
$4.35B
| $156M | 0.12% |
1,972,076
+9,465
| +0.5% | +$748K |
|
192
Copart
CPRT
$47B
| $155M | 0.12% |
3,590,734
+226,786
| +7% | +$9.77M |
|
193
Bank of America
BAC
$369B
| $152M | 0.12% |
5,533,765
+420,660
| +8% | +$11.5M |
|
194
Sonoco
SON
$4.56B
| $151M | 0.12% |
2,787,019
+467,431
| +20% | +$25.4M |
|
195
Wabtec
WAB
$33B
| $151M | 0.12% |
1,425,295
+6,862
| +0.5% | +$729K |
|
196
Evertec
EVTC
$2.21B
| $147M | 0.11% |
3,964,957
+12,707
| +0.3% | +$472K |
|
197
Booz Allen Hamilton
BAH
$12.6B
| $147M | 0.11% |
1,348,176
+62,357
| +5% | +$6.81M |
|
198
Electronic Arts
EA
$42.2B
| $146M | 0.11% |
1,215,360
+55,326
| +5% | +$6.66M |
|
199
CrowdStrike
CRWD
$105B
| $146M | 0.11% |
872,279
-53,914
| -6% | -$9.02M |
|
200
Occidental Petroleum
OXY
$45.2B
| $146M | 0.11% |
2,242,910
+1,922,656
| +600% | +$125M |
|