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
|
$250M |
| 2 |
Workday
WDAY
|
$183M |
| 3 |
Apple
AAPL
|
$178M |
| 4 |
Eli Lilly
LLY
|
$172M |
| 5 |
GE Vernova
GEV
|
$159M |
Top Sells
| 1 |
Visa
V
|
$494M |
| 2 |
Colgate-Palmolive
CL
|
$234M |
| 3 |
NXP Semiconductors
NXPI
|
$184M |
| 4 |
Duke Energy
DUK
|
$176M |
| 5 |
Intuitive Surgical
ISRG
|
$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Natera
NTRA
$22.9B
| $190M | 0.11% |
1,497,390
+99,478
| +7% | +$12.6M |
|
177
Guidewire Software
GWRE
$22B
| $189M | 0.11% |
1,035,075
+455,844
| +79% | +$83.4M |
|
178
Qualcomm
QCOM
$173B
| $189M | 0.11% |
1,113,480
+60,413
| +6% | +$10.3M |
|
179
Equifax
EFX
$30.9B
| $189M | 0.11% |
643,162
+36,193
| +6% | +$10.6M |
|
180
Merck
MRK
$210B
| $187M | 0.11% |
1,648,652
-1,451,828
| -47% | -$165M |
|
181
Avnet
AVT
$4.48B
| $186M | 0.11% |
3,429,710
+739,384
| +27% | +$40.2M |
|
182
Labcorp
LH
$23.1B
| $185M | 0.11% |
826,022
+76,203
| +10% | +$17M |
|
183
Agree Realty
ADC
$8.02B
| $182M | 0.11% |
2,418,861
+1,735,572
| +254% | +$131M |
|
184
Interpublic Group of Companies
IPG
$9.87B
| $180M | 0.1% |
5,695,065
+90,081
| +2% | +$2.85M |
|
185
Curtiss-Wright
CW
$18.3B
| $180M | 0.1% |
547,672
+204,052
| +59% | +$67.1M |
|
186
Zoetis
ZTS
$67.7B
| $180M | 0.1% |
918,842
+18,907
| +2% | +$3.69M |
|
187
Trade Desk
TTD
$25.1B
| $178M | 0.1% |
1,627,299
+49,854
| +3% | +$5.47M |
|
188
Amdocs
DOX
$9.42B
| $178M | 0.1% |
2,032,542
+41,456
| +2% | +$3.63M |
|
189
VICI Properties
VICI
$35.5B
| $178M | 0.1% |
5,335,498
+1,187,141
| +29% | +$39.5M |
|
190
Unilever
UL
$157B
| $176M | 0.1% |
2,716,337
-413,298
| -13% | -$26.8M |
|
191
PNC Financial Services
PNC
$80B
| $176M | 0.1% |
951,569
-176,835
| -16% | -$32.7M |
|
192
Vistra
VST
$62.9B
| $175M | 0.1% |
1,479,313
+94,684
| +7% | +$11.2M |
|
193
Novo Nordisk
NVO
$243B
| $175M | 0.1% |
1,467,963
+41,424
| +3% | +$4.93M |
|
194
Commerce Bancshares
CBSH
$8.11B
| $174M | 0.1% |
3,075,839
-609,447
| -17% | -$34.5M |
|
195
Entegris
ENTG
$12.4B
| $173M | 0.1% |
1,541,622
+17,798
| +1% | +$2M |
|
196
Alaska Air
ALK
$7.37B
| $173M | 0.1% |
3,825,936
+2,235,858
| +141% | +$101M |
|
197
Gartner
IT
$18.4B
| $173M | 0.1% |
340,913
+6,725
| +2% | +$3.41M |
|
198
Brink's
BCO
$4.79B
| $172M | 0.1% |
1,486,883
+753
| +0.1% | +$87.1K |
|
199
MongoDB
MDB
$26.2B
| $171M | 0.1% |
631,202
+29,928
| +5% | +$8.09M |
|
200
Centene
CNC
$14.2B
| $170M | 0.1% |
2,262,641
+340,010
| +18% | +$25.6M |
|