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 | |
|---|---|---|---|---|---|---|
201
Healthpeak Properties
DOC
$12.6B
| $163M | 0.13% |
5,380,769
+1,900,464
| +55% | +$57.5M |
|
202
US Bancorp
USB
$76.4B
| $162M | 0.13% |
3,469,223
-919,046
| -21% | -$42.8M |
|
203
State Street
STT
$31.9B
| $162M | 0.13% |
2,219,590
+545,157
| +33% | +$39.7M |
|
204
Eversource Energy
ES
$24.3B
| $158M | 0.12% |
1,830,254
-502,591
| -22% | -$43.5M |
|
205
Paycom
PAYC
$12.5B
| $157M | 0.12% |
346,221
-1,068
| -0.3% | -$483K |
|
206
Oshkosh
OSK
$8.84B
| $155M | 0.12% |
1,806,116
+372,249
| +26% | +$32M |
|
207
Avantis US Equity ETF
AVUS
$9.63B
| $152M | 0.12% |
2,409,729
| – | – |
|
208
Fox Class B
FOX
$25.9B
| $150M | 0.12% |
5,197,273
+178,817
| +4% | +$5.16M |
|
209
Manhattan Associates
MANH
$13.1B
| $149M | 0.12% |
1,420,201
-27,076
| -2% | -$2.85M |
|
210
Cemex
CX
$13.7B
| $149M | 0.12% |
28,746,528
+15,886,918
| +124% | +$82.1M |
|
211
BorgWarner
BWA
$9.47B
| $148M | 0.12% |
4,344,046
+720,855
| +20% | +$24.5M |
|
|
MXIM
212
DELISTED
Maxim Integrated Products
MXIM
| $145M | 0.11% |
1,631,305
-654,404
| -29% | -$58M |
|
213
Skyworks Solutions
SWKS
$10.9B
| $144M | 0.11% |
943,237
-13,472
| -1% | -$2.06M |
|
214
Agilent Technologies
A
$35.3B
| $144M | 0.11% |
1,215,506
+245,756
| +25% | +$29.1M |
|
215
Honda
HMC
$43.9B
| $142M | 0.11% |
5,036,100
-969,198
| -16% | -$27.4M |
|
216
Alnylam Pharmaceuticals
ALNY
$61.1B
| $140M | 0.11% |
1,079,350
+90,038
| +9% | +$11.7M |
|
217
Teradyne
TER
$17.7B
| $140M | 0.11% |
1,166,833
+13,564
| +1% | +$1.63M |
|
218
Union Pacific
UNP
$127B
| $139M | 0.11% |
665,534
-145,409
| -18% | -$30.3M |
|
219
Match Group
MTCH
$9.13B
| $137M | 0.11% |
907,715
-46,564
| -5% | -$7.04M |
|
220
Textron
TXT
$14.5B
| $136M | 0.11% |
2,817,246
+36,012
| +1% | +$1.74M |
|
221
Chegg
CHGG
$165M
| $136M | 0.11% |
1,504,170
-472,619
| -24% | -$42.7M |
|
222
HubSpot
HUBS
$25.8B
| $135M | 0.11% |
340,884
-7,354
| -2% | -$2.92M |
|
223
Stryker
SYK
$147B
| $135M | 0.11% |
550,958
-3,893
| -0.7% | -$954K |
|
224
Mettler-Toledo International
MTD
$26B
| $135M | 0.11% |
118,180
-9,493
| -7% | -$10.8M |
|
225
Welltower
WELL
$113B
| $133M | 0.1% |
2,059,694
-99,910
| -5% | -$6.46M |
|