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 |
iShares Russell 1000 Growth ETF
IWF
|
+$544M |
| 2 |
Apple
AAPL
|
+$224M |
| 3 |
Exxon Mobil
XOM
|
+$219M |
| 4 |
Meta Platforms (Facebook)
META
|
+$189M |
| 5 |
CRH
CRH
|
+$177M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$402M |
| 2 |
Colgate-Palmolive
CL
|
+$255M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$235M |
| 4 |
Starbucks
SBUX
|
+$175M |
| 5 |
Equinix
EQIX
|
+$168M |
Sector Composition
| 1 | Technology | 27.37% |
| 2 | Financials | 12.82% |
| 3 | Healthcare | 11.58% |
| 4 | Consumer Discretionary | 11.43% |
| 5 | Industrials | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Oshkosh
OSK
$8.9B
| $155M | 0.1% |
1,434,702
+235,496
| +20% | +$25.5M |
|
202
Trade Desk
TTD
$25.4B
| $154M | 0.09% |
1,577,445
+159,906
| +11% | +$15.6M |
|
203
Eaton
ETN
$136B
| $153M | 0.09% |
487,447
-77,063
| -14% | -$24.2M |
|
204
Labcorp
LH
$23B
| $153M | 0.09% |
749,819
+14,277
| +2% | +$2.91M |
|
205
Brink's
BCO
$4.79B
| $152M | 0.09% |
1,486,130
-91,823
| -6% | -$9.4M |
|
206
Tradeweb Markets
TW
$25.5B
| $152M | 0.09% |
1,433,032
+617,552
| +76% | +$65.5M |
|
207
Natera
NTRA
$23B
| $151M | 0.09% |
1,397,912
-429,691
| -24% | -$46.5M |
|
208
Equity Residential
EQR
$25.4B
| $151M | 0.09% |
2,180,190
+373,229
| +21% | +$25.9M |
|
209
Oracle
ORCL
$670B
| $151M | 0.09% |
1,067,682
+738,085
| +224% | +$104M |
|
210
MongoDB
MDB
$26.3B
| $150M | 0.09% |
601,274
+433,630
| +259% | +$108M |
|
211
Gartner
IT
$18.7B
| $150M | 0.09% |
334,188
+14,220
| +4% | +$6.39M |
|
212
Sonoco
SON
$4.55B
| $148M | 0.09% |
2,921,760
-686,753
| -19% | -$34.8M |
|
|
GMS
213
DELISTED
GMS Inc
GMS
| $148M | 0.09% |
1,830,833
+406,406
| +29% | +$32.8M |
|
214
Equifax
EFX
$31.2B
| $147M | 0.09% |
606,969
+130,249
| +27% | +$31.6M |
|
215
Element Solutions
ESI
$6.35B
| $147M | 0.09% |
5,422,836
-683,111
| -11% | -$18.5M |
|
216
Church & Dwight Co
CHD
$23B
| $147M | 0.09% |
1,417,691
-549,130
| -28% | -$56.9M |
|
217
Welltower
WELL
$113B
| $146M | 0.09% |
1,404,781
+129,270
| +10% | +$13.5M |
|
218
UMB Financial
UMBF
$9.54B
| $146M | 0.09% |
1,752,524
+111,090
| +7% | +$9.27M |
|
219
Automatic Data Processing
ADP
$121B
| $145M | 0.09% |
609,389
-229,228
| -27% | -$54.7M |
|
220
Evertec
EVTC
$2.2B
| $145M | 0.09% |
4,370,476
+208,183
| +5% | +$6.92M |
|
221
TotalEnergies
TTE
$133B
| $144M | 0.09% |
2,152,527
-522,181
| -20% | -$34.8M |
|
222
Cactus
WHD
$2.88B
| $143M | 0.09% |
2,718,125
-272,754
| -9% | -$14.4M |
|
223
Verisk Analytics
VRSK
$38.1B
| $142M | 0.09% |
525,364
+92,855
| +21% | +$25M |
|
224
HDFC Bank
HDB
$181B
| $141M | 0.09% |
2,185,737
-5,430
| -0.2% | -$349K |
|
225
Agilent Technologies
A
$36.3B
| $140M | 0.09% |
1,077,153
-1,024,866
| -49% | -$133M |
|