AMERICAN CENTURY COMPANIES INCAMERICAN CENTURY COMPANIES INC

Institutional investor · Portfolio as of Q2 2021

Top Holdings2,278 positions

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Activity:

AMAZON COM INC

1.5M$5.3B3.6%$78.04+120.40%
11 qtrssince 2018-Q4
Decreased
0

MICROSOFT CORP

19.3M$5.2B3.6%$106.32+144.08%
11 qtrssince 2018-Q4
Increased
59

APPLE INC

36.7M$5B3.4%$37.39+256.70%
11 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

1.8M$4.3B2.9%$54.40+122.33%
11 qtrssince 2018-Q4
Decreased
0

VISA INC

11.5M$2.7B1.8%$128.84+74.49%
11 qtrssince 2018-Q4
Decreased
0

META PLATFORMS INC

7.2M$2.5B1.7%$158.53+117.26%
11 qtrssince 2018-Q4
Increased
53

PAYPAL HLDGS INC

7.3M$2.1B1.4%$85.18+238.41%
11 qtrssince 2018-Q4
Decreased
0

MASTERCARD INCORPORATED

5.1M$1.9B1.3%$198.87+78.03%
11 qtrssince 2018-Q4
Increased
50

TESLA INC

2.3M$1.6B1.1%$57.46+294.29%
11 qtrssince 2018-Q4
Decreased
0

UNITEDHEALTH GROUP INC

3.5M$1.4B1.0%$218.67+66.72%
11 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

545,598$1.4B0.9%$53.33+132.79%
11 qtrssince 2018-Q4
Decreased
0

JOHNSON & JOHNSON

8.1M$1.3B0.9%$113.00+26.04%
11 qtrssince 2018-Q4
Decreased
0

TEXAS INSTRS INC

6.1M$1.2B0.8%$96.13+72.66%
11 qtrssince 2018-Q4
Decreased
0

MEDTRONIC PLC

8.9M$1.1B0.8%$78.22+34.58%
11 qtrssince 2018-Q4
Decreased
0
EQIXEQIX
REIT

EQUINIX INC

1.3M$1.1B0.7%$417.69+75.91%
11 qtrssince 2018-Q4
Decreased
0

INTUITIVE SURGICAL INC

1M$959.3M0.7%$162.36+88.81%
11 qtrssince 2018-Q4
Increased
45

JPMORGAN CHASE & CO

6.1M$956.1M0.7%$90.17+51.34%
11 qtrssince 2018-Q4
Increased
46

EMERSON ELEC CO

9.8M$947.9M0.6%$55.65+55.88%
11 qtrssince 2018-Q4
Decreased
0

DOCUSIGN INC

3.3M$936.3M0.6%$96.33+190.21%
11 qtrssince 2018-Q4
Increased
47

APTIV PLC

5.9M$930M0.6%$76.04+108.19%
11 qtrssince 2018-Q4
Decreased
0
$146.6B
AUM
2,278
Positions
Q2 2021
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-20%Q1'20$83.9B+26%Q2'20$105.5B+7%Q3'20$112.8B+14%Q4'20$128.3B+6%Q1'21$136.1B+8%Q2'21$146.6B
Activity profile
$ moved · Q2'21
New4%Increased50%Decreased43%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.6 years
<1Q7%1-4Q18%1-2Y27%2Y+49%

AMERICAN CENTURY COMPANIES INC manages $146.6B across 2278 positions as of Q2 2021. Top holdings: AMZN (3.6%), MSFT (3.6%), AAPL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.

Q2 2021 Summary

Active quarter - 229 new positions, 144 exits, 1376 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $146.6B across 2278 positions.

Top holdings by portfolio weight

Total AUM$147B
AMZN3.59%
MSFT3.56%
AAPL3.42%
GOOGL2.94%
V1.83%
META1.70%
PYPL1.44%
MA1.27%
TSLA1.08%
UNH0.96%
Other0.93%

Portfolio allocation by GICS sector

Sectors11
Technology20.89%
Financial Services15.06%
Consumer Cyclical13.43%
Healthcare12.94%
Industrials8.49%
Communication Services8.32%
Unknown6.25%
Consumer Defensive4.94%
Real Estate3.37%
Basic Materials2.28%
Other4.03%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Financial Services, Consumer Cyclical
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L50
Conviction45
Concentration33
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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7Q
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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