AMERICAN CENTURY COMPANIES INCAMERICAN CENTURY COMPANIES INC

Institutional investor · Portfolio as of Q3 2020

SEC EDGAR SourceSEC Filings

Top Holdings1,800 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

AMAZON COM INC

1.6M$4.9B4.4%$76.77+104.81%
8 qtrssince 2018-Q4
Decreased
0

APPLE INC

39M$4.5B4.0%$91.68+20.83%
8 qtrssince 2018-Q4
Increased
94

MICROSOFT CORP

19M$4B3.5%$102.18+94.12%
8 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

1.7M$2.5B2.2%$52.14+39.52%
8 qtrssince 2018-Q4
Decreased
0

VISA INC

11.4M$2.3B2.0%$126.75+51.21%
8 qtrssince 2018-Q4
Decreased
0

META PLATFORMS INC

6.3M$1.6B1.5%$132.28+96.52%
8 qtrssince 2018-Q4
Decreased
0

MASTERCARD INCORPORATED

4.7M$1.6B1.4%$180.56+80.53%
8 qtrssince 2018-Q4
Increased
51

PAYPAL HLDGS INC

7.8M$1.5B1.4%$84.42+129.87%
8 qtrssince 2018-Q4
Decreased
0
BABABABA
ADR

ALIBABA GROUP HLDG LTD

4.8M$1.4B1.2%$149.72+75.66%
8 qtrssince 2018-Q4
Decreased
0

SALESFORCE INC

5M$1.3B1.1%$141.14+73.21%
8 qtrssince 2018-Q4
Increased
51

UNITEDHEALTH GROUP INC

4M$1.2B1.1%$220.39+26.75%
8 qtrssince 2018-Q4
Decreased
0

JOHNSON & JOHNSON

7.4M$1.1B1.0%$110.67+14.49%
8 qtrssince 2018-Q4
Decreased
0

TEXAS INSTRS INC

7.5M$1.1B1.0%$97.02+24.81%
8 qtrssince 2018-Q4
Decreased
0

EMERSON ELEC CO

15.3M$1B0.9%$55.76+4.22%
8 qtrssince 2018-Q4
Increased
48

MEDTRONIC PLC

8.6M$898.7M0.8%$76.68+15.59%
8 qtrssince 2018-Q4
Increased
52

TESLA INC

2M$838.7M0.7%$111.74+25.01%
8 qtrssince 2018-Q4
Increased
72
EQIXEQIX
REIT

EQUINIX INC

1.1M$822.8M0.7%$364.87+89.36%
8 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

554,414$814.8M0.7%$52.11+39.94%
8 qtrssince 2018-Q4
Increased
45

VERIZON COMMUNICATIONS INC

12.9M$765.3M0.7%$37.99+12.41%
8 qtrssince 2018-Q4
Decreased
0

INTUITIVE SURGICAL INC

1M$742.3M0.7%$159.76+44.58%
8 qtrssince 2018-Q4
Decreased
0
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$112.8B
AUM
1,800
Positions
Q3 2020
Filing
Rating · 5.0
Quarterly Portfolio Change
+2%Q2'19$100.5B-1%Q3'19$99.6B+5%Q4'19$105.1B-20%Q1'20$83.9B+26%Q2'20$105.5B+7%Q3'20$112.8B
Activity profile
$ moved · Q3'20
New5%Increased46%Decreased46%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.2 years
<1Q7%1-4Q32%1-2Y60%2Y+1%

AMERICAN CENTURY COMPANIES INC manages $112.8B across 1800 positions as of Q3 2020. Top holdings: AMZN (4.4%), AAPL (4.0%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q3 2020 Summary

Active quarter - 192 new positions, 106 exits, 981 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $112.8B across 1800 positions.

Top holdings by portfolio weight

Total AUM$113B
AMZN4.38%
AAPL4.01%
MSFT3.54%
GOOGL2.19%
V2.01%
META1.46%
MA1.41%
PYPL1.37%
BABA1.24%
CRM1.13%
Other1.10%

Portfolio allocation by GICS sector

Sectors11
Technology20.49%
Healthcare14.66%
Consumer Cyclical13.91%
Financial Services13.57%
Industrials8.47%
Unknown7.27%
Communication Services6.94%
Consumer Defensive5.06%
Real Estate3.95%
Utilities2.61%
Other3.08%

Behavioral investing profile

7-dimension quality assessment
Elite(5.0 / 5.0)
Track Record57
Conviction46
Concentration0
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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.

Accumulation Streaks

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

Security
7Q
SNNSMITH & NEPHEW PLC
Q3 2024 Q1 2026+85,309 shares+$3.5M
7Q
SPFISOUTH PLAINS FINANCIAL INC
Q3 2024 Q1 2026+234,835 shares+$12.4M
7Q
SCCOSOUTHERN COPPER CORP
Q3 2024 Q1 2026+79,458 shares+$16.6M

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

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