AMERICAN CENTURY COMPANIES INCAMERICAN CENTURY COMPANIES INC

Institutional investor · Portfolio as of Q4 2018

Top Holdings1,227 positions

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Activity:

AMAZON COM INC

1.6M$2.5B2.8%$75.100.00%
1 qtr
First report
0

ALPHABET INC

2.2M$2.3B2.6%$51.760.00%
1 qtr
First report
0

APPLE INC

13.6M$2.1B2.5%$37.390.00%
1 qtr
First report
0

MICROSOFT CORP

18M$1.8B2.1%$94.430.00%
1 qtr
First report
0

VISA INC

12.4M$1.6B1.9%$124.910.00%
1 qtr
First report
0

UNITEDHEALTH GROUP INC

5.7M$1.4B1.6%$217.840.00%
1 qtr
First report
0

META PLATFORMS INC

8.3M$1.1B1.2%$129.850.00%
1 qtr
First report
0

MASTERCARD INCORPORATED

5.4M$1B1.2%$180.510.00%
1 qtr
First report
0

BOEING CO

2.8M$918.3M1.0%$313.370.00%
1 qtr
First report
0

JPMORGAN CHASE & CO

9.3M$904M1.0%$79.100.00%
1 qtr
First report
0

MEDTRONIC PLC

9.7M$886.6M1.0%$73.070.00%
1 qtr
First report
0

PAYPAL HLDGS INC

9.6M$807.5M0.9%$83.160.00%
1 qtr
First report
0

JOHNSON & JOHNSON

5.7M$734.9M0.8%$104.330.00%
1 qtr
First report
0
IWDIWD
ETF

ISHARES TR

6.4M$707.8M0.8%$94.770.00%
1 qtr
First report
0

PROCTER & GAMBLE CO

7.6M$697.8M0.8%$75.310.00%
1 qtr
First report
0

ALPHABET INC

644,684$667.6M0.8%$51.290.00%
1 qtr
First report
0

VERIZON COMMUNICATIONS INC

11.2M$628.9M0.7%$35.910.00%
1 qtr
First report
0

PFIZER INC

13.8M$602.5M0.7%$28.590.00%
1 qtr
First report
0

CHEVRON CORPORATION

5.4M$589.8M0.7%$79.120.00%
1 qtr
First report
0

WELLS FARGO & CO

12.5M$574.7M0.7%$37.340.00%
1 qtr
First report
0
$87.6B
AUM
1,227
Positions
Q4 2018
Filing
HI score · 3.5/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
Q4'18

First report: nothing earlier to compare

Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
<1Q100%1-4Q0%1-2Y0%2Y+0%

AMERICAN CENTURY COMPANIES INC manages $87.6B across 1227 positions as of Q4 2018. Top holdings: AMZN (2.8%), GOOGL (2.6%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q4 2018 Summary

First quarter we have for this fund: 1227 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $87.6B across 1227 positions.

Top holdings by portfolio weight

Total AUM$88B
AMZN2.80%
GOOGL2.60%
AAPL2.45%
MSFT2.08%
V1.86%
UNH1.62%
META1.25%
MA1.15%
BA1.05%
JPM1.03%
Other1.01%

Portfolio allocation by GICS sector

Sectors11
Financial Services16.35%
Healthcare13.58%
Technology13.26%
Unknown11.85%
Consumer Cyclical11.58%
Industrials9.59%
Communication Services7.29%
Consumer Defensive5.22%
Energy3.72%
Real Estate3.71%
Other3.84%

Behavioral investing profile

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Balanced Allocator- primarily Financial Services, Healthcare, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L49
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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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