AMERICAN CENTURY COMPANIES INCAMERICAN CENTURY COMPANIES INC

Institutional investor · Portfolio as of Q4 2018

SEC EDGAR SourceSEC Filings
$87.5B
AUM
1,226
Positions
Q4 2018
Filing
Rating · 5.0
Quarterly Portfolio Change
Not enough history yet
Activity profile
$ moved · Q4'18
New100%Increased0%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg <1 quarter
<1Q98%1-4Q0%1-2Y0%2Y+2%

AMERICAN CENTURY COMPANIES INC manages $87.5B across 1226 positions as of Q4 2018. Top holdings: AMZN (2.8%), GOOGL (2.6%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q4 2018 Summary

Active quarter - 1225 new positions, 0 exits, 0 increased. Top move: AMZN (NEW, conviction 83). Portfolio: $87.5B across 1226 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%
Unknown11.81%
Consumer Cyclical11.58%
Industrials9.59%
Communication Services7.29%
Consumer Defensive5.22%
Real Estate3.76%
Energy3.72%
Other3.84%

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.

Holdings1,226 positions

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

AMAZON COM INC

1.6M$2.5B2.8%$73.900.00%
1 qtr
New
83

ALPHABET INC

2.2M$2.3B2.6%$51.940.00%
1 qtr
New
83

APPLE INC

13.6M$2.1B2.5%$37.100.00%
1 qtr
New
83

MICROSOFT CORP

18M$1.8B2.1%$93.930.00%
1 qtr
New
83

VISA INC

12.4M$1.6B1.9%$124.450.00%
1 qtr
New
73

UNITEDHEALTH GROUP INC

5.7M$1.4B1.6%$219.580.00%
1 qtr
New
73

META PLATFORMS INC

8.3M$1.1B1.2%$132.280.00%
1 qtr
New
73

MASTERCARD INCORPORATED

5.4M$1B1.2%$178.730.00%
1 qtr
New
73

BOEING CO

2.8M$918.3M1.0%$307.430.00%
1 qtr
New
73

JPMORGAN CHASE & CO

9.3M$904M1.0%$79.220.00%
1 qtr
New
73

MEDTRONIC PLC

9.7M$886.6M1.0%$74.080.00%
1 qtr
New
73

PAYPAL HLDGS INC

9.6M$807.5M0.9%$83.070.00%
1 qtr
New
62

JOHNSON & JOHNSON

5.7M$734.9M0.8%$104.550.00%
1 qtr
New
62
IWDIWD
ETF

ISHARES TR

6.4M$707.8M0.8%$94.940.00%
1 qtr
New
62

PROCTER & GAMBLE CO

7.6M$697.8M0.8%$75.830.00%
1 qtr
New
62

ALPHABET INC

644,684$667.6M0.8%$51.470.00%
1 qtr
New
62

VERIZON COMMUNICATIONS INC

11.2M$628.9M0.7%$37.010.00%
1 qtr
New
62

PFIZER INC

13.8M$602.5M0.7%$29.100.00%
1 qtr
New
61

CHEVRON CORPORATION

5.4M$589.8M0.7%$79.120.00%
1 qtr
New
61

WELLS FARGO & CO

12.5M$574.7M0.7%$37.530.00%
1 qtr
New
61
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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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