AMERICAN CENTURY COMPANIES INCAMERICAN CENTURY COMPANIES INC

Institutional investor · Portfolio as of Q4 2019

Top Holdings1,492 positions

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Activity:

APPLE INC

10.5M$3.1B2.9%$37.39+88.96%
5 qtrssince 2018-Q4
Decreased
0

MICROSOFT CORP

19M$3B2.8%$99.02+50.27%
5 qtrssince 2018-Q4
Decreased
0

AMAZON COM INC

1.5M$2.8B2.7%$75.10+23.03%
5 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

1.9M$2.5B2.4%$51.76+28.18%
5 qtrssince 2018-Q4
Decreased
0

VISA INC

11.2M$2.1B2.0%$125.04+43.18%
5 qtrssince 2018-Q4
Decreased
0

MASTERCARD INCORPORATED

4.7M$1.4B1.3%$180.51+59.16%
5 qtrssince 2018-Q4
Decreased
0

META PLATFORMS INC

6.6M$1.4B1.3%$129.85+56.57%
5 qtrssince 2018-Q4
Decreased
0

UNITEDHEALTH GROUP INC

4.1M$1.2B1.2%$217.84+20.00%
5 qtrssince 2018-Q4
Decreased
0

JOHNSON & JOHNSON

7.7M$1.1B1.1%$109.62+10.62%
5 qtrssince 2018-Q4
Increased
66

MEDTRONIC PLC

8.7M$983.2M0.9%$73.50+26.59%
5 qtrssince 2018-Q4
Increased
46
BABABABA
ADR

ALIBABA GROUP HLDG LTD

4.5M$948.6M0.9%$141.00+41.56%
5 qtrssince 2018-Q4
Increased
48

VERIZON COMMUNICATIONS INC

14.6M$898.6M0.9%$36.57+11.78%
5 qtrssince 2018-Q4
Decreased
0

PAYPAL HLDGS INC

8.1M$871.7M0.8%$84.10+27.20%
5 qtrssince 2018-Q4
Decreased
0

SALESFORCE INC

5M$810.6M0.8%$139.71+14.43%
5 qtrssince 2018-Q4
Increased
48

EMERSON ELEC CO

10.6M$806.9M0.8%$58.62+12.51%
5 qtrssince 2018-Q4
Increased
60

JPMORGAN CHASE & CO

5.8M$805.7M0.8%$79.30+46.90%
5 qtrssince 2018-Q4
Decreased
0

PFIZER INC

19.5M$763.2M0.7%$26.27+1.31%
5 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

537,914$719.2M0.7%$51.43+28.78%
5 qtrssince 2018-Q4
Increased
45

CHUBB LIMITED

4.5M$699.6M0.7%$118.26+19.32%
5 qtrssince 2018-Q4
Increased
52

PNC FINL SVCS GROUP INC

4.3M$680.6M0.6%$88.56+39.86%
5 qtrssince 2018-Q4
Decreased
0
$105.1B
AUM
1,492
Positions
Q4 2019
Filing
HI score · 3.5/5
Quarterly 13F Value Change
+13%Q1'19$98.7B+2%Q2'19$100.5B-1%Q3'19$99.6B+5%Q4'19$105.1B
Activity profile
$ moved · Q4'19
New12%Increased42%Decreased41%Exited6%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.8 quarters
<1Q21%1-4Q20%1-2Y59%2Y+0%

AMERICAN CENTURY COMPANIES INC manages $105.1B across 1492 positions as of Q4 2019. Top holdings: AAPL (2.9%), MSFT (2.8%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q4 2019 Summary

Active quarter - 411 new positions, 122 exits, 474 increased. Top move: JNJ (INCREASED, conviction 66). Portfolio: $105.1B across 1492 positions.

Top holdings by portfolio weight

Total AUM$105B
AAPL2.94%
MSFT2.85%
AMZN2.65%
GOOGL2.38%
V2.00%
MA1.32%
META1.30%
UNH1.16%
JNJ1.07%
MDT0.94%
Other0.90%

Portfolio allocation by GICS sector

Sectors11
Financial Services16.27%
Technology15.79%
Healthcare14.58%
Consumer Cyclical11.54%
Industrials9.22%
Unknown7.88%
Communication Services7.27%
Consumer Defensive5.81%
Real Estate4.60%
Utilities2.92%
Other4.12%

Behavioral investing profile

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Balanced Allocator- primarily Financial Services, Technology, Healthcare
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.

Similar Funds

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Accumulation Streaks

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

Security
7Q
AMCXAMCXAMC GLOBAL MEDIA INC
Q4 2024 → Q2 2026+889,048 shares+$9.9M
7Q
ATNIATNIATN INTERNATIONAL INC
Q4 2024 → Q2 2026+278,176 shares+$5.6M
7Q
ANFANFABERCROMBIE & FITCH CO
Q4 2024 → Q2 2026+1.3M shares+$87.1M
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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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