American Century Companies Portfolio holdings
American Century Companies, Inc., founded in 1958 by James E. Stowers Jr. as Twentieth Century Mutual Funds and headquartered in Kansas City, Missouri, is a privately held investment management firm renowned for its focus on delivering investment results to clients while supporting medical research. Starting with just $100,000 from 24 shareholders, it rebranded to American Century Investments in 1997 and now manages hundreds of billions in assets across mutual funds, ETFs, and institutional portfolios, emphasizing no-load funds and a client-centric approach. The firm’s unique ownership structure sees over 40% of its profits funneled to the Stowers Institute for Medical Research, which it majority-owns, funding groundbreaking biomedical research, while Nomura Holdings holds a significant minority stake. With a global presence in cities like New York, London, and Hong Kong, and a workforce of around 1,400, American Century blends financial expertise with a mission to improve lives through both wealth creation and scientific advancement.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$233M |
| 2 |
Workday
WDAY
|
+$177M |
| 3 |
Eli Lilly
LLY
|
+$174M |
| 4 |
Apple
AAPL
|
+$171M |
| 5 |
Agree Realty
ADC
|
+$123M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$486M |
| 2 |
Colgate-Palmolive
CL
|
+$230M |
| 3 |
NXP Semiconductors
NXPI
|
+$192M |
| 4 |
Merck
MRK
|
+$172M |
| 5 |
Duke Energy
DUK
|
+$170M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.17% |
| 5 | Industrials | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Ecovyst
ECVT
$1.09B
| $1.65M | ﹤0.01% |
240,255
+56,130
| +30% | +$428K |
|
2027
Plug Power
PLUG
$3.21B
| $1.64M | ﹤0.01% |
726,915
+153,977
| +27% | +$345K |
|
|
LPRO
2028
DELISTED
Open Lending Corp
LPRO
| $1.64M | ﹤0.01% |
268,408
+39,940
| +17% | +$230K |
|
2029
Teladoc Health
TDOC
$1.26B
| $1.63M | ﹤0.01% |
177,505
+41,154
| +30% | +$341K |
|
2030
LegalZoom.com
LZ
$930M
| $1.63M | ﹤0.01% |
256,486
+28,213
| +12% | +$185K |
|
2031
Alamo Group
ALG
$2.01B
| $1.62M | ﹤0.01% |
9,000
+1,488
| +20% | +$265K |
|
|
PRSU
2032
Pursuit Attractions and Hospitality Inc
PRSU
$1.27B
| $1.62M | ﹤0.01% |
45,207
+5,189
| +13% | +$177K |
|
|
VNET
2033
VNET Group
VNET
$2.11B
| $1.61M | ﹤0.01% |
394,413
+14,341
| +4% | +$34.5K |
|
2034
Zurn Elkay Water Solutions
ZWS
$8.46B
| $1.6M | ﹤0.01% |
44,636
+7,858
| +21% | +$249K |
|
2035
Glacier Bancorp
GBCI
$6.4B
| $1.6M | ﹤0.01% |
34,917
-61
| -0.2% | -$2.63K |
|
2036
United Fire Group
UFCS
$1.37B
| $1.6M | ﹤0.01% |
76,240
+42,624
| +127% | +$882K |
|
2037
Griffon
GFF
$4.75B
| $1.59M | ﹤0.01% |
22,784
-37,545
| -62% | -$2.49M |
|
2038
BrightView Holdings
BV
$1.08B
| $1.59M | ﹤0.01% |
101,316
+38,364
| +61% | +$556K |
|
2039
Koppers
KOP
$857M
| $1.59M | ﹤0.01% |
43,603
+4,424
| +11% | +$165K |
|
2040
Core Laboratories
CLB
$571M
| $1.59M | ﹤0.01% |
85,900
+26,830
| +45% | +$539K |
|
2041
Hasbro
HAS
$13.4B
| $1.59M | ﹤0.01% |
21,946
+4,569
| +26% | +$297K |
|
2042
Geospace Technologies
GEOS
$67.9M
| $1.58M | ﹤0.01% |
152,725
+18,826
| +14% | +$180K |
|
2043
Newell Brands
NWL
$2.62B
| $1.58M | ﹤0.01% |
205,110
+177,246
| +636% | +$1.27M |
|
2044
Healthcare Services Group
HCSG
$1.43B
| $1.57M | ﹤0.01% |
140,829
+19,577
| +16% | +$215K |
|
2045
Atour Lifestyle Holdings
ATAT
$4.6B
| $1.57M | ﹤0.01% |
+60,451
| New | +$1.12M |
|
2046
Motorcar Parts of America
MPAA
$230M
| $1.57M | ﹤0.01% |
211,786
+2,343
| +1% | +$14.5K |
|
2047
iShares MSCI Brazil ETF
EWZ
$8.55B
| $1.56M | ﹤0.01% |
53,056
+3,196
| +6% | +$92.9K |
|
2048
Huntsman Corp
HUN
$1.78B
| $1.56M | ﹤0.01% |
64,650
-6,558
| -9% | -$145K |
|
2049
Relay Therapeutics
RLAY
$4.4B
| $1.56M | ﹤0.01% |
220,667
+42,579
| +24% | +$318K |
|
2050
KBR
KBR
$4.8B
| $1.56M | ﹤0.01% |
23,984
+1,507
| +7% | +$98.1K |
|
Similar funds
American Century Companies's Q3 2024 Portfolio in Review
As of Q3 2024, American Century Companies held 3,003 positions worth $172B, up 5.3% from $163B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
American Century Companies's Q3 2024 filing shows 117 new, 1,782 increased, 832 reduced and 125 closed positions. Its largest new stake was Talen Energy Corp: 344,591 shares worth $61.4M. The largest sale was Visa, an estimated $486M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Financials and Consumer Discretionary.
- American Century Companies's largest Q3 2024 buy was Talen Energy Corp: 344,591 shares worth $61.4M.
- American Century Companies added most to Broadcom in Q3 2024, an estimated $233M increase.
- American Century Companies's biggest Q3 2024 reduction was Visa, cutting an estimated $486M.
- American Century Companies fully exited Encore Wire Corp in Q3 2024, selling an estimated $106M.
- American Century Companies's ten largest holdings make up 26% of its $172B portfolio in Q3 2024.
- American Century Companies opened 117 new positions and closed 125 in Q3 2024.
- American Century Companies's portfolio value rose 5.3% quarter-over-quarter to $172B.
Based on American Century Companies's 13F filing for Q3 2024, filed 12 Nov 2024.