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
| 1 |
NVIDIA
NVDA
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
SouthState Bank Corporation
SSB
$10.3B
| $130M | 0.1% |
1,931,591
-67,262
| -3% | -$4.53M |
|
227
Korn Ferry
KFY
$3.94B
| $130M | 0.1% |
2,739,697
+85,781
| +3% | +$4.07M |
|
228
Envista
NVST
$3.48B
| $129M | 0.1% |
4,626,867
+491,111
| +12% | +$13.7M |
|
229
Tapestry
TPR
$21.7B
| $129M | 0.1% |
4,485,046
+960,881
| +27% | +$27.6M |
|
230
CVS Health
CVS
$90.9B
| $129M | 0.1% |
1,842,241
-284,598
| -13% | -$19.9M |
|
231
Coherent
COHR
$15.2B
| $128M | 0.1% |
3,927,598
+819,818
| +26% | +$26.8M |
|
232
Cactus
WHD
$2.9B
| $126M | 0.1% |
2,504,515
-208,645
| -8% | -$10.5M |
|
233
Monolithic Power Systems
MPWR
$40.8B
| $126M | 0.1% |
272,036
+1,273
| +0.5% | +$588K |
|
|
234
Walt Disney
DIS
$213B
| $124M | 0.1% |
1,531,485
-2,383,250
| -61% | -$193M |
|
235
Omnicom Group
OMC
$15.2B
| $124M | 0.1% |
1,660,735
+236,927
| +17% | +$17.6M |
|
236
Brink's
BCO
$4.77B
| $122M | 0.09% |
1,684,988
-194,994
| -10% | -$14.2M |
|
237
Trade Desk
TTD
$25.8B
| $122M | 0.09% |
1,564,092
+3,653
| +0.2% | +$285K |
|
238
Graco
GGG
$14.1B
| $122M | 0.09% |
1,673,852
-159,459
| -9% | -$11.6M |
|
239
Morgan Stanley
MS
$243B
| $122M | 0.09% |
1,491,892
-90,673
| -6% | -$7.41M |
|
240
Weatherford International
WFRD
$4.48B
| $121M | 0.09% |
1,340,602
+65,935
| +5% | +$5.96M |
|
241
American Water Works
AWK
$27.2B
| $120M | 0.09% |
966,131
-415,948
| -30% | -$51.5M |
|
242
VICI Properties
VICI
$35.4B
| $119M | 0.09% |
4,102,589
+1,393,365
| +51% | +$40.5M |
|
243
HP
HPQ
$27.4B
| $119M | 0.09% |
4,627,893
+46,884
| +1% | +$1.2M |
|
244
ICICI Bank
IBN
$114B
| $119M | 0.09% |
5,128,437
+488,749
| +11% | +$11.3M |
|
245
WEC Energy
WEC
$34.6B
| $118M | 0.09% |
1,465,114
+1,437,768
| +5,258% | +$116M |
|
246
Curtiss-Wright
CW
$17.9B
| $117M | 0.09% |
598,275
-2,199
| -0.4% | -$430K |
|
247
Heartland Express
HTLD
$666M
| $117M | 0.09% |
7,944,508
+55,720
| +0.7% | +$819K |
|
248
Teradata
TDC
$1.98B
| $116M | 0.09% |
2,585,939
+451,816
| +21% | +$20.3M |
|
249
Palantir
PLTR
$376B
| $115M | 0.09% |
7,168,539
+886,519
| +14% | +$14.2M |
|
250
Abbott
ABT
$230B
| $115M | 0.09% |
1,184,001
-94,188
| -7% | -$9.12M |
|