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 |
Microsoft
MSFT
|
+$441M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$251M |
| 3 |
Agilent Technologies
A
|
+$152M |
| 4 |
Analog Devices
ADI
|
+$149M |
| 5 |
GXO Logistics
GXO
|
+$145M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
+$363M |
| 2 |
Oracle
ORCL
|
+$259M |
| 3 |
Equinix
EQIX
|
+$232M |
| 4 |
Wells Fargo
WFC
|
+$215M |
| 5 |
Etsy
ETSY
|
+$195M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Enovis
ENOV
$1.78B
| $108M | 0.07% |
1,365,573
+90,717
| +7% | +$7.17M |
|
277
TSMC
TSM
$1.3T
| $107M | 0.07% |
955,904
+30,496
| +3% | +$3.4M |
|
278
Chegg
CHGG
$168M
| $107M | 0.07% |
1,568,449
+135,909
| +9% | +$9.24M |
|
279
Philips
PHG
$26.7B
| $106M | 0.07% |
2,797,319
+1,321,023
| +89% | +$50.3M |
|
|
NBIS
280
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.8B
| $106M | 0.07% |
1,335,428
+7,056
| +0.5% | +$562K |
|
281
Expedia Group
EXPE
$26.9B
| $106M | 0.07% |
648,812
+37,050
| +6% | +$6.07M |
|
282
Bankunited
BKU
$2.89B
| $106M | 0.07% |
2,537,079
+157,754
| +7% | +$6.6M |
|
283
Korn Ferry
KFY
$3.82B
| $106M | 0.07% |
1,463,302
-559,360
| -28% | -$40.5M |
|
284
Copart
CPRT
$46.5B
| $105M | 0.07% |
3,029,400
+9,956
| +0.3% | +$345K |
|
|
285
Etsy
ETSY
$5.55B
| $105M | 0.07% |
504,111
-935,518
| -65% | -$195M |
|
286
Evergy
EVRG
$16.4B
| $105M | 0.07% |
1,682,743
-504,573
| -23% | -$31.4M |
|
287
Qualcomm
QCOM
$171B
| $104M | 0.07% |
809,436
-184,513
| -19% | -$23.8M |
|
288
Prosperity Bancshares
PB
$6.36B
| $104M | 0.07% |
1,458,541
+370,606
| +34% | +$26.4M |
|
289
Align Technology
ALGN
$9.85B
| $103M | 0.07% |
155,414
-5,555
| -3% | -$3.7M |
|
290
Infosys
INFY
$70.5B
| $103M | 0.07% |
4,630,361
+32,048
| +0.7% | +$713K |
|
291
Honeywell
HON
$136B
| $102M | 0.07% |
481,722
+232,750
| +93% | +$49.4M |
|
292
Euronet Worldwide
EEFT
$3.62B
| $102M | 0.07% |
801,220
+348,668
| +77% | +$44.4M |
|
293
State Street
STT
$31.8B
| $102M | 0.07% |
1,198,638
-292,584
| -20% | -$24.8M |
|
294
Tractor Supply
TSCO
$31.3B
| $101M | 0.07% |
2,496,370
+136,095
| +6% | +$5.51M |
|
295
Centene
CNC
$15.3B
| $99.5M | 0.07% |
1,596,334
+81,254
| +5% | +$5.06M |
|
296
Donnelley Financial Solutions
DFIN
$1.53B
| $99.4M | 0.07% |
2,871,697
-678,621
| -19% | -$23.5M |
|
|
IBTX
297
DELISTED
Independent Bank Group, Inc.
IBTX
| $99.1M | 0.07% |
1,394,504
+80,002
| +6% | +$5.68M |
|
298
General Mills
GIS
$26.9B
| $97.3M | 0.07% |
1,626,898
-364,593
| -18% | -$21.8M |
|
299
Masco
MAS
$15.4B
| $97.2M | 0.07% |
1,749,166
-727,655
| -29% | -$40.4M |
|
|
STOR
300
DELISTED
STORE Capital Corporation
STOR
| $96.5M | 0.07% |
3,013,337
-43,131
| -1% | -$1.38M |
|