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 | |
|---|---|---|---|---|---|---|
276
Centene
CNC
$15.3B
| $106M | 0.08% |
1,536,830
-89,412
| -5% | -$6.16M |
|
277
KLA
KLAC
$121B
| $105M | 0.08% |
229,019
+19,167
| +9% | +$8.79M |
|
278
Element Solutions
ESI
$6.22B
| $105M | 0.08% |
5,345,147
-52,221
| -1% | -$1.02M |
|
|
GMS
279
DELISTED
GMS Inc
GMS
| $105M | 0.08% |
1,636,295
-36,601
| -2% | -$2.34M |
|
280
Cencora
COR
$57.9B
| $104M | 0.08% |
579,347
-142,743
| -20% | -$25.7M |
|
281
Ross Stores
ROST
$48.7B
| $104M | 0.08% |
919,180
+256,647
| +39% | +$29M |
|
282
Gartner
IT
$18.7B
| $103M | 0.08% |
300,106
+269,744
| +888% | +$92.7M |
|
283
Northern Oil and Gas
NOG
$2.42B
| $103M | 0.08% |
2,562,396
+545,297
| +27% | +$21.9M |
|
284
Hanover Insurance
THG
$6.41B
| $103M | 0.08% |
926,196
-3,220
| -0.3% | -$357K |
|
285
Take-Two Interactive
TTWO
$45.7B
| $102M | 0.08% |
727,374
-755
| -0.1% | -$106K |
|
286
Kite Realty
KRG
$5B
| $102M | 0.08% |
4,746,680
-33,128
| -0.7% | -$710K |
|
287
Seadrill
SDRL
$1.99B
| $101M | 0.08% |
+2,264,354
| New | +$101M |
|
288
Novo Nordisk
NVO
$241B
| $99.9M | 0.08% |
1,098,332
+327,158
| +42% | +$29.8M |
|
289
nVent Electric
NVT
$14.7B
| $98.3M | 0.08% |
1,855,893
-2,337,720
| -56% | -$124M |
|
290
Ameris Bancorp
ABCB
$5.03B
| $97.8M | 0.08% |
2,547,134
+90,694
| +4% | +$3.48M |
|
291
Kroger
KR
$44.7B
| $97.7M | 0.08% |
2,183,595
+412,372
| +23% | +$18.5M |
|
292
Bio-Techne
TECH
$8.43B
| $97.3M | 0.08% |
1,429,601
-35,776
| -2% | -$2.44M |
|
293
First Hawaiian
FHB
$3.2B
| $96.5M | 0.07% |
5,348,450
-1,636,853
| -23% | -$29.5M |
|
294
Marathon Petroleum
MPC
$55.7B
| $96.4M | 0.07% |
637,218
+74,389
| +13% | +$11.3M |
|
295
Chubb
CB
$110B
| $95.1M | 0.07% |
457,034
-21,370
| -4% | -$4.45M |
|
296
Berkshire Hathaway Class A
BRK.A
$1.06T
| $95.1M | 0.07% |
179
| – | – |
|
297
Trane Technologies
TT
$91.1B
| $94.9M | 0.07% |
467,757
-42,698
| -8% | -$8.66M |
|
298
iShares Russell 1000 Value ETF
IWD
$63.5B
| $94.6M | 0.07% |
623,371
-802,455
| -56% | -$122M |
|
299
Broadcom
AVGO
$1.58T
| $94.6M | 0.07% |
1,138,520
+84,700
| +8% | +$7.04M |
|
300
Regal Rexnord
RRX
$9.45B
| $94.4M | 0.07% |
660,569
-3,635
| -0.5% | -$519K |
|