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 |
SPDR S&P 500 ETF Trust
SPY
|
+$321M |
| 2 |
US Bancorp
USB
|
+$215M |
| 3 |
Microsoft
MSFT
|
+$198M |
| 4 |
Allstate
ALL
|
+$182M |
| 5 |
Newell Brands
NWL
|
+$175M |
Top Sells
| 1 |
WR
Westar Energy Inc
WR
|
+$498M |
| 2 |
Sysco
SYY
|
+$276M |
| 3 |
HAR
Harman International Industries
HAR
|
+$269M |
| 4 |
Apple
AAPL
|
+$215M |
| 5 |
Genuine Parts
GPC
|
+$182M |
Sector Composition
| 1 | Healthcare | 13.44% |
| 2 | Financials | 13.22% |
| 3 | Technology | 11.15% |
| 4 | Consumer Discretionary | 10.75% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Treehouse Foods
THS
$905M
| $70.1M | 0.08% |
682,765
+167,622
| +33% | +$17.2M |
|
302
Carlisle Companies
CSL
$16.8B
| $70M | 0.08% |
662,536
+57,480
| +9% | +$6.07M |
|
303
Polaris
PII
$3.35B
| $69.8M | 0.08% |
+853,874
| New | +$69.8M |
|
304
Sabre
SABR
$686M
| $69.3M | 0.08% |
2,588,545
+8,964
| +0.3% | +$240K |
|
305
Charter Communications
CHTR
$36B
| $68.3M | 0.08% |
298,767
-191,643
| -39% | -$43.8M |
|
|
DRE
306
DELISTED
Duke Realty Corp.
DRE
| $68M | 0.08% |
2,552,284
+311,160
| +14% | +$8.3M |
|
307
Ryanair
RYAAY
$31.7B
| $68M | 0.08% |
2,444,073
+365,100
| +18% | +$10.2M |
|
|
AIV
308
Aimco
AIV
$1.1B
| $67.9M | 0.08% |
11,536,299
+5,280,691
| +84% | +$31.1M |
|
309
HP
HPQ
$27.4B
| $67.7M | 0.08% |
5,394,165
+4,256,233
| +374% | +$53.4M |
|
|
VER
310
DELISTED
VEREIT, Inc.
VER
| $67.1M | 0.08% |
1,322,651
+605,137
| +84% | +$30.7M |
|
311
Lamar Advertising Co
LAMR
$13B
| $66.6M | 0.08% |
1,004,621
-83,428
| -8% | -$5.53M |
|
312
TripAdvisor
TRIP
$2.02B
| $66.4M | 0.08% |
1,031,947
+47,042
| +5% | +$3.02M |
|
313
AvalonBay Communities
AVB
$27.7B
| $65M | 0.07% |
360,598
-181,789
| -34% | -$32.8M |
|
314
West Pharmaceutical
WST
$18.2B
| $65M | 0.07% |
857,188
-88,412
| -9% | -$6.71M |
|
315
Digital Realty Trust
DLR
$55B
| $64.7M | 0.07% |
593,771
-67,212
| -10% | -$7.33M |
|
316
DexCom
DXCM
$30.6B
| $64M | 0.07% |
3,226,556
+218,736
| +7% | +$4.34M |
|
317
Papa John's
PZZA
$1.63B
| $64M | 0.07% |
940,959
-134,903
| -13% | -$9.17M |
|
|
MGP
318
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $63.6M | 0.07% |
+2,383,980
| New | +$63.6M |
|
|
XLNX
319
DELISTED
Xilinx Inc
XLNX
| $63.5M | 0.07% |
1,376,693
-1,175,987
| -46% | -$54.2M |
|
320
Flowserve
FLS
$7.28B
| $62.9M | 0.07% |
1,391,770
+86,140
| +7% | +$3.89M |
|
321
Eversource Energy
ES
$23.3B
| $62.8M | 0.07% |
+1,048,768
| New | +$62.8M |
|
322
Burlington
BURL
$18.3B
| $61.9M | 0.07% |
928,426
-215,680
| -19% | -$14.4M |
|
323
Welltower
WELL
$113B
| $60.7M | 0.07% |
796,699
+213,467
| +37% | +$16.3M |
|
324
Crown Castle
CCI
$40.9B
| $60.5M | 0.07% |
596,951
-407,361
| -41% | -$41.3M |
|
325
Public Storage
PSA
$51.7B
| $60.3M | 0.07% |
236,034
-371,039
| -61% | -$94.8M |
|