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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Champion Homes, Inc.
SKY
$4.22B
| $122M | 0.07% |
1,945,434
+655,505
| +51% | +$41M |
|
302
Corpay
CPAY
$21.7B
| $122M | 0.07% |
366,625
-19,645
| -5% | -$6.52M |
|
303
Mueller Industries
MLI
$11B
| $122M | 0.07% |
1,530,614
-158,384
| -9% | -$12.6M |
|
304
General Motors
GM
$55.7B
| $121M | 0.07% |
2,466,837
+399,959
| +19% | +$19.7M |
|
305
Hartford Financial Services
HIG
$37.3B
| $121M | 0.07% |
955,900
+209,309
| +28% | +$26.6M |
|
306
FedEx
FDX
$54.2B
| $121M | 0.07% |
531,592
+77,627
| +17% | +$17.6M |
|
307
Parker-Hannifin
PH
$96.1B
| $121M | 0.07% |
172,927
-83,322
| -33% | -$58.2M |
|
308
Goodyear
GT
$2.43B
| $121M | 0.07% |
11,640,517
+854,130
| +8% | +$8.86M |
|
309
Lear
LEA
$5.62B
| $121M | 0.07% |
1,269,500
+558,538
| +79% | +$53M |
|
310
CNO Financial Group
CNO
$3.8B
| $120M | 0.07% |
3,121,527
+183,493
| +6% | +$7.08M |
|
311
ATI
ATI
$10.5B
| $120M | 0.07% |
1,386,116
-36,000
| -3% | -$3.11M |
|
312
Goldman Sachs
GS
$236B
| $120M | 0.07% |
168,998
+12,636
| +8% | +$8.94M |
|
313
Ryman Hospitality Properties
RHP
$6.31B
| $120M | 0.07% |
1,212,052
+144,870
| +14% | +$14.3M |
|
314
HP
HPQ
$26.1B
| $119M | 0.06% |
4,876,148
-432,843
| -8% | -$10.6M |
|
315
Albany International
AIN
$1.71B
| $119M | 0.06% |
1,697,965
+464,040
| +38% | +$32.5M |
|
316
Guidewire Software
GWRE
$21.4B
| $118M | 0.06% |
503,286
-366,412
| -42% | -$86.3M |
|
317
Healthpeak Properties
DOC
$12.6B
| $118M | 0.06% |
6,738,177
+928,653
| +16% | +$16.3M |
|
318
Macy's
M
$4.54B
| $118M | 0.06% |
10,094,564
+1,395,030
| +16% | +$16.3M |
|
319
NextEra Energy, Inc.
NEE
$148B
| $117M | 0.06% |
1,687,380
-76,846
| -4% | -$5.33M |
|
320
Magnite
MGNI
$3.4B
| $116M | 0.06% |
4,829,197
+1,868,188
| +63% | +$45.1M |
|
321
Trex
TREX
$6.48B
| $116M | 0.06% |
2,137,918
+165,793
| +8% | +$9.02M |
|
322
Universal Health Services
UHS
$12.2B
| $116M | 0.06% |
639,524
+4,932
| +0.8% | +$893K |
|
323
Axcelis
ACLS
$2.69B
| $116M | 0.06% |
1,659,463
+518,968
| +46% | +$36.2M |
|
324
Mohawk Industries
MHK
$8.45B
| $115M | 0.06% |
1,096,223
+94,373
| +9% | +$9.89M |
|
325
DoorDash
DASH
$110B
| $114M | 0.06% |
462,144
-188,257
| -29% | -$46.4M |
|