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 |
Becton Dickinson
BDX
|
+$281M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$264M |
| 3 |
Evergy
EVRG
|
+$263M |
| 4 |
Waste Connections
WCN
|
+$235M |
| 5 |
Sun Communities
SUI
|
+$227M |
Top Sells
| 1 |
Quest Diagnostics
DGX
|
+$269M |
| 2 |
PNC Financial Services
PNC
|
+$266M |
| 3 |
SBA Communications
SBAC
|
+$242M |
| 4 |
Comerica
CMA
|
+$237M |
| 5 |
Hologic
HOLX
|
+$203M |
Sector Composition
| 1 | Technology | 21.04% |
| 2 | Healthcare | 15.96% |
| 3 | Financials | 13.8% |
| 4 | Consumer Discretionary | 12.94% |
| 5 | Industrials | 8.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Timken Company
TKR
$5.4B
| $54.9M | 0.05% |
1,206,397
+344,813
| +40% | +$15.7M |
|
|
BPMC
327
DELISTED
Blueprint Medicines
BPMC
| $54.8M | 0.05% |
702,579
+182,618
| +35% | +$14.2M |
|
328
Berkshire Hathaway Class A
BRK.A
$1.06T
| $53.5M | 0.05% |
200
-24
| -11% | -$6.42M |
|
329
Acadia Pharmaceuticals
ACAD
$3.98B
| $53.2M | 0.05% |
1,098,345
+170,910
| +18% | +$8.28M |
|
330
Peloton Interactive
PTON
$3.09B
| $53.2M | 0.05% |
+920,516
| New | +$53.2M |
|
331
Equity Residential
EQR
$25.4B
| $52.8M | 0.05% |
896,831
-1,079,866
| -55% | -$63.5M |
|
|
XEC
332
DELISTED
CIMAREX ENERGY CO
XEC
| $52.7M | 0.05% |
1,918,784
+1,227,572
| +178% | +$33.7M |
|
333
Canadian Pacific Kansas City
CP
$68.9B
| $52.4M | 0.05% |
1,030,150
-13,480
| -1% | -$686K |
|
334
Sensata Technologies
ST
$4.55B
| $52.3M | 0.05% |
1,406,079
-17,616
| -1% | -$656K |
|
335
Intuit
INTU
$180B
| $50.4M | 0.05% |
170,280
-35,556
| -17% | -$10.5M |
|
336
Okta
OKTA
$15.9B
| $50.4M | 0.05% |
251,814
+114,498
| +83% | +$22.9M |
|
337
Valley National Bancorp
VLY
$6.04B
| $50.2M | 0.05% |
6,417,209
+194,633
| +3% | +$1.52M |
|
338
ProAssurance
PRA
$1.22B
| $50.2M | 0.05% |
3,467,338
-1,898,752
| -35% | -$27.5M |
|
339
Mid-America Apartment Communities
MAA
$16.6B
| $50M | 0.05% |
436,177
+402,473
| +1,194% | +$46.2M |
|
340
James River Group
JRVR
$244M
| $49.9M | 0.05% |
1,108,536
+273,473
| +33% | +$12.3M |
|
341
Digital Realty Trust
DLR
$59.2B
| $49.6M | 0.05% |
349,364
+32,374
| +10% | +$4.6M |
|
342
Autodesk
ADSK
$68B
| $49.6M | 0.05% |
207,267
-4,124
| -2% | -$986K |
|
343
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.99B
| $49.1M | 0.05% |
37,839
-1,152
| -3% | -$1.49M |
|
344
Intercontinental Exchange
ICE
$99.6B
| $48.9M | 0.05% |
533,674
+198,149
| +59% | +$18.2M |
|
345
UMB Financial
UMBF
$9.16B
| $48.1M | 0.05% |
933,790
-1,243,806
| -57% | -$64.1M |
|
346
Rexford Industrial Realty
REXR
$10.3B
| $47.8M | 0.05% |
1,154,929
-87,002
| -7% | -$3.6M |
|
347
Moody's
MCO
$91.9B
| $46.8M | 0.04% |
170,492
+2,387
| +1% | +$656K |
|
348
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $46.8M | 0.04% |
462,241
+195,700
| +73% | +$19.8M |
|
349
Boston Beer
SAM
$2.36B
| $46.6M | 0.04% |
86,826
-23,019
| -21% | -$12.4M |
|
350
Copart
CPRT
$46.8B
| $46.2M | 0.04% |
2,216,944
-5,916
| -0.3% | -$123K |
|