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 | |
|---|---|---|---|---|---|---|
326
Intuit
INTU
$180B
| $114M | 0.06% |
144,514
+62,979
| +77% | +$49.6M |
|
327
argenx
ARGX
$46.3B
| $114M | 0.06% |
205,906
+57,054
| +38% | +$31.5M |
|
328
Carvana
CVNA
$50B
| $113M | 0.06% |
336,285
+318,068
| +1,746% | +$107M |
|
329
Nike
NKE
$108B
| $113M | 0.06% |
1,589,283
+359,538
| +29% | +$25.5M |
|
330
Signet Jewelers
SIG
$3.73B
| $113M | 0.06% |
1,417,862
+70,516
| +5% | +$5.61M |
|
331
Eaton
ETN
$142B
| $112M | 0.06% |
314,118
-70,182
| -18% | -$25.1M |
|
332
Hanover Insurance
THG
$6.45B
| $112M | 0.06% |
657,500
-30,703
| -4% | -$5.22M |
|
333
Toro Company
TTC
$7.76B
| $111M | 0.06% |
1,576,602
+1,445,117
| +1,099% | +$102M |
|
|
CNR
334
Core Natural Resources, Inc.
CNR
$3.75B
| $111M | 0.06% |
1,597,164
-4,984
| -0.3% | -$348K |
|
335
Boise Cascade
BCC
$3.2B
| $111M | 0.06% |
1,281,435
+55,052
| +4% | +$4.78M |
|
336
Oneok
OKE
$46B
| $111M | 0.06% |
1,356,299
+268,379
| +25% | +$21.9M |
|
337
Ferrari
RACE
$85.1B
| $110M | 0.06% |
+223,184
| New | +$110M |
|
338
AstraZeneca
AZN
$247B
| $109M | 0.06% |
1,560,326
-460,303
| -23% | -$32.2M |
|
339
Bristol-Myers Squibb
BMY
$94B
| $109M | 0.06% |
2,354,441
+97,089
| +4% | +$4.49M |
|
340
MarketAxess Holdings
MKTX
$6.91B
| $109M | 0.06% |
487,197
+264,855
| +119% | +$59.2M |
|
341
Casella Waste Systems
CWST
$5.79B
| $109M | 0.06% |
942,543
+154,870
| +20% | +$17.9M |
|
342
Argan
AGX
$3.18B
| $109M | 0.06% |
492,694
-24,608
| -5% | -$5.43M |
|
343
Manhattan Associates
MANH
$13.1B
| $108M | 0.06% |
549,421
-32,476
| -6% | -$6.41M |
|
344
Hologic
HOLX
$14.3B
| $108M | 0.06% |
1,651,994
+312,011
| +23% | +$20.3M |
|
345
Brighthouse Financial
BHF
$2.8B
| $108M | 0.06% |
2,001,646
+163,626
| +9% | +$8.8M |
|
346
B2Gold
BTG
$5.94B
| $107M | 0.06% |
29,730,477
+3,206,141
| +12% | +$11.6M |
|
347
Donaldson
DCI
$9.42B
| $107M | 0.06% |
1,545,416
+53,619
| +4% | +$3.72M |
|
348
DXC Technology
DXC
$2.51B
| $107M | 0.06% |
6,995,343
+491,668
| +8% | +$7.52M |
|
349
Cheesecake Factory
CAKE
$2.82B
| $107M | 0.06% |
1,704,314
+99,688
| +6% | +$6.25M |
|
350
Trane Technologies
TT
$89.2B
| $106M | 0.06% |
243,232
+113,116
| +87% | +$49.5M |
|