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
|
+$389M |
| 2 |
Meta Platforms (Facebook)
META
|
+$296M |
| 3 |
Salesforce
CRM
|
+$207M |
| 4 |
Howmet Aerospace
HWM
|
+$122M |
| 5 |
Reinsurance Group of America
RGA
|
+$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$349M |
| 2 |
Visa
V
|
+$249M |
| 3 |
IQVIA
IQV
|
+$234M |
| 4 |
T-Mobile US
TMUS
|
+$226M |
| 5 |
NXP Semiconductors
NXPI
|
+$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Northern Oil and Gas
NOG
$2.42B
| $69.2M | 0.05% |
2,017,099
+1,331,316
| +194% | +$45.7M |
|
352
Snowflake
SNOW
$76.4B
| $68.5M | 0.05% |
389,194
+371,489
| +2,098% | +$65.4M |
|
353
Thermo Fisher Scientific
TMO
$182B
| $68.4M | 0.05% |
131,192
+8,005
| +6% | +$4.18M |
|
354
Hayward Holdings
HAYW
$3.39B
| $68.1M | 0.05% |
5,301,232
+2,424,149
| +84% | +$31.2M |
|
355
Deere & Co
DE
$129B
| $68.1M | 0.05% |
167,997
+19,247
| +13% | +$7.8M |
|
356
Sarepta Therapeutics
SRPT
$1.85B
| $68M | 0.05% |
593,354
-359,850
| -38% | -$41.2M |
|
|
HEES
357
DELISTED
H&E Equipment Services
HEES
| $67.5M | 0.05% |
1,475,407
+60,632
| +4% | +$2.77M |
|
358
Tenable Holdings
TENB
$3.73B
| $67.4M | 0.05% |
1,546,666
+157,312
| +11% | +$6.85M |
|
359
Cemex
CX
$13.6B
| $66.7M | 0.05% |
9,426,263
+1,163,847
| +14% | +$8.24M |
|
360
Kenvue
KVUE
$36.2B
| $66.5M | 0.05% |
+2,518,495
| New | +$66.5M |
|
361
Expedia Group
EXPE
$26.9B
| $66.5M | 0.05% |
607,543
-191,258
| -24% | -$20.9M |
|
362
Welltower
WELL
$113B
| $66.2M | 0.05% |
818,991
+283,720
| +53% | +$23M |
|
363
Commerce Bancshares
CBSH
$8.04B
| $66.2M | 0.05% |
1,498,948
+55,734
| +4% | +$2.46M |
|
364
FirstService
FSV
$9.38B
| $66.1M | 0.05% |
428,953
+154,192
| +56% | +$23.7M |
|
365
Marathon Petroleum
MPC
$55.7B
| $65.6M | 0.05% |
562,829
-35,106
| -6% | -$4.09M |
|
366
Thor Industries
THO
$5.79B
| $65.5M | 0.05% |
633,313
+24,925
| +4% | +$2.58M |
|
367
Avient
AVNT
$3.39B
| $65.2M | 0.05% |
1,594,986
+91,515
| +6% | +$3.74M |
|
368
Enphase Energy
ENPH
$4.96B
| $65.1M | 0.05% |
388,954
+12,661
| +3% | +$2.12M |
|
369
Hologic
HOLX
$14.8B
| $64.5M | 0.05% |
796,832
-94,942
| -11% | -$7.69M |
|
370
Atkore
ATKR
$1.96B
| $64.3M | 0.05% |
412,559
+16,717
| +4% | +$2.61M |
|
371
CAE Inc
CAE
$8.4B
| $64.1M | 0.05% |
2,864,392
+93,260
| +3% | +$2.09M |
|
372
Penumbra
PEN
$11.2B
| $64.1M | 0.05% |
186,262
-27,131
| -13% | -$9.33M |
|
373
Paylocity
PCTY
$9.49B
| $64M | 0.05% |
347,033
-141,949
| -29% | -$26.2M |
|
374
Honeywell
HON
$136B
| $63.6M | 0.05% |
306,490
+4,778
| +2% | +$991K |
|
375
Clean Harbors
CLH
$12.7B
| $62.8M | 0.05% |
381,715
-136,629
| -26% | -$22.5M |
|