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 | |
|---|---|---|---|---|---|---|
376
OneWater Marine
ONEW
$266M
| $62.6M | 0.05% |
1,728,721
-10,042
| -0.6% | -$364K |
|
377
Novo Nordisk
NVO
$241B
| $62.4M | 0.05% |
771,174
+41,248
| +6% | +$3.34M |
|
378
Power Integrations
POWI
$2.51B
| $62.3M | 0.05% |
657,619
+274,074
| +71% | +$25.9M |
|
379
Ryman Hospitality Properties
RHP
$6.23B
| $62.1M | 0.05% |
668,538
+196,692
| +42% | +$18.3M |
|
380
Ryan Specialty Holdings
RYAN
$6.74B
| $62M | 0.05% |
+1,380,454
| New | +$62M |
|
381
Penske Automotive Group
PAG
$12.3B
| $61.7M | 0.05% |
369,998
-127,323
| -26% | -$21.2M |
|
382
Bankunited
BKU
$2.89B
| $61.1M | 0.05% |
2,834,094
+118,978
| +4% | +$2.56M |
|
383
American Century Focused Dynamic Growth ETF
FDG
$353M
| $61M | 0.05% |
929,224
-2,728
| -0.3% | -$179K |
|
384
Ryder
R
$7.57B
| $60.9M | 0.05% |
718,531
+32,888
| +5% | +$2.79M |
|
385
Enovis
ENOV
$1.78B
| $60.9M | 0.05% |
949,591
-272,213
| -22% | -$17.5M |
|
386
General Motors
GM
$55.2B
| $60.6M | 0.05% |
1,571,703
-90,554
| -5% | -$3.49M |
|
387
Commercial Metals
CMC
$6.54B
| $60.6M | 0.05% |
1,150,473
+54,428
| +5% | +$2.87M |
|
388
Oracle
ORCL
$678B
| $60.5M | 0.05% |
508,381
-124,259
| -20% | -$14.8M |
|
389
Four Corners Property Trust
FCPT
$2.72B
| $60.4M | 0.05% |
2,379,412
+128,133
| +6% | +$3.25M |
|
390
Air Lease Corp
AL
$7.11B
| $60.4M | 0.05% |
1,442,383
+132,724
| +10% | +$5.55M |
|
391
Southwest Gas
SWX
$5.55B
| $60.3M | 0.05% |
947,227
+42,415
| +5% | +$2.7M |
|
392
Columbia Banking Systems
COLB
$7.77B
| $60.3M | 0.05% |
2,972,868
+1,971,631
| +197% | +$40M |
|
393
AllianceBernstein
AB
$4.2B
| $60.3M | 0.05% |
1,873,556
+57,709
| +3% | +$1.86M |
|
394
Nucor
NUE
$32.4B
| $60.1M | 0.05% |
366,750
-103,739
| -22% | -$17M |
|
395
Generac Holdings
GNRC
$10.7B
| $59.8M | 0.05% |
401,127
-68,987
| -15% | -$10.3M |
|
396
Simon Property Group
SPG
$58.6B
| $59.7M | 0.05% |
516,761
-25,063
| -5% | -$2.89M |
|
397
AstraZeneca
AZN
$252B
| $59.4M | 0.04% |
830,445
-148,278
| -15% | -$10.6M |
|
398
Tecnoglass
TGLS
$3.31B
| $58.9M | 0.04% |
1,140,369
-77,292
| -6% | -$3.99M |
|
|
AZEK
399
DELISTED
The AZEK Co
AZEK
| $58.8M | 0.04% |
1,941,183
+425,401
| +28% | +$12.9M |
|
400
America Movil
AMX
$59.6B
| $58.1M | 0.04% |
2,685,165
-23,725
| -0.9% | -$513K |
|