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 |
NVIDIA
NVDA
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Commerce Bancshares
CBSH
$7.99B
| $65M | 0.05% |
1,493,614
-5,334
| -0.4% | -$232K |
|
|
NEE.PRR
377
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $64.8M | 0.05% |
1,716,090
-14,876
| -0.9% | -$562K |
|
378
Arista Networks
ANET
$190B
| $64.3M | 0.05% |
1,398,532
+100,092
| +8% | +$4.6M |
|
379
Avient
AVNT
$3.34B
| $64.3M | 0.05% |
1,819,796
+224,810
| +14% | +$7.94M |
|
380
Alpha Metallurgical Resources
AMR
$1.85B
| $64.1M | 0.05% |
246,828
+15,692
| +7% | +$4.08M |
|
381
Paylocity
PCTY
$9.33B
| $63.9M | 0.05% |
351,666
+4,633
| +1% | +$842K |
|
382
Thermo Fisher Scientific
TMO
$180B
| $63.9M | 0.05% |
126,212
-4,980
| -4% | -$2.52M |
|
383
Taylor Morrison
TMHC
$6.89B
| $63.8M | 0.05% |
1,497,111
-70,486
| -4% | -$3M |
|
384
Louisiana-Pacific
LPX
$6.64B
| $63.7M | 0.05% |
1,153,202
-152,821
| -12% | -$8.45M |
|
385
Cemex
CX
$13.3B
| $63.3M | 0.05% |
9,744,804
+318,541
| +3% | +$2.07M |
|
386
Ameriprise Financial
AMP
$46.3B
| $63.2M | 0.05% |
191,599
-53,615
| -22% | -$17.7M |
|
387
Infosys
INFY
$70.4B
| $63.1M | 0.05% |
3,687,017
+932,570
| +34% | +$16M |
|
388
Iron Mountain
IRM
$28.9B
| $62.9M | 0.05% |
1,058,277
+233,547
| +28% | +$13.9M |
|
389
Otis Worldwide
OTIS
$34.4B
| $62.5M | 0.05% |
778,698
-47,057
| -6% | -$3.78M |
|
390
J.M. Smucker
SJM
$11.8B
| $62.5M | 0.05% |
508,774
-128,905
| -20% | -$15.8M |
|
391
American Century Focused Dynamic Growth ETF
FDG
$353M
| $61.9M | 0.05% |
981,996
+52,772
| +6% | +$3.33M |
|
392
W.P. Carey
WPC
$14.8B
| $61.9M | 0.05% |
1,168,786
+79,736
| +7% | +$4.22M |
|
393
Thor Industries
THO
$5.66B
| $61.4M | 0.05% |
645,724
+12,411
| +2% | +$1.18M |
|
394
SM Energy
SM
$3.13B
| $61.4M | 0.05% |
1,547,315
+83,588
| +6% | +$3.31M |
|
395
Booking.com
BKNG
$178B
| $61.2M | 0.05% |
19,832
-15,185
| -43% | -$46.8M |
|
396
Vertiv
VRT
$52.2B
| $61.1M | 0.05% |
1,641,552
+32,734
| +2% | +$1.22M |
|
397
Qualcomm
QCOM
$171B
| $60.9M | 0.05% |
548,558
+96,808
| +21% | +$10.8M |
|
398
Hillman Solutions
HLMN
$1.92B
| $60.2M | 0.05% |
7,295,645
-705,792
| -9% | -$5.82M |
|
399
Caterpillar
CAT
$198B
| $59.8M | 0.05% |
219,221
+21,553
| +11% | +$5.88M |
|
400
Goodyear
GT
$2.44B
| $59.3M | 0.05% |
4,774,601
+953,047
| +25% | +$11.8M |
|