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 |
iShares Russell 1000 Growth ETF
IWF
|
+$544M |
| 2 |
Apple
AAPL
|
+$224M |
| 3 |
Exxon Mobil
XOM
|
+$219M |
| 4 |
Meta Platforms (Facebook)
META
|
+$189M |
| 5 |
CRH
CRH
|
+$177M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$402M |
| 2 |
Colgate-Palmolive
CL
|
+$255M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$235M |
| 4 |
Starbucks
SBUX
|
+$175M |
| 5 |
Equinix
EQIX
|
+$168M |
Sector Composition
| 1 | Technology | 27.37% |
| 2 | Financials | 12.82% |
| 3 | Healthcare | 11.58% |
| 4 | Consumer Discretionary | 11.43% |
| 5 | Industrials | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Liberty Energy
LBRT
$1.64B
| $82.8M | 0.05% |
3,961,415
+594,051
| +18% | +$12.4M |
|
377
Goodyear
GT
$2.45B
| $82.4M | 0.05% |
7,257,765
+1,013,550
| +16% | +$11.5M |
|
378
Cognex
CGNX
$7.49B
| $81.7M | 0.05% |
1,746,783
+369,442
| +27% | +$17.3M |
|
379
CoStar Group
CSGP
$37.3B
| $81.6M | 0.05% |
1,100,521
-912,955
| -45% | -$67.7M |
|
380
ASML
ASML
$317B
| $81M | 0.05% |
79,197
-876
| -1% | -$896K |
|
381
Trane Technologies
TT
$91.1B
| $81M | 0.05% |
246,239
-149,452
| -38% | -$49.2M |
|
382
Taylor Morrison
TMHC
$7.11B
| $80.9M | 0.05% |
1,459,962
-101,511
| -7% | -$5.63M |
|
383
Archrock
AROC
$4.22B
| $80M | 0.05% |
3,958,281
+672,663
| +20% | +$13.6M |
|
384
Guidewire Software
GWRE
$21.6B
| $79.9M | 0.05% |
579,231
-13,755
| -2% | -$1.9M |
|
385
CyberArk
CYBR
$23.6B
| $79.4M | 0.05% |
290,292
-137,452
| -32% | -$37.6M |
|
386
Texas Instruments
TXN
$168B
| $78.9M | 0.05% |
405,630
-662,372
| -62% | -$129M |
|
387
IBM
IBM
$241B
| $78.5M | 0.05% |
453,811
-118,160
| -21% | -$20.4M |
|
388
Permian Resources
PR
$9.66B
| $78.4M | 0.05% |
4,856,084
+247,733
| +5% | +$4M |
|
389
DoorDash
DASH
$110B
| $78.3M | 0.05% |
719,478
-306,869
| -30% | -$33.4M |
|
390
Lockheed Martin
LMT
$107B
| $78.2M | 0.05% |
167,381
-150,690
| -47% | -$70.4M |
|
391
Celestica
CLS
$28.1B
| $78M | 0.05% |
1,360,336
-193,887
| -12% | -$11.1M |
|
392
Clean Harbors
CLH
$12.8B
| $77.6M | 0.05% |
342,917
+29,828
| +10% | +$6.75M |
|
393
Ollie's Bargain Outlet
OLLI
$8.12B
| $76.6M | 0.05% |
780,064
+41,605
| +6% | +$4.08M |
|
394
DXC Technology
DXC
$2.62B
| $76.2M | 0.05% |
3,991,295
+687,522
| +21% | +$13.1M |
|
395
ON Semiconductor
ON
$19.9B
| $76.2M | 0.05% |
1,111,112
+909,558
| +451% | +$62.4M |
|
396
Take-Two Interactive
TTWO
$45.7B
| $76M | 0.05% |
488,962
-235,697
| -33% | -$36.6M |
|
397
Harley-Davidson
HOG
$3.77B
| $75.9M | 0.05% |
2,263,919
+678,092
| +43% | +$22.7M |
|
398
Saia
SAIA
$8.16B
| $75.8M | 0.05% |
159,853
+124,117
| +347% | +$58.9M |
|
399
Travelers Companies
TRV
$61.8B
| $75.1M | 0.05% |
369,500
+39,906
| +12% | +$8.11M |
|
400
Yeti Holdings
YETI
$2.9B
| $75M | 0.05% |
1,967,215
+1,488,994
| +311% | +$56.8M |
|