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 | |
|---|---|---|---|---|---|---|
376
SBA Communications
SBAC
$21.5B
| $99.8M | 0.05% |
425,098
+5,185
| +1% | +$1.22M |
|
377
SiriusPoint
SPNT
$2.22B
| $99.7M | 0.05% |
4,891,478
+1,101,899
| +29% | +$22.5M |
|
378
Agnico Eagle Mines
AEM
$77B
| $99.7M | 0.05% |
838,027
+100,006
| +14% | +$11.9M |
|
379
Micron Technology
MU
$176B
| $99.1M | 0.05% |
803,788
+571,209
| +246% | +$70.4M |
|
380
Flutter Entertainment
FLUT
$49.4B
| $99M | 0.05% |
346,581
+343,980
| +13,225% | +$98.3M |
|
|
TLN
381
Talen Energy Corporation Common Stock
TLN
$18.4B
| $98.1M | 0.05% |
337,525
-62,079
| -16% | -$18.1M |
|
382
Deckers Outdoor
DECK
$17.6B
| $98.1M | 0.05% |
951,811
-284,485
| -23% | -$29.3M |
|
383
Encompass Health
EHC
$12.7B
| $98M | 0.05% |
799,442
+76,273
| +11% | +$9.35M |
|
384
WESCO International
WCC
$10.4B
| $98M | 0.05% |
529,306
+28,087
| +6% | +$5.2M |
|
385
Blue Bird Corp
BLBD
$1.84B
| $97.8M | 0.05% |
2,267,131
+647,637
| +40% | +$28M |
|
386
Westamerica Bancorp
WABC
$1.24B
| $97.8M | 0.05% |
2,019,329
+171,991
| +9% | +$8.33M |
|
387
Credo Technology Group
CRDO
$28B
| $97.6M | 0.05% |
1,054,288
+135,962
| +15% | +$12.6M |
|
388
Hancock Whitney
HWC
$5.36B
| $97.3M | 0.05% |
1,695,276
+229,615
| +16% | +$13.2M |
|
389
TKO Group
TKO
$16.6B
| $97.2M | 0.05% |
534,406
+55,660
| +12% | +$10.1M |
|
390
Paylocity
PCTY
$9.36B
| $96.9M | 0.05% |
534,843
+20,649
| +4% | +$3.74M |
|
391
Arm
ARM
$160B
| $96.5M | 0.05% |
596,580
-106,785
| -15% | -$17.3M |
|
392
Spectrum Brands
SPB
$1.29B
| $95M | 0.05% |
1,792,765
+473,345
| +36% | +$25.1M |
|
393
NMI Holdings
NMIH
$3.08B
| $94.9M | 0.05% |
2,249,799
+115,854
| +5% | +$4.89M |
|
394
Boyd Gaming
BYD
$6.79B
| $94.9M | 0.05% |
1,213,024
+127,167
| +12% | +$9.95M |
|
395
The Ensign Group
ENSG
$9.69B
| $94.9M | 0.05% |
614,877
+146,302
| +31% | +$22.6M |
|
396
Silicon Laboratories
SLAB
$4.39B
| $94.8M | 0.05% |
643,142
+132,964
| +26% | +$19.6M |
|
397
M/I Homes
MHO
$4.07B
| $94.7M | 0.05% |
844,865
+81,838
| +11% | +$9.18M |
|
398
Sanofi
SNY
$115B
| $94.6M | 0.05% |
1,959,185
+443,941
| +29% | +$21.4M |
|
399
American Healthcare REIT
AHR
$7.19B
| $93.9M | 0.05% |
2,556,000
+1,300,743
| +104% | +$47.8M |
|
400
American International
AIG
$43.7B
| $93.8M | 0.05% |
1,096,002
+236,320
| +27% | +$20.2M |
|