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 |
Walt Disney
DIS
|
+$220M |
| 2 |
Elanco Animal Health
ELAN
|
+$218M |
| 3 |
Idexx Laboratories
IDXX
|
+$175M |
| 4 |
Kimberly-Clark
KMB
|
+$167M |
| 5 |
Cummins
CMI
|
+$165M |
Top Sells
| 1 |
Boeing
BA
|
+$349M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$284M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$261M |
| 4 |
WP
Worldpay, Inc.
WP
|
+$216M |
| 5 |
UnitedHealth
UNH
|
+$216M |
Sector Composition
| 1 | Financials | 16.27% |
| 2 | Healthcare | 14.97% |
| 3 | Technology | 14.96% |
| 4 | Consumer Discretionary | 12.05% |
| 5 | Industrials | 10.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Bio-Techne
TECH
$7.97B
| $37.8M | 0.04% |
761,908
+134,048
| +21% | +$6.65M |
|
402
Arista Networks
ANET
$175B
| $37.6M | 0.04% |
1,911,616
+339,392
| +22% | +$6.67M |
|
403
Newmont
NEM
$87.1B
| $37.1M | 0.04% |
1,037,614
-174,400
| -14% | -$6.24M |
|
|
TECD
404
DELISTED
Tech Data Corp
TECD
| $36.4M | 0.04% |
355,282
-17,613
| -5% | -$1.8M |
|
405
Arthur J. Gallagher & Co
AJG
$76.2B
| $36.1M | 0.04% |
462,157
-151,831
| -25% | -$11.9M |
|
406
Veeva Systems
VEEV
$45.3B
| $36.1M | 0.04% |
284,366
+159,292
| +127% | +$20.2M |
|
|
BRSS
407
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $35.6M | 0.04% |
1,033,170
-72,023
| -7% | -$2.48M |
|
408
TSMC
TSM
$1.35T
| $35.6M | 0.04% |
868,548
+32,797
| +4% | +$1.34M |
|
409
W.W. Grainger
GWW
$48B
| $35.6M | 0.04% |
118,162
-3,725
| -3% | -$1.12M |
|
410
Enpro
NPO
$4.64B
| $35M | 0.04% |
543,233
-55,441
| -9% | -$3.57M |
|
411
Exelixis
EXEL
$10.5B
| $35M | 0.04% |
1,469,929
-298,999
| -17% | -$7.12M |
|
412
Icon
ICLR
$13.6B
| $35M | 0.04% |
256,140
+84,649
| +49% | +$11.6M |
|
413
Silgan Holdings
SLGN
$4.71B
| $34.8M | 0.04% |
1,174,676
-519,857
| -31% | -$15.4M |
|
414
CF Industries
CF
$13.9B
| $34.7M | 0.04% |
847,980
+10,227
| +1% | +$418K |
|
415
Minerals Technologies
MTX
$1.99B
| $34.3M | 0.03% |
583,885
-25,822
| -4% | -$1.52M |
|
416
General Motors
GM
$55.7B
| $34.3M | 0.03% |
925,166
-67,630
| -7% | -$2.51M |
|
417
The GEO Group
GEO
$3.12B
| $34.1M | 0.03% |
1,774,605
+351,980
| +25% | +$6.76M |
|
418
PagSeguro Digital
PAGS
$2.78B
| $33.6M | 0.03% |
1,125,676
-12,545
| -1% | -$374K |
|
419
Evertec
EVTC
$2.14B
| $33.5M | 0.03% |
1,206,327
+332,168
| +38% | +$9.24M |
|
|
LHCG
420
DELISTED
LHC Group LLC
LHCG
| $33.5M | 0.03% |
301,866
-28,951
| -9% | -$3.21M |
|
421
Masco
MAS
$15.4B
| $32.3M | 0.03% |
822,022
+802,786
| +4,173% | +$31.6M |
|
422
RenaissanceRe
RNR
$11.6B
| $32.2M | 0.03% |
224,466
+16,313
| +8% | +$2.34M |
|
423
HF Sinclair
DINO
$9.56B
| $31.9M | 0.03% |
647,620
+142,462
| +28% | +$7.02M |
|
424
Rexford Industrial Realty
REXR
$10.3B
| $31.7M | 0.03% |
885,261
+59,283
| +7% | +$2.12M |
|
425
Dominion Energy
D
$51.2B
| $31.5M | 0.03% |
411,267
+157,610
| +62% | +$12.1M |
|