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 |
Microsoft
MSFT
|
+$441M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
+$251M |
| 3 |
Agilent Technologies
A
|
+$152M |
| 4 |
Analog Devices
ADI
|
+$149M |
| 5 |
GXO Logistics
GXO
|
+$145M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
+$363M |
| 2 |
Oracle
ORCL
|
+$259M |
| 3 |
Equinix
EQIX
|
+$232M |
| 4 |
Wells Fargo
WFC
|
+$215M |
| 5 |
Etsy
ETSY
|
+$195M |
Sector Composition
| 1 | Technology | 21.63% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 13.9% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Kroger
KR
$44.4B
| $62.2M | 0.04% |
1,537,861
+1,345,814
| +701% | +$54.4M |
|
402
Monolithic Power Systems
MPWR
$41.3B
| $62.1M | 0.04% |
128,046
+42,859
| +50% | +$20.8M |
|
403
TFI International
TFII
$7.58B
| $61.5M | 0.04% |
600,782
+7,403
| +1% | +$757K |
|
404
MarketAxess Holdings
MKTX
$6.98B
| $61.4M | 0.04% |
146,026
-4,203
| -3% | -$1.77M |
|
405
Cousins Properties
CUZ
$4.83B
| $61.3M | 0.04% |
1,644,651
-114,767
| -7% | -$4.28M |
|
|
CNR
406
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $61.1M | 0.04% |
4,184,914
+1,623,131
| +63% | +$23.7M |
|
407
Goldman Sachs
GS
$233B
| $61.1M | 0.04% |
161,542
+27,683
| +21% | +$10.5M |
|
408
Albany International
AIN
$1.78B
| $61M | 0.04% |
794,131
+53,106
| +7% | +$4.08M |
|
|
EVA
409
DELISTED
Enviva Inc.
EVA
| $60M | 0.04% |
1,108,866
-139,811
| -11% | -$7.56M |
|
|
ZNGA
410
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $59.8M | 0.04% |
7,947,506
-53,843
| -0.7% | -$405K |
|
411
Thermo Fisher Scientific
TMO
$181B
| $59.7M | 0.04% |
104,557
+4,716
| +5% | +$2.69M |
|
412
Live Nation Entertainment
LYV
$39.7B
| $58.8M | 0.04% |
645,411
+292
| +0% | +$26.6K |
|
413
MetLife
MET
$52.6B
| $58.5M | 0.04% |
947,259
+232,267
| +32% | +$14.3M |
|
414
Dick's Sporting Goods
DKS
$18.2B
| $58.4M | 0.04% |
487,899
+370,501
| +316% | +$44.4M |
|
415
Ford
F
$45.3B
| $58.4M | 0.04% |
4,120,985
-4,242,544
| -51% | -$60.1M |
|
416
Tyson Foods
TSN
$19.5B
| $58.3M | 0.04% |
738,418
-553,406
| -43% | -$43.7M |
|
417
Encompass Health
EHC
$12.5B
| $58.1M | 0.04% |
973,470
-1,255,838
| -56% | -$75M |
|
418
Four Corners Property Trust
FCPT
$2.7B
| $58M | 0.04% |
2,157,652
+213,366
| +11% | +$5.73M |
|
419
Albemarle
ALB
$8.7B
| $57.9M | 0.04% |
264,505
+1,415
| +0.5% | +$310K |
|
420
OneWater Marine
ONEW
$260M
| $57.7M | 0.04% |
1,435,861
+32,455
| +2% | +$1.31M |
|
421
Cognizant
CTSH
$34B
| $57.5M | 0.04% |
775,049
+81,041
| +12% | +$6.01M |
|
422
AvalonBay Communities
AVB
$27.7B
| $57.3M | 0.04% |
258,645
+191,475
| +285% | +$42.4M |
|
423
TransUnion
TRU
$18B
| $57M | 0.04% |
507,734
+44,759
| +10% | +$5.03M |
|
424
Regions Financial
RF
$24.1B
| $57M | 0.04% |
2,674,625
+464,467
| +21% | +$9.9M |
|
425
Ovintiv
OVV
$10.8B
| $56.6M | 0.04% |
1,720,577
+1,452,100
| +541% | +$47.7M |
|