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 |
Broadcom
AVGO
|
+$250M |
| 2 |
Workday
WDAY
|
+$183M |
| 3 |
Apple
AAPL
|
+$178M |
| 4 |
Eli Lilly
LLY
|
+$172M |
| 5 |
GE Vernova
GEV
|
+$159M |
Top Sells
| 1 |
Visa
V
|
+$494M |
| 2 |
Colgate-Palmolive
CL
|
+$234M |
| 3 |
NXP Semiconductors
NXPI
|
+$184M |
| 4 |
Duke Energy
DUK
|
+$176M |
| 5 |
Intuitive Surgical
ISRG
|
+$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Axcelis
ACLS
$2.62B
| $80.7M | 0.05% |
769,418
+384,237
| +100% | +$40.3M |
|
402
Clean Harbors
CLH
$12.6B
| $80.6M | 0.05% |
333,610
-9,307
| -3% | -$2.25M |
|
403
ON Semiconductor
ON
$19.7B
| $80.5M | 0.05% |
1,108,525
-2,587
| -0.2% | -$188K |
|
404
ATI
ATI
$10.5B
| $80.4M | 0.05% |
1,201,101
+553,015
| +85% | +$37M |
|
405
CyberArk
CYBR
$23.6B
| $80.1M | 0.05% |
274,571
-15,721
| -5% | -$4.58M |
|
406
Yeti Holdings
YETI
$2.88B
| $79.4M | 0.05% |
1,934,130
-33,085
| -2% | -$1.36M |
|
407
Teradyne
TER
$18.7B
| $78.6M | 0.05% |
587,101
-784,380
| -57% | -$105M |
|
408
Boyd Gaming
BYD
$6.84B
| $78.3M | 0.05% |
1,211,133
+61,432
| +5% | +$3.97M |
|
409
MGIC Investment
MTG
$6.54B
| $78.3M | 0.05% |
3,057,073
-338,135
| -10% | -$8.66M |
|
410
Infosys
INFY
$70.4B
| $78.1M | 0.05% |
3,506,888
+418,685
| +14% | +$9.32M |
|
411
Kohl's
KSS
$1.8B
| $78.1M | 0.05% |
3,701,034
+607,261
| +20% | +$12.8M |
|
412
Goodyear
GT
$2.45B
| $77.5M | 0.05% |
8,754,866
+1,497,101
| +21% | +$13.2M |
|
413
Korn Ferry
KFY
$3.81B
| $77.5M | 0.05% |
1,029,428
-872,650
| -46% | -$65.7M |
|
414
Cigna
CI
$80.7B
| $77.4M | 0.05% |
223,394
-70,149
| -24% | -$24.3M |
|
415
Tri Pointe Homes
TPH
$3.07B
| $77.4M | 0.04% |
1,707,664
-155,579
| -8% | -$7.05M |
|
416
Bankunited
BKU
$2.9B
| $77.4M | 0.04% |
2,122,724
+2,014
| +0.1% | +$73.4K |
|
417
Alpha Metallurgical Resources
AMR
$1.85B
| $77.2M | 0.04% |
326,979
+21,253
| +7% | +$5.02M |
|
418
Builders FirstSource
BLDR
$15.5B
| $77.1M | 0.04% |
397,856
+716
| +0.2% | +$139K |
|
419
Bright Horizons
BFAM
$6.36B
| $77M | 0.04% |
549,467
+135,302
| +33% | +$19M |
|
420
Carpenter Technology
CRS
$12.3B
| $76.7M | 0.04% |
480,536
-368,561
| -43% | -$58.8M |
|
421
International Seaways
INSW
$2.28B
| $76.6M | 0.04% |
1,486,608
+251,473
| +20% | +$13M |
|
|
CNR
422
Core Natural Resources, Inc.
CNR
$3.74B
| $76.3M | 0.04% |
729,177
+117,886
| +19% | +$12.3M |
|
423
Ryan Specialty Holdings
RYAN
$6.53B
| $76.1M | 0.04% |
1,146,547
+19,635
| +2% | +$1.3M |
|
424
Donnelley Financial Solutions
DFIN
$1.49B
| $76.1M | 0.04% |
1,155,776
+3,020
| +0.3% | +$199K |
|
425
Dentsply Sirona
XRAY
$2.73B
| $75.8M | 0.04% |
2,802,041
+319,088
| +13% | +$8.63M |
|