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
|
+$701M |
| 2 |
Mastercard
MA
|
+$306M |
| 3 |
Estee Lauder
EL
|
+$248M |
| 4 |
IQVIA
IQV
|
+$178M |
| 5 |
Arista Networks
ANET
|
+$163M |
Top Sells
| 1 |
Visa
V
|
+$560M |
| 2 |
Advanced Micro Devices
AMD
|
+$524M |
| 3 |
Apple
AAPL
|
+$439M |
| 4 |
NVIDIA
NVDA
|
+$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARCH
401
DELISTED
Arch Resources, Inc.
ARCH
| $83.2M | 0.05% |
589,441
+49,581
| +9% | +$7M |
|
402
Palomar
PLMR
$3.25B
| $82.9M | 0.05% |
785,419
+210,523
| +37% | +$22.2M |
|
403
Sanofi
SNY
$115B
| $82.3M | 0.05% |
1,707,057
+29,536
| +2% | +$1.42M |
|
404
InterDigital
IDCC
$7.89B
| $82.2M | 0.05% |
424,272
-238,936
| -36% | -$46.3M |
|
405
Payoneer
PAYO
$2.4B
| $82M | 0.05% |
8,166,652
+1,624,948
| +25% | +$16.3M |
|
406
Trex
TREX
$6.45B
| $82M | 0.05% |
1,187,305
-651,223
| -35% | -$45M |
|
407
Clean Harbors
CLH
$12.6B
| $81.8M | 0.05% |
355,218
+21,608
| +6% | +$4.97M |
|
408
Hamilton Lane
HLNE
$6.59B
| $81.6M | 0.05% |
551,466
+39,342
| +8% | +$5.82M |
|
409
HDFC Bank
HDB
$181B
| $81.4M | 0.05% |
1,274,755
+237,324
| +23% | +$15.2M |
|
410
Assured Guaranty
AGO
$3.89B
| $81.3M | 0.05% |
903,270
+97,091
| +12% | +$8.74M |
|
|
CNR
411
Core Natural Resources, Inc.
CNR
$3.75B
| $81.1M | 0.05% |
759,907
+30,730
| +4% | +$3.28M |
|
412
Brighthouse Financial
BHF
$2.67B
| $80.8M | 0.05% |
1,682,076
+181,980
| +12% | +$8.74M |
|
413
Terex
TEX
$3.43B
| $80.5M | 0.05% |
1,741,206
+135,286
| +8% | +$6.25M |
|
414
Wintrust Financial
WTFC
$9.28B
| $80.4M | 0.05% |
644,778
-2,117
| -0.3% | -$264K |
|
415
Sylvamo
SLVM
$1.75B
| $80.3M | 0.05% |
1,016,064
+134,066
| +15% | +$10.6M |
|
416
T-Mobile US
TMUS
$269B
| $79.9M | 0.05% |
361,889
+18,497
| +5% | +$4.08M |
|
417
Hancock Whitney
HWC
$5.35B
| $79.9M | 0.05% |
1,459,346
-717
| -0% | -$39.2K |
|
418
Skyward Specialty Insurance
SKWD
$1.97B
| $79.7M | 0.05% |
1,577,846
+553,389
| +54% | +$28M |
|
419
Patterson-UTI
PTEN
$2.05B
| $79.6M | 0.05% |
9,636,471
+1,144,094
| +13% | +$9.45M |
|
420
Peabody Energy
BTU
$2.25B
| $79.3M | 0.05% |
3,785,337
+215,614
| +6% | +$4.51M |
|
421
Bright Horizons
BFAM
$6.43B
| $78.9M | 0.05% |
711,745
+162,278
| +30% | +$18M |
|
422
TotalEnergies
TTE
$135B
| $78.7M | 0.05% |
1,443,516
+24,653
| +2% | +$1.34M |
|
423
AvalonBay Communities
AVB
$27.7B
| $78.2M | 0.04% |
355,729
-28,757
| -7% | -$6.33M |
|
424
Powell Industries
POWL
$3.44B
| $78M | 0.04% |
351,750
+27,029
| +8% | +$5.99M |
|
425
MDU Resources
MDU
$3.32B
| $77.9M | 0.04% |
4,320,762
-4,962,259
| -53% | -$89.4M |
|