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 |
Colgate-Palmolive
CL
|
+$242M |
| 2 |
Unilever
UL
|
+$231M |
| 3 |
Sysco
SYY
|
+$229M |
| 4 |
JPMorgan Chase
JPM
|
+$216M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$215M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$421M |
| 2 |
Illumina
ILMN
|
+$359M |
| 3 |
Boston Scientific
BSX
|
+$331M |
| 4 |
SBA Communications
SBAC
|
+$257M |
| 5 |
Waste Connections
WCN
|
+$248M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 14.89% |
| 3 | Healthcare | 14.13% |
| 4 | Consumer Discretionary | 14.08% |
| 5 | Industrials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Gilead Sciences
GILD
$142B
| $43.1M | 0.03% |
739,763
-202,897
| -22% | -$11.8M |
|
427
Donaldson
DCI
$9.42B
| $43M | 0.03% |
768,749
+1,227
| +0.2% | +$68.6K |
|
428
Ameris Bancorp
ABCB
$5.1B
| $42.9M | 0.03% |
1,126,399
+3,408
| +0.3% | +$130K |
|
429
Thermo Fisher Scientific
TMO
$181B
| $42.7M | 0.03% |
91,709
+4,337
| +5% | +$2.02M |
|
430
Elevance Health
ELV
$70.2B
| $42.6M | 0.03% |
132,698
-46,178
| -26% | -$14.8M |
|
431
Champion Homes, Inc.
SKY
$4.22B
| $42.6M | 0.03% |
1,376,569
+376,451
| +38% | +$11.6M |
|
|
LSI
432
DELISTED
Life Storage, Inc.
LSI
| $42.6M | 0.03% |
534,765
+270,541
| +102% | +$21.5M |
|
433
Nova
NVMI
$8.69B
| $42.2M | 0.03% |
597,956
+246,133
| +70% | +$17.4M |
|
434
Timken Company
TKR
$5.4B
| $42M | 0.03% |
542,939
-305,351
| -36% | -$23.6M |
|
|
RDFN
435
DELISTED
Redfin
RDFN
| $41.5M | 0.03% |
605,303
+310,714
| +105% | +$21.3M |
|
436
Health Catalyst
HCAT
$220M
| $41.3M | 0.03% |
948,849
-4,291
| -0.5% | -$187K |
|
437
FirstService
FSV
$9.31B
| $41.2M | 0.03% |
300,773
-139,769
| -32% | -$19.1M |
|
438
Churchill Downs
CHDN
$6.75B
| $41.2M | 0.03% |
422,520
+163,324
| +63% | +$15.9M |
|
439
Ryman Hospitality Properties
RHP
$6.31B
| $41M | 0.03% |
+605,017
| New | +$41M |
|
440
Penumbra
PEN
$10.6B
| $41M | 0.03% |
234,254
+66,903
| +40% | +$11.7M |
|
|
ATVI
441
DELISTED
Activision Blizzard Inc.
ATVI
| $40.8M | 0.03% |
439,055
-146,817
| -25% | -$13.6M |
|
442
Micron Technology
MU
$176B
| $40.7M | 0.03% |
540,952
+508,214
| +1,552% | +$38.2M |
|
443
Exxon Mobil
XOM
$478B
| $40.6M | 0.03% |
985,278
+469,816
| +91% | +$19.4M |
|
444
Prudential Financial
PRU
$37.6B
| $40.4M | 0.03% |
517,290
+184,204
| +55% | +$14.4M |
|
445
Simon Property Group
SPG
$59.6B
| $40.3M | 0.03% |
473,024
+441,021
| +1,378% | +$37.6M |
|
|
GOOS
446
Canada Goose Holdings
GOOS
$1.36B
| $40.1M | 0.03% |
+1,349,782
| New | +$40.1M |
|
447
Malibu Boats
MBUU
$629M
| $39.6M | 0.03% |
634,124
+192,723
| +44% | +$12M |
|
448
Healthcare Services Group
HCSG
$1.16B
| $39.2M | 0.03% |
1,395,281
+93,474
| +7% | +$2.63M |
|
449
OneWater Marine
ONEW
$261M
| $38.5M | 0.03% |
1,323,352
+319,731
| +32% | +$9.3M |
|
450
Arvinas
ARVN
$568M
| $38.5M | 0.03% |
452,865
+242,790
| +116% | +$20.6M |
|