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 |
NVIDIA
NVDA
|
+$311M |
| 2 |
Humana
HUM
|
+$270M |
| 3 |
Meta Platforms (Facebook)
META
|
+$256M |
| 4 |
Colgate-Palmolive
CL
|
+$163M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$160M |
Top Sells
| 1 |
Amazon
AMZN
|
+$653M |
| 2 |
Microsoft
MSFT
|
+$614M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$348M |
| 4 |
L3Harris
LHX
|
+$242M |
| 5 |
Idexx Laboratories
IDXX
|
+$238M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Healthcare | 14.17% |
| 3 | Financials | 13.99% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PTVE
476
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $42.5M | 0.03% |
5,309,729
-11,933
| -0.2% | -$95.5K |
|
477
Ryman Hospitality Properties
RHP
$6.34B
| $42.3M | 0.03% |
471,846
-111,474
| -19% | -$9.99M |
|
478
Westamerica Bancorp
WABC
$1.25B
| $42.2M | 0.03% |
953,156
+2,365
| +0.2% | +$105K |
|
479
Agree Realty
ADC
$7.96B
| $41.9M | 0.03% |
610,543
+28,647
| +5% | +$1.96M |
|
480
Brixmor Property Group
BRX
$8.51B
| $41.6M | 0.03% |
1,933,611
+778,953
| +67% | +$16.8M |
|
481
GATX Corp
GATX
$6B
| $41.3M | 0.03% |
380,785
-1,731
| -0.5% | -$188K |
|
482
Jabil
JBL
$23.2B
| $41.1M | 0.03% |
467,076
-95,020
| -17% | -$8.36M |
|
483
Academy Sports + Outdoors
ASO
$3.21B
| $41M | 0.03% |
628,654
+8,568
| +1% | +$559K |
|
484
Franco-Nevada
FNV
$38.3B
| $40.9M | 0.03% |
280,656
-8,136
| -3% | -$1.19M |
|
485
Highwoods Properties
HIW
$3.44B
| $40.9M | 0.03% |
1,763,465
+161,024
| +10% | +$3.73M |
|
|
PDCO
486
DELISTED
Patterson Companies, Inc.
PDCO
| $40.8M | 0.03% |
1,522,330
-1,448,872
| -49% | -$38.8M |
|
487
Provident Financial Services
PFS
$2.59B
| $40.7M | 0.03% |
2,123,279
+172,831
| +9% | +$3.31M |
|
488
MKS Inc. Common Stock
MKSI
$7.43B
| $40.7M | 0.03% |
459,542
+85,080
| +23% | +$7.54M |
|
489
Agnico Eagle Mines
AEM
$76.8B
| $40.6M | 0.03% |
796,761
+49,434
| +7% | +$2.52M |
|
490
Towne Bank
TOWN
$2.84B
| $40.6M | 0.03% |
1,523,328
+90,936
| +6% | +$2.42M |
|
491
Signet Jewelers
SIG
$3.75B
| $40.4M | 0.03% |
521,204
+44,098
| +9% | +$3.42M |
|
492
Cognizant
CTSH
$33.8B
| $40.4M | 0.03% |
663,177
-190,430
| -22% | -$11.6M |
|
493
Twilio
TWLO
$16B
| $40.3M | 0.03% |
605,048
+66,337
| +12% | +$4.42M |
|
494
Cohu
COHU
$976M
| $40.3M | 0.03% |
1,049,536
-302,568
| -22% | -$11.6M |
|
495
Incyte
INCY
$16.8B
| $40.2M | 0.03% |
555,912
+383,789
| +223% | +$27.7M |
|
496
Peabody Energy
BTU
$2.25B
| $40.1M | 0.03% |
1,565,586
+550,762
| +54% | +$14.1M |
|
497
Elevance Health
ELV
$69.1B
| $40M | 0.03% |
87,344
-590
| -0.7% | -$270K |
|
498
PBF Energy
PBF
$3.26B
| $39.6M | 0.03% |
914,739
-236,819
| -21% | -$10.2M |
|
499
Synopsys
SNPS
$72B
| $39.6M | 0.03% |
102,575
+17,241
| +20% | +$6.65M |
|
500
Five Below
FIVE
$8.05B
| $39.5M | 0.03% |
191,963
+483
| +0.3% | +$99.4K |
|