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 |
Becton Dickinson
BDX
|
+$389M |
| 2 |
Meta Platforms (Facebook)
META
|
+$296M |
| 3 |
Salesforce
CRM
|
+$207M |
| 4 |
Howmet Aerospace
HWM
|
+$122M |
| 5 |
Reinsurance Group of America
RGA
|
+$121M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$349M |
| 2 |
Visa
V
|
+$249M |
| 3 |
IQVIA
IQV
|
+$234M |
| 4 |
T-Mobile US
TMUS
|
+$226M |
| 5 |
NXP Semiconductors
NXPI
|
+$212M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
MGP Ingredients
MGPI
$587M
| $45.3M | 0.03% |
425,994
+85,833
| +25% | +$9.12M |
|
477
Essent Group
ESNT
$6.25B
| $45.2M | 0.03% |
966,399
+14,104
| +1% | +$660K |
|
478
Evolent Health
EVH
$1.09B
| $45.2M | 0.03% |
1,490,398
+33,255
| +2% | +$1.01M |
|
479
Middleby
MIDD
$6.99B
| $44.8M | 0.03% |
302,761
+255,911
| +546% | +$37.8M |
|
480
SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
| $44.3M | 0.03% |
481,790
-71,181
| -13% | -$6.55M |
|
481
Accel Entertainment
ACEL
$934M
| $44.3M | 0.03% |
4,193,225
-533,683
| -11% | -$5.64M |
|
482
Infosys
INFY
$70.6B
| $44.3M | 0.03% |
2,754,447
-673,526
| -20% | -$10.8M |
|
483
Ulta Beauty
ULTA
$23B
| $44.1M | 0.03% |
93,648
-6,925
| -7% | -$3.26M |
|
484
Donnelley Financial Solutions
DFIN
$1.5B
| $44M | 0.03% |
967,492
-585,890
| -38% | -$26.7M |
|
|
DEN
485
DELISTED
Denbury Inc.
DEN
| $43.9M | 0.03% |
509,247
+7,246
| +1% | +$625K |
|
486
PayPal
PYPL
$62.9B
| $43.8M | 0.03% |
656,561
-124
| -0% | -$8.28K |
|
487
PENN Entertainment
PENN
$2.94B
| $43.8M | 0.03% |
1,821,110
+625,922
| +52% | +$15M |
|
488
Macy's
M
$4.52B
| $43.7M | 0.03% |
2,722,661
+1,022,770
| +60% | +$16.4M |
|
489
Healthcare Services Group
HCSG
$1.16B
| $43.2M | 0.03% |
2,895,845
+1,578,625
| +120% | +$23.6M |
|
490
Invitation Homes
INVH
$18.4B
| $43.2M | 0.03% |
1,255,506
+1,149,738
| +1,087% | +$39.6M |
|
491
RLI Corp
RLI
$6.06B
| $42.8M | 0.03% |
627,288
+36,804
| +6% | +$2.51M |
|
492
Eagle Materials
EXP
$7.47B
| $42.7M | 0.03% |
228,960
+67,298
| +42% | +$12.5M |
|
493
Antero Resources
AR
$10.1B
| $42.6M | 0.03% |
1,849,419
+496,064
| +37% | +$11.4M |
|
494
American Homes 4 Rent
AMH
$12.7B
| $42.4M | 0.03% |
1,196,785
+570,146
| +91% | +$20.2M |
|
495
Brookfield Infrastructure
BIPC
$4.78B
| $42.3M | 0.03% |
928,864
-5,423
| -0.6% | -$247K |
|
496
Saia
SAIA
$8.14B
| $42.1M | 0.03% |
123,029
-115,521
| -48% | -$39.6M |
|
497
Microchip Technology
MCHP
$34.9B
| $42.1M | 0.03% |
469,835
+39,770
| +9% | +$3.56M |
|
498
Autodesk
ADSK
$69.1B
| $42.1M | 0.03% |
205,643
+81,591
| +66% | +$16.7M |
|
499
Herc Holdings
HRI
$4.45B
| $41.7M | 0.03% |
304,974
-34,794
| -10% | -$4.76M |
|
500
Radian Group
RDN
$4.72B
| $41.7M | 0.03% |
1,650,851
+126,956
| +8% | +$3.21M |
|