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 | |
|---|---|---|---|---|---|---|
501
Avantis US Small Cap Value ETF
AVUV
$18.5B
| $63.3M | 0.04% |
659,759
+35,834
| +6% | +$3.44M |
|
502
Shift4
FOUR
$5.99B
| $62.9M | 0.04% |
710,471
-7,055
| -1% | -$625K |
|
503
Liberty Media Series C
FWONK
$25.4B
| $62.7M | 0.04% |
809,948
+4,101
| +0.5% | +$318K |
|
504
Polaris
PII
$3.39B
| $62.6M | 0.04% |
751,620
+364,608
| +94% | +$30.3M |
|
505
Columbia Sportswear
COLM
$3.05B
| $62.4M | 0.04% |
749,918
+133,808
| +22% | +$11.1M |
|
506
Barclays
BCS
$72.7B
| $62.3M | 0.04% |
5,130,513
+3,420,237
| +200% | +$41.6M |
|
507
W.W. Grainger
GWW
$48.4B
| $62.3M | 0.04% |
59,999
-16,247
| -21% | -$16.9M |
|
508
Littelfuse
LFUS
$6.69B
| $62.2M | 0.04% |
234,537
+73,218
| +45% | +$19.4M |
|
509
Knight Transportation
KNX
$6.95B
| $62M | 0.04% |
1,148,963
-70,733
| -6% | -$3.82M |
|
510
RBC Bearings
RBC
$12.1B
| $61.9M | 0.04% |
206,635
+5
| +0% | +$1.5K |
|
511
Oceaneering
OII
$2.46B
| $61.8M | 0.04% |
2,486,420
+464,042
| +23% | +$11.5M |
|
512
Schneider National
SNDR
$4.29B
| $61.8M | 0.04% |
2,163,676
+257,497
| +14% | +$7.35M |
|
513
Hubbell
HUBB
$23.8B
| $61.6M | 0.04% |
143,786
-9,791
| -6% | -$4.19M |
|
514
Bread Financial
BFH
$2.97B
| $61.6M | 0.04% |
1,294,054
+132,611
| +11% | +$6.31M |
|
|
TLN
515
Talen Energy Corporation Common Stock
TLN
$18.2B
| $61.4M | 0.04% |
+344,591
| New | +$61.4M |
|
516
CVS Health
CVS
$94.8B
| $61.4M | 0.04% |
975,669
+7,548
| +0.8% | +$475K |
|
517
Construction Partners
ROAD
$6.96B
| $61M | 0.04% |
874,462
-74,661
| -8% | -$5.21M |
|
518
Elevance Health
ELV
$70.7B
| $60.9M | 0.04% |
117,061
+13,849
| +13% | +$7.2M |
|
519
Atmus Filtration Technologies
ATMU
$3.78B
| $60.8M | 0.04% |
1,621,141
-360,796
| -18% | -$13.5M |
|
520
Frontier Communications
FYBR
$9.37B
| $60.8M | 0.04% |
1,712,373
-293,564
| -15% | -$10.4M |
|
521
Trinity Industries
TRN
$2.3B
| $60.7M | 0.04% |
1,741,224
+693,561
| +66% | +$24.2M |
|
|
SUM
522
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $60.5M | 0.04% |
1,550,845
-195,115
| -11% | -$7.62M |
|
523
Fidelis Insurance
FIHL
$1.8B
| $60.5M | 0.04% |
3,351,066
+85,502
| +3% | +$1.54M |
|
524
Vaxcyte
PCVX
$4.29B
| $60.4M | 0.04% |
529,005
+1,411
| +0.3% | +$161K |
|
525
Carlisle Companies
CSL
$16.7B
| $60.4M | 0.04% |
134,381
+60,360
| +82% | +$27.1M |
|