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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Patrick Industries
PATK
$3.67B
| $65.7M | 0.04% |
712,383
+180,092
| +34% | +$16.6M |
|
552
Taylor Morrison
TMHC
$6.88B
| $65.7M | 0.04% |
1,069,859
+192,554
| +22% | +$11.8M |
|
553
Core & Main
CNM
$9.28B
| $65.6M | 0.04% |
1,087,784
-104,854
| -9% | -$6.33M |
|
554
Verra Mobility
VRRM
$3.92B
| $65.3M | 0.04% |
2,570,738
+259,330
| +11% | +$6.58M |
|
555
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55B
| $65.1M | 0.04% |
785,000
+44,300
| +6% | +$3.67M |
|
556
Vital Farms
VITL
$2.17B
| $65M | 0.04% |
1,687,869
+444,402
| +36% | +$17.1M |
|
557
SiTime
SITM
$6.76B
| $64.9M | 0.04% |
+304,453
| New | +$64.9M |
|
558
Barclays
BCS
$72.6B
| $64.7M | 0.04% |
3,478,821
+155,397
| +5% | +$2.89M |
|
559
BJs Wholesale Club
BJ
$13B
| $64.6M | 0.04% |
598,637
+117,936
| +25% | +$12.7M |
|
560
Worthington Enterprises
WOR
$3.17B
| $64.3M | 0.03% |
1,010,730
+188,783
| +23% | +$12M |
|
561
Quanta Services
PWR
$57B
| $64.2M | 0.03% |
169,681
+7,934
| +5% | +$3M |
|
562
Arch Capital
ACGL
$34.4B
| $63.8M | 0.03% |
700,629
+175,561
| +33% | +$16M |
|
563
Comstock Resources
CRK
$4.67B
| $63.8M | 0.03% |
2,304,604
-232,789
| -9% | -$6.44M |
|
|
EXE
564
Expand Energy Corporation Common Stock
EXE
$22.9B
| $63.5M | 0.03% |
543,377
+125,235
| +30% | +$14.6M |
|
565
United Rentals
URI
$60.4B
| $63.5M | 0.03% |
84,298
+14,223
| +20% | +$10.7M |
|
566
TopBuild
BLD
$11.7B
| $63.1M | 0.03% |
194,979
+30,250
| +18% | +$9.79M |
|
567
Extreme Networks
EXTR
$2.95B
| $62.7M | 0.03% |
3,494,851
+622,953
| +22% | +$11.2M |
|
568
ASML
ASML
$320B
| $62.7M | 0.03% |
78,183
+16,993
| +28% | +$13.6M |
|
569
Samsara
IOT
$21.9B
| $62.5M | 0.03% |
+1,571,997
| New | +$62.5M |
|
570
Agree Realty
ADC
$8.09B
| $62.4M | 0.03% |
854,616
-896,414
| -51% | -$65.5M |
|
571
Werner Enterprises
WERN
$1.68B
| $62.4M | 0.03% |
2,280,995
+110,468
| +5% | +$3.02M |
|
572
Cigna
CI
$80.8B
| $62.2M | 0.03% |
188,059
+52
| +0% | +$17.2K |
|
573
KB Financial Group
KB
$31.1B
| $62M | 0.03% |
751,168
+116,293
| +18% | +$9.6M |
|
574
Crane Co
CR
$10.5B
| $61.9M | 0.03% |
326,133
+14,324
| +5% | +$2.72M |
|
575
Flex
FLEX
$21.4B
| $61.8M | 0.03% |
1,237,386
+250,894
| +25% | +$12.5M |
|