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 |
Salesforce
CRM
|
+$306M |
| 2 |
Church & Dwight Co
CHD
|
+$182M |
| 3 |
Lattice Semiconductor
LSCC
|
+$165M |
| 4 |
UnitedHealth
UNH
|
+$157M |
| 5 |
Meta Platforms (Facebook)
META
|
+$149M |
Top Sells
| 1 |
Humana
HUM
|
+$292M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$265M |
| 3 |
Air Products & Chemicals
APD
|
+$200M |
| 4 |
HES
Hess
HES
|
+$191M |
| 5 |
Idexx Laboratories
IDXX
|
+$182M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 12.47% |
| 4 | Consumer Discretionary | 12.31% |
| 5 | Industrials | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Coca-Cola Consolidated
COKE
$10.5B
| $40.2M | 0.03% |
433,120
-11,480
| -3% | -$1.07M |
|
577
Brookfield Infrastructure
BIPC
$4.78B
| $40.2M | 0.03% |
1,139,607
+461,468
| +68% | +$16.3M |
|
578
Toll Brothers
TOL
$13.8B
| $40.2M | 0.03% |
390,802
+32,283
| +9% | +$3.32M |
|
579
Transmedics
TMDX
$3.67B
| $40.1M | 0.03% |
508,080
+21,124
| +4% | +$1.67M |
|
580
Phillips 66
PSX
$53.1B
| $40M | 0.03% |
300,386
-56,604
| -16% | -$7.54M |
|
581
MetLife
MET
$52.7B
| $40M | 0.03% |
604,553
+142,907
| +31% | +$9.45M |
|
582
Savers
SVV
$1.97B
| $39.9M | 0.03% |
2,295,662
+1,056,978
| +85% | +$18.4M |
|
583
Saia
SAIA
$8.19B
| $39.8M | 0.03% |
90,906
-32,270
| -26% | -$14.1M |
|
584
GlobalFoundries
GFS
$17.7B
| $39.5M | 0.03% |
652,274
-33,579
| -5% | -$2.03M |
|
585
TopBuild
BLD
$11.8B
| $39.5M | 0.03% |
105,498
+31,517
| +43% | +$11.8M |
|
586
Archrock
AROC
$4.35B
| $39.3M | 0.03% |
2,554,665
+396,944
| +18% | +$6.11M |
|
587
ATS Corp
ATS
$2.58B
| $39.3M | 0.03% |
912,864
+139,834
| +18% | +$6.03M |
|
588
Agree Realty
ADC
$7.96B
| $39.2M | 0.03% |
623,003
-100,271
| -14% | -$6.31M |
|
|
LTHM
589
DELISTED
Livent Corporation
LTHM
| $39.2M | 0.03% |
2,180,317
+383,194
| +21% | +$6.89M |
|
590
Stryker
SYK
$146B
| $39.1M | 0.03% |
130,523
-1,095
| -0.8% | -$328K |
|
591
Urban Outfitters
URBN
$6.33B
| $39.1M | 0.03% |
1,094,272
+154,107
| +16% | +$5.5M |
|
592
Scorpio Tankers
STNG
$2.92B
| $39M | 0.03% |
641,677
+240,844
| +60% | +$14.6M |
|
593
Sanmina
SANM
$6.53B
| $39M | 0.03% |
758,259
-57,597
| -7% | -$2.96M |
|
594
Shopify
SHOP
$185B
| $38.9M | 0.03% |
499,675
+450,579
| +918% | +$35.1M |
|
|
NVEE
595
DELISTED
NV5 Global
NVEE
| $38.8M | 0.03% |
1,397,500
+38,896
| +3% | +$1.08M |
|
596
Eventbrite
EB
$261M
| $38.8M | 0.03% |
4,642,040
+532,143
| +13% | +$4.45M |
|
597
Ascendis Pharma
ASND
$12B
| $38.8M | 0.03% |
307,737
-21,537
| -7% | -$2.71M |
|
598
Alexandria Real Estate Equities
ARE
$14.3B
| $38.7M | 0.03% |
305,503
+263,974
| +636% | +$33.5M |
|
599
Cathay General Bancorp
CATY
$3.4B
| $38.7M | 0.03% |
868,519
+129,732
| +18% | +$5.78M |
|
600
Schneider National
SNDR
$4.18B
| $38.7M | 0.03% |
1,520,499
+889,232
| +141% | +$22.6M |
|