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 |
Colgate-Palmolive
CL
|
+$242M |
| 2 |
Unilever
UL
|
+$231M |
| 3 |
Sysco
SYY
|
+$229M |
| 4 |
JPMorgan Chase
JPM
|
+$216M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$215M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$421M |
| 2 |
Illumina
ILMN
|
+$359M |
| 3 |
Boston Scientific
BSX
|
+$331M |
| 4 |
SBA Communications
SBAC
|
+$257M |
| 5 |
Waste Connections
WCN
|
+$248M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 14.89% |
| 3 | Healthcare | 14.13% |
| 4 | Consumer Discretionary | 14.08% |
| 5 | Industrials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Clorox
CLX
$15.1B
| $20.8M | 0.02% |
102,764
+42,412
| +70% | +$8.56M |
|
|
PROS
602
DELISTED
ProSight Global, Inc.
PROS
| $20.7M | 0.02% |
1,616,849
+156,185
| +11% | +$2M |
|
603
Reliance Steel & Aluminium
RS
$15.3B
| $20.7M | 0.02% |
172,963
-184,342
| -52% | -$22.1M |
|
604
MACOM Technology Solutions
MTSI
$9.82B
| $20.7M | 0.02% |
+375,735
| New | +$20.7M |
|
605
Luxfer Holdings
LXFR
$356M
| $20.6M | 0.02% |
1,257,414
+340,515
| +37% | +$5.59M |
|
606
eHealth
EHTH
$122M
| $20.6M | 0.02% |
292,122
+26,498
| +10% | +$1.87M |
|
607
HealthEquity
HQY
$7.97B
| $20.6M | 0.02% |
295,699
-80,382
| -21% | -$5.6M |
|
608
MKS Inc. Common Stock
MKSI
$7.73B
| $20.6M | 0.02% |
136,651
+7,110
| +5% | +$1.07M |
|
609
Empire State Realty Trust
ESRT
$1.34B
| $20.5M | 0.02% |
2,199,099
+1,494,185
| +212% | +$13.9M |
|
610
Tractor Supply
TSCO
$32.1B
| $20.4M | 0.02% |
727,060
+506,555
| +230% | +$14.2M |
|
611
EQT Corp
EQT
$31.8B
| $20.4M | 0.02% |
1,603,598
+396,989
| +33% | +$5.05M |
|
612
Renasant Corp
RNST
$3.68B
| $20.3M | 0.02% |
603,709
+92,269
| +18% | +$3.11M |
|
613
VF Corp
VFC
$5.8B
| $20.3M | 0.02% |
238,008
+83,656
| +54% | +$7.14M |
|
614
American Homes 4 Rent
AMH
$12.7B
| $20.3M | 0.02% |
676,419
-390,727
| -37% | -$11.7M |
|
615
AutoZone
AZO
$72.3B
| $20.2M | 0.02% |
17,005
+4,905
| +41% | +$5.81M |
|
|
BWIN
616
Baldwin Insurance Group
BWIN
$2.22B
| $20M | 0.02% |
668,312
+105,531
| +19% | +$3.16M |
|
617
Allegro MicroSystems
ALGM
$5.51B
| $20M | 0.02% |
+749,717
| New | +$20M |
|
618
James River Group
JRVR
$244M
| $19.9M | 0.02% |
404,417
-429,134
| -51% | -$21.1M |
|
|
CMRC
619
Commerce.com, Inc. Series 1 Common Stock
CMRC
$370M
| $19.8M | 0.02% |
308,812
+280,572
| +994% | +$18M |
|
|
SHLX
620
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $19.8M | 0.02% |
1,960,880
-580,356
| -23% | -$5.85M |
|
|
WRK
621
DELISTED
WestRock Company
WRK
| $19.5M | 0.02% |
447,406
-339,219
| -43% | -$14.8M |
|
622
Pan American Silver
PAAS
$15.5B
| $19.4M | 0.02% |
561,849
+173,607
| +45% | +$5.99M |
|
623
e.l.f. Beauty
ELF
$7.67B
| $19.3M | 0.02% |
765,995
+215,529
| +39% | +$5.43M |
|
|
PRAH
624
DELISTED
PRA Health Sciences, Inc.
PRAH
| $19.1M | 0.01% |
152,541
+1,493
| +1% | +$187K |
|
625
BJ's Restaurants
BJRI
$684M
| $19.1M | 0.01% |
495,995
+84,032
| +20% | +$3.23M |
|