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 |
NVIDIA
NVDA
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVEE
601
DELISTED
NV5 Global
NVEE
| $32.7M | 0.03% |
1,358,604
+629,024
| +86% | +$15.1M |
|
602
Citigroup
C
$181B
| $32.7M | 0.03% |
794,618
-20,591
| -3% | -$847K |
|
603
Brighthouse Financial
BHF
$2.79B
| $32.7M | 0.03% |
667,411
+119,345
| +22% | +$5.84M |
|
604
Builders FirstSource
BLDR
$16.4B
| $32.5M | 0.03% |
261,076
+8,253
| +3% | +$1.03M |
|
|
NATI
605
DELISTED
National Instruments Corp
NATI
| $32.4M | 0.03% |
543,843
+24,612
| +5% | +$1.47M |
|
|
VRTV
606
DELISTED
VERITIV CORPORATION
VRTV
| $32.4M | 0.03% |
191,681
+6,281
| +3% | +$1.06M |
|
607
Twilio
TWLO
$16B
| $32.3M | 0.02% |
552,469
+5,544
| +1% | +$324K |
|
|
FLG
608
Flagstar Financial, Inc.
FLG
$5.31B
| $32.2M | 0.02% |
947,773
-104,638
| -10% | -$3.56M |
|
609
Modine Manufacturing
MOD
$7.93B
| $32.1M | 0.02% |
700,758
+596,177
| +570% | +$27.3M |
|
610
Option Care Health
OPCH
$4.78B
| $32.1M | 0.02% |
990,729
+68,138
| +7% | +$2.2M |
|
611
CNO Financial Group
CNO
$3.8B
| $32M | 0.02% |
1,350,120
+125,047
| +10% | +$2.97M |
|
612
Intuit
INTU
$184B
| $32M | 0.02% |
62,633
+9,213
| +17% | +$4.71M |
|
613
Civitas Resources
CIVI
$3.04B
| $32M | 0.02% |
395,451
+28,688
| +8% | +$2.32M |
|
614
Verra Mobility
VRRM
$3.96B
| $31.9M | 0.02% |
1,707,090
+1,596,194
| +1,439% | +$29.8M |
|
615
Littelfuse
LFUS
$6.65B
| $31.9M | 0.02% |
128,841
-28,829
| -18% | -$7.13M |
|
616
Selective Insurance
SIGI
$4.8B
| $31.8M | 0.02% |
308,297
-253,383
| -45% | -$26.1M |
|
617
AGCO
AGCO
$8.12B
| $31.7M | 0.02% |
267,745
+90,767
| +51% | +$10.7M |
|
618
CareTrust REIT
CTRE
$7.58B
| $31.7M | 0.02% |
1,544,784
-64,932
| -4% | -$1.33M |
|
619
Cboe Global Markets
CBOE
$24.7B
| $31.6M | 0.02% |
202,363
-26,730
| -12% | -$4.18M |
|
620
Cal-Maine
CALM
$5.41B
| $31.5M | 0.02% |
650,564
+151,181
| +30% | +$7.32M |
|
621
MKS Inc. Common Stock
MKSI
$7.72B
| $31.3M | 0.02% |
361,961
-9,867
| -3% | -$854K |
|
622
Vistra
VST
$69.9B
| $31.3M | 0.02% |
942,044
+179,834
| +24% | +$5.97M |
|
623
Terex
TEX
$3.51B
| $31.2M | 0.02% |
542,048
+263,435
| +95% | +$15.2M |
|
624
Yum China
YUMC
$16.5B
| $31.2M | 0.02% |
559,994
+393,881
| +237% | +$21.9M |
|
625
ASML
ASML
$317B
| $31.2M | 0.02% |
52,926
+5,928
| +13% | +$3.49M |
|