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 |
Interactive Brokers
IBKR
|
+$222M |
| 2 |
Martin Marietta Materials
MLM
|
+$168M |
| 3 |
Fiserv
FI
|
+$123M |
| 4 |
VICI Properties
VICI
|
+$121M |
| 5 |
Reinsurance Group of America
RGA
|
+$120M |
Top Sells
| 1 |
Apple
AAPL
|
+$522M |
| 2 |
NVIDIA
NVDA
|
+$496M |
| 3 |
Microsoft
MSFT
|
+$317M |
| 4 |
Eli Lilly
LLY
|
+$273M |
| 5 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
+$231M |
Sector Composition
| 1 | Technology | 24.77% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.87% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FLOC
601
Flowco Holdings Inc.
FLOC
$422M
| $50.6M | 0.03% |
+1,972,180
| New | +$50.6M |
|
602
Arch Capital
ACGL
$33.5B
| $50.5M | 0.03% |
525,068
+96,054
| +22% | +$9.24M |
|
603
Atkore
ATKR
$2.08B
| $50.4M | 0.03% |
840,505
+56,692
| +7% | +$3.4M |
|
604
Regal Rexnord
RRX
$9.36B
| $50.4M | 0.03% |
442,718
+8,588
| +2% | +$978K |
|
605
Expro
XPRO
$1.41B
| $50.4M | 0.03% |
5,065,985
+859,000
| +20% | +$8.54M |
|
606
TopBuild
BLD
$11.7B
| $50.2M | 0.03% |
164,729
+14,927
| +10% | +$4.55M |
|
607
Vulcan Materials
VMC
$38.8B
| $50.2M | 0.03% |
215,285
+17,571
| +9% | +$4.1M |
|
608
Ralph Lauren
RL
$19.1B
| $50.1M | 0.03% |
226,912
+40,737
| +22% | +$8.99M |
|
609
Pathward Financial
CASH
$1.71B
| $50.1M | 0.03% |
686,423
+43,273
| +7% | +$3.16M |
|
610
Intuit
INTU
$182B
| $50.1M | 0.03% |
81,535
+31,001
| +61% | +$19M |
|
|
DFS
611
DELISTED
Discover Financial Services
DFS
| $50M | 0.03% |
292,680
+218,165
| +293% | +$37.2M |
|
612
Mirion Technologies
MIR
$5.41B
| $49.8M | 0.03% |
3,432,814
+1,047,781
| +44% | +$15.2M |
|
613
Wheaton Precious Metals
WPM
$48.9B
| $49.6M | 0.03% |
639,579
+23,874
| +4% | +$1.85M |
|
614
Marathon Petroleum
MPC
$54.7B
| $49.4M | 0.03% |
338,863
+53,755
| +19% | +$7.83M |
|
615
Enterprise Financial Services Corp
EFSC
$2.21B
| $49M | 0.03% |
911,911
+63,972
| +8% | +$3.44M |
|
616
Andersons Inc
ANDE
$1.32B
| $48.9M | 0.03% |
1,139,778
-27,003
| -2% | -$1.16M |
|
617
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $48.9M | 0.03% |
1,257,197
+114,367
| +10% | +$4.45M |
|
618
La-Z-Boy
LZB
$1.4B
| $48.9M | 0.03% |
1,250,053
+100,817
| +9% | +$3.94M |
|
619
ArcBest
ARCB
$1.62B
| $48.7M | 0.03% |
689,895
+70,976
| +11% | +$5.01M |
|
620
Frontier Communications
FYBR
$9.37B
| $48.7M | 0.03% |
1,357,235
-346,575
| -20% | -$12.4M |
|
621
TransAlta
TAC
$3.85B
| $48.6M | 0.03% |
5,212,856
+342,630
| +7% | +$3.2M |
|
622
Embecta
EMBC
$882M
| $48.6M | 0.03% |
3,813,411
+551,477
| +17% | +$7.03M |
|
623
Lincoln Electric
LECO
$13B
| $48.6M | 0.03% |
256,909
+26,898
| +12% | +$5.09M |
|
624
Kodiak Gas Services
KGS
$2.88B
| $48.6M | 0.03% |
1,302,080
+362,621
| +39% | +$13.5M |
|
625
Carter's
CRI
$1.14B
| $48.4M | 0.03% |
1,183,289
+116,113
| +11% | +$4.75M |
|