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 |
Broadcom
AVGO
|
+$701M |
| 2 |
Mastercard
MA
|
+$306M |
| 3 |
Estee Lauder
EL
|
+$248M |
| 4 |
IQVIA
IQV
|
+$178M |
| 5 |
Arista Networks
ANET
|
+$163M |
Top Sells
| 1 |
Visa
V
|
+$560M |
| 2 |
Advanced Micro Devices
AMD
|
+$524M |
| 3 |
Apple
AAPL
|
+$439M |
| 4 |
NVIDIA
NVDA
|
+$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Enterprise Financial Services Corp
EFSC
$2.27B
| $47.8M | 0.03% |
847,939
+96,822
| +13% | +$5.46M |
|
652
KB Home
KBH
$4.59B
| $47.7M | 0.03% |
726,058
-783,989
| -52% | -$51.5M |
|
653
NeoGenomics
NEO
$1.08B
| $47.7M | 0.03% |
2,893,261
-132,683
| -4% | -$2.19M |
|
654
G-III Apparel Group
GIII
$1.15B
| $47.7M | 0.03% |
1,461,446
+153,913
| +12% | +$5.02M |
|
655
Buckle
BKE
$3.15B
| $47.6M | 0.03% |
937,525
+100,173
| +12% | +$5.09M |
|
656
Gentex
GNTX
$6.24B
| $47.6M | 0.03% |
1,657,397
+664,389
| +67% | +$19.1M |
|
657
Photronics
PLAB
$1.34B
| $47.6M | 0.03% |
2,018,887
+159,245
| +9% | +$3.75M |
|
658
Extreme Networks
EXTR
$3.02B
| $47.5M | 0.03% |
2,837,171
+290,184
| +11% | +$4.86M |
|
659
Pathward Financial
CASH
$1.74B
| $47.3M | 0.03% |
643,150
+62,931
| +11% | +$4.63M |
|
660
JELD-WEN Holding
JELD
$566M
| $47.3M | 0.03% |
5,775,940
+634,101
| +12% | +$5.19M |
|
661
Andersons Inc
ANDE
$1.4B
| $47.3M | 0.03% |
1,166,781
+84,133
| +8% | +$3.41M |
|
662
Taylor Morrison
TMHC
$7.03B
| $46.9M | 0.03% |
766,686
-463,565
| -38% | -$28.4M |
|
663
TopBuild
BLD
$12B
| $46.6M | 0.03% |
149,802
+9,266
| +7% | +$2.88M |
|
664
Provident Financial Services
PFS
$2.61B
| $46.4M | 0.03% |
2,456,401
+81,617
| +3% | +$1.54M |
|
665
HSBC
HSBC
$239B
| $46.3M | 0.03% |
937,065
+40,388
| +5% | +$2M |
|
|
GAP
666
The Gap, Inc.
GAP
$8.99B
| $46.3M | 0.03% |
1,961,244
+40,687
| +2% | +$961K |
|
667
Mueller Water Products
MWA
$3.98B
| $46.3M | 0.03% |
2,056,632
+730,442
| +55% | +$16.4M |
|
668
Meritage Homes
MTH
$5.77B
| $46.2M | 0.03% |
600,158
-251,202
| -30% | -$19.3M |
|
669
Lennar Class A
LEN
$36.3B
| $46M | 0.03% |
348,351
+51,901
| +18% | +$6.85M |
|
670
Best Buy
BBY
$16.5B
| $46M | 0.03% |
535,958
+193,830
| +57% | +$16.6M |
|
671
Alphatec Holdings
ATEC
$2.31B
| $45.8M | 0.03% |
4,989,057
+1,334,780
| +37% | +$12.3M |
|
672
Essent Group
ESNT
$6.33B
| $45.7M | 0.03% |
839,455
+91,595
| +12% | +$4.99M |
|
673
Toyota
TM
$258B
| $45.7M | 0.03% |
234,779
+13,805
| +6% | +$2.69M |
|
674
Texas Capital Bancshares
TCBI
$4B
| $45.4M | 0.03% |
581,063
-34,715
| -6% | -$2.71M |
|
675
Central Garden & Pet Class A
CENTA
$2.09B
| $45.4M | 0.03% |
1,373,100
+170,121
| +14% | +$5.62M |
|