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 | |
|---|---|---|---|---|---|---|
676
POSCO
PKX
$15.4B
| $27.9M | 0.02% |
271,763
+23,668
| +10% | +$2.43M |
|
|
NARI
677
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $27.7M | 0.02% |
423,170
+18,166
| +4% | +$1.19M |
|
|
PYCR
678
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $27.6M | 0.02% |
1,210,872
+23,534
| +2% | +$537K |
|
679
Old Dominion Freight Line
ODFL
$30.8B
| $27.6M | 0.02% |
135,108
-16,372
| -11% | -$3.35M |
|
680
First Merchants
FRME
$2.32B
| $27.6M | 0.02% |
992,748
+71,527
| +8% | +$1.99M |
|
|
HEES
681
DELISTED
H&E Equipment Services
HEES
| $27.6M | 0.02% |
638,857
-836,550
| -57% | -$36.1M |
|
682
OneMain Financial
OMF
$7.28B
| $27.6M | 0.02% |
687,489
-81,639
| -11% | -$3.27M |
|
683
HSBC
HSBC
$239B
| $27.6M | 0.02% |
698,250
+197,283
| +39% | +$7.78M |
|
684
Patria Investments
PAX
$2.3B
| $27.5M | 0.02% |
1,885,021
+264,238
| +16% | +$3.85M |
|
685
Dutch Bros
BROS
$8.38B
| $27.4M | 0.02% |
1,177,148
+773,616
| +192% | +$18M |
|
686
Fortinet
FTNT
$61.4B
| $27.3M | 0.02% |
465,362
+11,489
| +3% | +$674K |
|
687
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $27.2M | 0.02% |
368,849
+91,984
| +33% | +$6.78M |
|
688
Archrock
AROC
$4.31B
| $27.2M | 0.02% |
2,157,721
+135,471
| +7% | +$1.71M |
|
689
Ero Copper
ERO
$1.76B
| $27.2M | 0.02% |
1,575,649
-396,526
| -20% | -$6.84M |
|
690
Acadia Healthcare
ACHC
$2.02B
| $26.9M | 0.02% |
382,598
+32,504
| +9% | +$2.29M |
|
691
NMI Holdings
NMIH
$3.1B
| $26.8M | 0.02% |
988,812
+102,857
| +12% | +$2.79M |
|
692
Dana Inc
DAN
$2.77B
| $26.8M | 0.02% |
1,824,351
+388,633
| +27% | +$5.7M |
|
693
Fox Factory Holding Corp
FOXF
$1.19B
| $26.7M | 0.02% |
269,893
+13,552
| +5% | +$1.34M |
|
694
Cadence Bank
CADE
$6.97B
| $26.7M | 0.02% |
1,258,097
+331,097
| +36% | +$7.03M |
|
695
EastGroup Properties
EGP
$8.89B
| $26.7M | 0.02% |
160,109
+147,855
| +1,207% | +$24.6M |
|
696
Transmedics
TMDX
$3.93B
| $26.7M | 0.02% |
486,956
+355,755
| +271% | +$19.5M |
|
697
Ball Corp
BALL
$13.8B
| $26.7M | 0.02% |
535,386
-11,321
| -2% | -$564K |
|
698
Synovus
SNV
$7.18B
| $26.6M | 0.02% |
957,939
+301,604
| +46% | +$8.38M |
|
699
Bank OZK
OZK
$5.9B
| $26.6M | 0.02% |
716,297
+178,620
| +33% | +$6.62M |
|
700
Toll Brothers
TOL
$14.1B
| $26.5M | 0.02% |
358,519
-81,320
| -18% | -$6.01M |
|