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 | |
|---|---|---|---|---|---|---|
801
Credo Technology Group
CRDO
$27.9B
| $20.2M | 0.02% |
1,323,251
+537,143
| +68% | +$8.19M |
|
802
Bank of Hawaii
BOH
$2.73B
| $20.1M | 0.02% |
404,849
+55,876
| +16% | +$2.78M |
|
803
Steel Dynamics
STLD
$19.3B
| $19.9M | 0.02% |
185,904
+38,423
| +26% | +$4.12M |
|
804
Opendoor
OPEN
$6.84B
| $19.8M | 0.02% |
7,503,351
+4,751,425
| +173% | +$12.5M |
|
805
Permian Resources
PR
$9.68B
| $19.7M | 0.02% |
1,409,529
+29,791
| +2% | +$416K |
|
806
Ciena
CIEN
$18.5B
| $19.6M | 0.02% |
415,561
-188,126
| -31% | -$8.89M |
|
807
Suncor Energy
SU
$50.8B
| $19.6M | 0.02% |
570,625
+174,080
| +44% | +$5.99M |
|
808
Goosehead Insurance
GSHD
$2.06B
| $19.6M | 0.02% |
263,122
-56,278
| -18% | -$4.19M |
|
809
Navient
NAVI
$1.29B
| $19.6M | 0.02% |
1,138,526
+78,186
| +7% | +$1.35M |
|
810
nCino
NCNO
$3.47B
| $19.6M | 0.02% |
615,021
+22,015
| +4% | +$700K |
|
811
Texas Capital Bancshares
TCBI
$4B
| $19.5M | 0.02% |
330,829
-2,347
| -0.7% | -$138K |
|
812
Equity Residential
EQR
$25.5B
| $19.5M | 0.02% |
331,830
+14,770
| +5% | +$867K |
|
813
Idacorp
IDA
$6.81B
| $19.5M | 0.02% |
207,725
+6,430
| +3% | +$602K |
|
814
Ingles Markets
IMKTA
$1.32B
| $19.4M | 0.02% |
257,857
+22,400
| +10% | +$1.69M |
|
815
Oxford Industries
OXM
$708M
| $19.3M | 0.01% |
200,637
+26,532
| +15% | +$2.55M |
|
816
Titan Machinery
TITN
$452M
| $19.2M | 0.01% |
721,521
+509,919
| +241% | +$13.6M |
|
817
IBEX
IBEX
$550M
| $19.1M | 0.01% |
1,238,785
+214,484
| +21% | +$3.31M |
|
818
StoneX
SNEX
$5.07B
| $19.1M | 0.01% |
442,883
+46,395
| +12% | +$2M |
|
819
International Seaways
INSW
$2.33B
| $19.1M | 0.01% |
423,943
+116,923
| +38% | +$5.26M |
|
820
Vaxcyte
PCVX
$4.18B
| $19M | 0.01% |
371,742
+9,099
| +3% | +$464K |
|
821
Silicon Laboratories
SLAB
$4.42B
| $18.9M | 0.01% |
163,123
+6,554
| +4% | +$760K |
|
|
DFS
822
DELISTED
Discover Financial Services
DFS
| $18.8M | 0.01% |
216,995
+37,466
| +21% | +$3.25M |
|
823
Excelerate Energy
EE
$766M
| $18.8M | 0.01% |
1,101,250
+7,922
| +0.7% | +$135K |
|
824
Wayfair
W
$11.4B
| $18.7M | 0.01% |
308,168
+101,270
| +49% | +$6.13M |
|
825
Sempra
SRE
$55B
| $18.6M | 0.01% |
274,057
+4,177
| +2% | +$284K |
|