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
|
+$250M |
| 2 |
Workday
WDAY
|
+$183M |
| 3 |
Apple
AAPL
|
+$178M |
| 4 |
Eli Lilly
LLY
|
+$172M |
| 5 |
GE Vernova
GEV
|
+$159M |
Top Sells
| 1 |
Visa
V
|
+$494M |
| 2 |
Colgate-Palmolive
CL
|
+$234M |
| 3 |
NXP Semiconductors
NXPI
|
+$184M |
| 4 |
Duke Energy
DUK
|
+$176M |
| 5 |
Intuitive Surgical
ISRG
|
+$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Harmony Gold Mining
HMY
$9.54B
| $31.9M | 0.02% |
3,140,953
-150,907
| -5% | -$1.53M |
|
802
Ingles Markets
IMKTA
$1.32B
| $31.9M | 0.02% |
428,035
+58,851
| +16% | +$4.39M |
|
803
Repay Holdings
RPAY
$509M
| $31.9M | 0.02% |
3,904,464
+1,371,747
| +54% | +$11.2M |
|
804
Super Micro Computer
SMCI
$26.1B
| $31.8M | 0.02% |
763,160
-555,390
| -42% | -$23.1M |
|
805
Shinhan Financial Group
SHG
$23.7B
| $31.5M | 0.02% |
743,453
+96,704
| +15% | +$4.1M |
|
806
United Airlines
UAL
$35.4B
| $31.4M | 0.02% |
550,159
+61,519
| +13% | +$3.51M |
|
807
Select Water Solutions
WTTR
$954M
| $31.4M | 0.02% |
2,819,404
+909,339
| +48% | +$10.1M |
|
808
Devon Energy
DVN
$22.4B
| $31.3M | 0.02% |
801,246
-508,703
| -39% | -$19.9M |
|
809
Texas Roadhouse
TXRH
$11.1B
| $31.3M | 0.02% |
177,426
+22,615
| +15% | +$3.99M |
|
810
Western Alliance Bancorporation
WAL
$9.89B
| $31.2M | 0.02% |
360,263
+13,777
| +4% | +$1.19M |
|
811
Palo Alto Networks
PANW
$133B
| $31.1M | 0.02% |
182,036
-40,610
| -18% | -$6.94M |
|
812
Fifth Third Bancorp
FITB
$30B
| $31.1M | 0.02% |
725,561
+21,777
| +3% | +$933K |
|
813
Amphastar Pharmaceuticals
AMPH
$1.33B
| $31M | 0.02% |
639,592
-100,816
| -14% | -$4.89M |
|
|
TPC
814
Tutor Perini Corporation
TPC
$3.32B
| $31M | 0.02% |
1,142,211
+382,546
| +50% | +$10.4M |
|
815
Trustmark
TRMK
$2.44B
| $30.9M | 0.02% |
971,706
-14,616
| -1% | -$465K |
|
816
Steel Dynamics
STLD
$19.7B
| $30.9M | 0.02% |
245,132
+19,893
| +9% | +$2.51M |
|
817
Ulta Beauty
ULTA
$23.4B
| $30.9M | 0.02% |
79,396
+5,795
| +8% | +$2.25M |
|
818
AES
AES
$9.15B
| $30.9M | 0.02% |
1,538,573
+184,719
| +14% | +$3.71M |
|
819
Intuit
INTU
$184B
| $30.9M | 0.02% |
49,689
-1,765
| -3% | -$1.1M |
|
820
Kimbell Royalty Partners
KRP
$1.28B
| $30.8M | 0.02% |
1,913,564
+405,433
| +27% | +$6.52M |
|
821
Expeditors International
EXPD
$16.7B
| $30.7M | 0.02% |
233,564
+25,383
| +12% | +$3.34M |
|
822
Manulife Financial
MFC
$54B
| $30.7M | 0.02% |
1,038,098
+39,608
| +4% | +$1.17M |
|
823
Chemours
CC
$2.51B
| $30.7M | 0.02% |
1,509,583
-302,374
| -17% | -$6.14M |
|
824
Comstock Resources
CRK
$4.69B
| $30.6M | 0.02% |
2,750,211
+479,776
| +21% | +$5.34M |
|
825
Stepan Co
SCL
$1.12B
| $30.6M | 0.02% |
396,180
+184,878
| +87% | +$14.3M |
|