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 |
Meta Platforms (Facebook)
META
|
+$769M |
| 2 |
Kenvue
KVUE
|
+$204M |
| 3 |
Entegris
ENTG
|
+$176M |
| 4 |
Merck
MRK
|
+$148M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$143M |
Top Sells
| 1 |
Nike
NKE
|
+$278M |
| 2 |
Visa
V
|
+$272M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$228M |
| 4 |
Allstate
ALL
|
+$188M |
| 5 |
Wingstop
WING
|
+$165M |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Financials | 13.26% |
| 3 | Healthcare | 12.3% |
| 4 | Consumer Discretionary | 12.01% |
| 5 | Industrials | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lattice Semiconductor
LSCC
$8.99B
| $240M | 0.15% |
3,074,175
+228,205
| +8% | +$17.9M |
|
127
Deckers Outdoor
DECK
$17.7B
| $240M | 0.15% |
1,528,548
-171,720
| -10% | -$26.9M |
|
128
DocuSign
DOCU
$16.1B
| $240M | 0.15% |
4,024,374
-10,211
| -0.3% | -$608K |
|
129
Advanced Drainage Systems
WMS
$11.1B
| $239M | 0.15% |
1,389,650
-28,537
| -2% | -$4.92M |
|
130
Hilton Worldwide
HLT
$64.8B
| $239M | 0.15% |
1,120,562
-2,164
| -0.2% | -$462K |
|
131
Old National Bancorp
ONB
$8.94B
| $238M | 0.15% |
13,682,298
+1,281,157
| +10% | +$22.3M |
|
132
HubSpot
HUBS
$25.9B
| $238M | 0.15% |
379,764
+16,075
| +4% | +$10.1M |
|
133
Emerson Electric
EMR
$76.6B
| $236M | 0.15% |
2,084,496
-486,999
| -19% | -$55.2M |
|
134
Universal Health Services
UHS
$12.2B
| $236M | 0.15% |
1,293,408
-474,098
| -27% | -$86.5M |
|
135
Timken Company
TKR
$5.42B
| $235M | 0.15% |
2,688,503
+702,080
| +35% | +$61.4M |
|
136
NXP Semiconductors
NXPI
$55.5B
| $235M | 0.15% |
948,525
+75,601
| +9% | +$18.7M |
|
|
PXD
137
DELISTED
Pioneer Natural Resource Co.
PXD
| $235M | 0.15% |
894,533
-102,275
| -10% | -$26.8M |
|
138
Booz Allen Hamilton
BAH
$12.9B
| $234M | 0.15% |
1,576,408
-80,631
| -5% | -$12M |
|
139
Copart
CPRT
$47.1B
| $234M | 0.15% |
4,037,856
+228,499
| +6% | +$13.2M |
|
140
Manhattan Associates
MANH
$13.1B
| $234M | 0.15% |
933,789
-70,714
| -7% | -$17.7M |
|
141
Realty Income
O
$55.3B
| $230M | 0.14% |
4,255,350
-978,154
| -19% | -$52.9M |
|
142
Ferguson
FERG
$42.6B
| $229M | 0.14% |
1,049,183
+122,303
| +13% | +$26.7M |
|
143
Broadcom
AVGO
$1.71T
| $228M | 0.14% |
1,723,660
+790,000
| +85% | +$105M |
|
144
Willis Towers Watson
WTW
$33.1B
| $226M | 0.14% |
821,602
+100,329
| +14% | +$27.6M |
|
145
Boston Scientific
BSX
$152B
| $224M | 0.14% |
3,275,307
-156,343
| -5% | -$10.7M |
|
146
SBA Communications
SBAC
$21.4B
| $223M | 0.14% |
1,030,855
-34,428
| -3% | -$7.46M |
|
147
Starbucks
SBUX
$92.8B
| $222M | 0.14% |
2,432,509
+229,815
| +10% | +$21M |
|
148
Magnolia Oil & Gas
MGY
$4.43B
| $222M | 0.14% |
8,541,826
+1,214,303
| +17% | +$31.5M |
|
149
FNB Corp
FNB
$5.93B
| $220M | 0.14% |
15,616,032
+1,699,730
| +12% | +$24M |
|
150
Acuity Brands
AYI
$10.4B
| $219M | 0.14% |
814,984
-60,487
| -7% | -$16.3M |
|