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 |
MarketAxess Holdings
MKTX
|
+$259M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Duke Energy
DUK
|
+$192M |
| 4 |
Colgate-Palmolive
CL
|
+$187M |
| 5 |
Labcorp
LH
|
+$168M |
Top Sells
| 1 |
Emerson Electric
EMR
|
+$252M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$246M |
| 3 |
Quest Diagnostics
DGX
|
+$218M |
| 4 |
Aflac
AFL
|
+$149M |
| 5 |
nVent Electric
NVT
|
+$129M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 15.07% |
| 4 | Consumer Discretionary | 10.54% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TPC
1501
Tutor Perini Corporation
TPC
$3.37B
| $2.33M | ﹤0.01% |
308,296
+74,510
| +32% | +$563K |
|
1502
Cincinnati Financial
CINF
$24.5B
| $2.33M | ﹤0.01% |
22,724
+2,817
| +14% | +$288K |
|
1503
Forestar Group
FOR
$1.41B
| $2.31M | ﹤0.01% |
149,920
+49,412
| +49% | +$761K |
|
1504
SmartFinancial
SMBK
$627M
| $2.29M | ﹤0.01% |
83,254
+20,075
| +32% | +$552K |
|
1505
Methode Electronics
MEI
$287M
| $2.29M | ﹤0.01% |
51,592
-3,744
| -7% | -$166K |
|
1506
Avantis Real Estate ETF
AVRE
$650M
| $2.28M | ﹤0.01% |
+55,568
| New | +$2.28M |
|
1507
Camden Property Trust
CPT
$11.7B
| $2.27M | ﹤0.01% |
20,325
-182,167
| -90% | -$20.4M |
|
1508
Northrim BanCorp
NRIM
$504M
| $2.27M | ﹤0.01% |
41,609
+6,872
| +20% | +$375K |
|
1509
Polaris
PII
$3.22B
| $2.26M | ﹤0.01% |
22,405
-115,957
| -84% | -$11.7M |
|
1510
U-Haul Holding Co Series N
UHAL.B
$9.87B
| $2.24M | ﹤0.01% |
+40,752
| New | +$2.24M |
|
1511
West Bancorporation
WTBA
$344M
| $2.22M | ﹤0.01% |
87,068
+2,111
| +2% | +$53.9K |
|
1512
Carlisle Companies
CSL
$15.6B
| $2.22M | ﹤0.01% |
9,431
+3,563
| +61% | +$840K |
|
1513
Oppenheimer Holdings
OPY
$806M
| $2.22M | ﹤0.01% |
52,409
+4,542
| +9% | +$192K |
|
1514
Motorola Solutions
MSI
$80.3B
| $2.21M | ﹤0.01% |
8,562
+2,194
| +34% | +$565K |
|
1515
Credit Acceptance
CACC
$5.33B
| $2.2M | ﹤0.01% |
4,644
+978
| +27% | +$464K |
|
1516
Westlake Corp
WLK
$11.3B
| $2.19M | ﹤0.01% |
21,384
+5,346
| +33% | +$548K |
|
1517
Business First Bancshares
BFST
$723M
| $2.19M | ﹤0.01% |
98,722
+53,967
| +121% | +$1.19M |
|
1518
BioMarin Pharmaceuticals
BMRN
$10.4B
| $2.18M | ﹤0.01% |
21,072
+4,977
| +31% | +$515K |
|
1519
Jack Henry & Associates
JKHY
$11.7B
| $2.17M | ﹤0.01% |
12,345
+283
| +2% | +$49.7K |
|
|
PENG
1520
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $2.15M | ﹤0.01% |
+144,762
| New | +$2.15M |
|
1521
Bank of Marin Bancorp
BMRC
$398M
| $2.13M | ﹤0.01% |
64,643
+37,092
| +135% | +$1.22M |
|
1522
Carrier Global
CARR
$52.5B
| $2.12M | ﹤0.01% |
51,464
+13,979
| +37% | +$577K |
|
1523
Douglas Elliman
DOUG
$241M
| $2.12M | ﹤0.01% |
546,835
+183,695
| +51% | +$712K |
|
1524
Martin Marietta Materials
MLM
$37.1B
| $2.12M | ﹤0.01% |
6,261
+599
| +11% | +$202K |
|
1525
Apollo Global Management
APO
$79B
| $2.11M | ﹤0.01% |
33,131
-106
| -0.3% | -$6.76K |
|