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 |
S&P Global
SPGI
|
$571M |
| 2 |
Advanced Micro Devices
AMD
|
$471M |
| 3 |
Workday
WDAY
|
$357M |
| 4 |
Exxon Mobil
XOM
|
$323M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$278M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$769M |
| 2 |
CERN
Cerner Corp
CERN
|
$765M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$611M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$524M |
| 5 |
Fortive
FTV
|
$479M |
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 13.83% |
| 4 | Consumer Discretionary | 12.62% |
| 5 | Industrials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
BorgWarner
BWA
$9.53B
| $232M | 0.16% |
6,783,908
+828,782
| +14% | +$28.4M |
|
152
Wingstop
WING
$8.65B
| $229M | 0.16% |
1,948,040
+108,916
| +6% | +$12.8M |
|
153
Wabtec
WAB
$33B
| $229M | 0.16% |
2,376,980
+5,938
| +0.3% | +$571K |
|
154
Sea Limited
SE
$113B
| $225M | 0.15% |
1,876,001
+380,415
| +25% | +$45.6M |
|
155
FMC
FMC
$4.72B
| $221M | 0.15% |
1,678,555
-1,211,961
| -42% | -$159M |
|
156
Unilever
UL
$158B
| $220M | 0.15% |
4,828,818
+239,905
| +5% | +$10.9M |
|
157
Marvell Technology
MRVL
$54.6B
| $220M | 0.15% |
3,061,191
-878,047
| -22% | -$63M |
|
158
US Bancorp
USB
$75.9B
| $217M | 0.15% |
4,088,963
+148,408
| +4% | +$7.89M |
|
|
CTLT
159
DELISTED
CATALENT, INC.
CTLT
| $216M | 0.15% |
1,944,127
-51,141
| -3% | -$5.67M |
|
160
Bank of America
BAC
$369B
| $215M | 0.15% |
5,223,118
-1,076,568
| -17% | -$44.4M |
|
161
Prosperity Bancshares
PB
$6.46B
| $215M | 0.15% |
3,098,134
+931,585
| +43% | +$64.6M |
|
|
BECN
162
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $215M | 0.15% |
3,622,807
+285,685
| +9% | +$16.9M |
|
163
Eversource Energy
ES
$23.6B
| $214M | 0.15% |
2,429,982
-265,484
| -10% | -$23.4M |
|
|
BDXB
164
DELISTED
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B
BDXB
| $211M | 0.14% |
4,000,267
-38,239
| -0.9% | -$2.02M |
|
165
Oshkosh
OSK
$8.93B
| $211M | 0.14% |
2,094,143
+770,298
| +58% | +$77.5M |
|
166
EOG Resources
EOG
$64.4B
| $207M | 0.14% |
1,737,205
+26,510
| +2% | +$3.16M |
|
167
Eastman Chemical
EMN
$7.93B
| $205M | 0.14% |
1,825,502
+1,811,365
| +12,813% | +$203M |
|
168
Fox Class B
FOX
$24.9B
| $204M | 0.14% |
5,635,775
-51,853
| -0.9% | -$1.88M |
|
169
Datadog
DDOG
$47.5B
| $203M | 0.14% |
1,342,370
+181,539
| +16% | +$27.5M |
|
170
Republic Services
RSG
$71.7B
| $203M | 0.14% |
1,528,659
-237,657
| -13% | -$31.5M |
|
171
Hilton Worldwide
HLT
$64B
| $202M | 0.14% |
1,334,496
+82,092
| +7% | +$12.5M |
|
172
Spectrum Brands
SPB
$1.38B
| $200M | 0.14% |
2,255,826
+285,748
| +15% | +$25.4M |
|
173
Manhattan Associates
MANH
$13B
| $198M | 0.14% |
1,426,576
+94,313
| +7% | +$13.1M |
|
174
Cadence Design Systems
CDNS
$95.6B
| $197M | 0.13% |
1,198,262
-433,719
| -27% | -$71.3M |
|
175
JB Hunt Transport Services
JBHT
$13.9B
| $195M | 0.13% |
973,111
-110,705
| -10% | -$22.2M |
|