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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Linde
LIN
$226B
| $229M | 0.12% |
488,335
-2,652
| -0.5% | -$1.24M |
|
152
Northern Oil and Gas
NOG
$2.48B
| $228M | 0.12% |
8,033,428
+1,080,051
| +16% | +$30.6M |
|
153
FNB Corp
FNB
$5.89B
| $225M | 0.12% |
15,429,683
+1,575,766
| +11% | +$23M |
|
154
LPL Financial
LPLA
$28.1B
| $224M | 0.12% |
597,071
+8,271
| +1% | +$3.1M |
|
155
Nasdaq
NDAQ
$53.9B
| $223M | 0.12% |
2,491,553
+8,417
| +0.3% | +$753K |
|
156
Xcel Energy
XEL
$43.4B
| $222M | 0.12% |
3,261,130
+386,894
| +13% | +$26.3M |
|
157
Zoetis
ZTS
$65.7B
| $222M | 0.12% |
1,422,494
+336,752
| +31% | +$52.5M |
|
158
Cintas
CTAS
$81.6B
| $221M | 0.12% |
990,154
+3,847
| +0.4% | +$857K |
|
159
Evergy
EVRG
$16.7B
| $218M | 0.12% |
3,168,614
-125,725
| -4% | -$8.67M |
|
160
Deere & Co
DE
$127B
| $218M | 0.12% |
428,630
+88,930
| +26% | +$45.2M |
|
161
Bank of America
BAC
$375B
| $216M | 0.12% |
4,559,646
+324,153
| +8% | +$15.3M |
|
162
Copart
CPRT
$46.8B
| $215M | 0.12% |
4,380,766
+548,301
| +14% | +$26.9M |
|
163
Lam Research
LRCX
$148B
| $215M | 0.12% |
2,203,937
+566,479
| +35% | +$55.1M |
|
164
StoneX
SNEX
$5.04B
| $214M | 0.12% |
2,352,849
+389,132
| +20% | +$35.5M |
|
165
Pinterest
PINS
$23.8B
| $214M | 0.12% |
5,968,292
+1,336,397
| +29% | +$47.9M |
|
166
Realty Income
O
$55.2B
| $214M | 0.12% |
3,706,380
+276,199
| +8% | +$15.9M |
|
167
Berkshire Hathaway Class B
BRK.B
$1.07T
| $210M | 0.11% |
432,374
-10,771
| -2% | -$5.23M |
|
168
Columbia Banking Systems
COLB
$7.8B
| $209M | 0.11% |
8,948,687
+1,381,597
| +18% | +$32.3M |
|
169
UMB Financial
UMBF
$9.16B
| $209M | 0.11% |
1,985,065
-68,942
| -3% | -$7.25M |
|
170
Air Lease Corp
AL
$7.1B
| $208M | 0.11% |
3,564,180
+883
| +0% | +$51.6K |
|
171
Atmos Energy
ATO
$26.7B
| $208M | 0.11% |
1,347,171
-117,647
| -8% | -$18.1M |
|
172
Visteon
VC
$3.4B
| $207M | 0.11% |
2,222,551
+494,820
| +29% | +$46.2M |
|
173
KLA
KLAC
$127B
| $205M | 0.11% |
228,903
+7,198
| +3% | +$6.45M |
|
174
CenterPoint Energy
CNP
$25B
| $204M | 0.11% |
5,547,383
+429,150
| +8% | +$15.8M |
|
175
Stride
LRN
$6.91B
| $203M | 0.11% |
1,395,759
+69,994
| +5% | +$10.2M |
|