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 |
NVIDIA
NVDA
|
+$311M |
| 2 |
Humana
HUM
|
+$270M |
| 3 |
Meta Platforms (Facebook)
META
|
+$256M |
| 4 |
Colgate-Palmolive
CL
|
+$163M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$160M |
Top Sells
| 1 |
Amazon
AMZN
|
+$653M |
| 2 |
Microsoft
MSFT
|
+$614M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$348M |
| 4 |
L3Harris
LHX
|
+$242M |
| 5 |
Idexx Laboratories
IDXX
|
+$238M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Healthcare | 14.17% |
| 3 | Financials | 13.99% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Kadant
KAI
$3.64B
| $893K | ﹤0.01% |
4,381
+638
| +17% | +$130K |
|
1902
Thomson Reuters
TRI
$76.5B
| $891K | ﹤0.01% |
6,645
+183
| +3% | +$24.5K |
|
1903
NovoCure
NVCR
$1.42B
| $888K | ﹤0.01% |
14,770
+3,966
| +37% | +$238K |
|
1904
Teledyne Technologies
TDY
$26B
| $887K | ﹤0.01% |
2,024
-15
| -0.7% | -$6.58K |
|
1905
Newmark Group
NMRK
$3.33B
| $887K | ﹤0.01% |
+135,797
| New | +$887K |
|
|
XIFR
1906
XPLR Infrastructure, LP
XIFR
$913M
| $887K | ﹤0.01% |
14,607
+1,147
| +9% | +$69.7K |
|
|
SGI
1907
Somnigroup International Inc.
SGI
$17.9B
| $885K | ﹤0.01% |
22,827
+130
| +0.6% | +$5.04K |
|
1908
Masimo
MASI
$7.77B
| $885K | ﹤0.01% |
4,958
+19
| +0.4% | +$3.39K |
|
1909
Federated Hermes
FHI
$4.09B
| $883K | ﹤0.01% |
22,078
+401
| +2% | +$16K |
|
1910
Phillips Edison & Co
PECO
$4.45B
| $881K | ﹤0.01% |
27,010
+5,436
| +25% | +$177K |
|
1911
Laureate Education
LAUR
$4.36B
| $881K | ﹤0.01% |
75,821
+53,645
| +242% | +$623K |
|
1912
Entegris
ENTG
$14B
| $879K | ﹤0.01% |
10,912
+104
| +1% | +$8.38K |
|
1913
First Financial Bancorp
FFBC
$2.41B
| $878K | ﹤0.01% |
41,096
+4,867
| +13% | +$104K |
|
1914
Hillenbrand
HI
$1.74B
| $878K | ﹤0.01% |
18,463
-20,262
| -52% | -$963K |
|
1915
Bentley Systems
BSY
$15.9B
| $874K | ﹤0.01% |
20,686
+6,484
| +46% | +$274K |
|
|
CVLY
1916
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $869K | ﹤0.01% |
42,404
+264
| +0.6% | +$5.41K |
|
1917
Gulfport Energy Corp
GPOR
$3.09B
| $864K | ﹤0.01% |
10,797
+5,689
| +111% | +$455K |
|
1918
Scorpio Tankers
STNG
$3.09B
| $862K | ﹤0.01% |
15,306
-1,981
| -11% | -$112K |
|
1919
Modine Manufacturing
MOD
$8.05B
| $861K | ﹤0.01% |
38,307
+22,833
| +148% | +$513K |
|
1920
NewMarket
NEU
$7.67B
| $860K | ﹤0.01% |
2,382
+334
| +16% | +$121K |
|
1921
Dynatrace
DT
$14.4B
| $860K | ﹤0.01% |
21,261
+8,245
| +63% | +$334K |
|
1922
Zebra Technologies
ZBRA
$16.2B
| $859K | ﹤0.01% |
2,794
-365,391
| -99% | -$112M |
|
1923
Benchmark Electronics
BHE
$1.43B
| $856K | ﹤0.01% |
36,139
-37,101
| -51% | -$879K |
|
1924
VF Corp
VFC
$5.74B
| $852K | ﹤0.01% |
38,561
+281
| +0.7% | +$6.21K |
|
1925
Carter's
CRI
$1.16B
| $851K | ﹤0.01% |
12,199
+1,118
| +10% | +$78K |
|