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
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
PTC
PTC
$24.6B
| $1.24M | ﹤0.01% |
8,727
+3,045
| +54% | +$431K |
|
1902
Bentley Systems
BSY
$16.1B
| $1.24M | ﹤0.01% |
24,649
+3,933
| +19% | +$197K |
|
1903
Resources Connection
RGP
$172M
| $1.23M | ﹤0.01% |
82,751
+10,934
| +15% | +$163K |
|
1904
Cousins Properties
CUZ
$4.94B
| $1.23M | ﹤0.01% |
60,441
-541,127
| -90% | -$11M |
|
1905
XPEL
XPEL
$960M
| $1.23M | ﹤0.01% |
15,960
+12,877
| +418% | +$993K |
|
1906
Fluor
FLR
$6.63B
| $1.23M | ﹤0.01% |
33,489
+1,847
| +6% | +$67.8K |
|
1907
TD Synnex
SNX
$12.5B
| $1.23M | ﹤0.01% |
12,282
+546
| +5% | +$54.5K |
|
1908
PJT Partners
PJT
$4.47B
| $1.23M | ﹤0.01% |
15,434
| – | – |
|
1909
ESCO Technologies
ESE
$5.38B
| $1.22M | ﹤0.01% |
11,702
+333
| +3% | +$34.8K |
|
1910
Full House Resorts
FLL
$120M
| $1.22M | ﹤0.01% |
285,520
+46,888
| +20% | +$200K |
|
1911
Kaiser Aluminum
KALU
$1.24B
| $1.21M | ﹤0.01% |
16,142
-4,872
| -23% | -$367K |
|
1912
Universal Electronics
UEIC
$62.3M
| $1.2M | ﹤0.01% |
132,962
+19,559
| +17% | +$177K |
|
1913
Roku
ROKU
$13.9B
| $1.2M | ﹤0.01% |
16,983
+4,505
| +36% | +$318K |
|
1914
Tilly's
TLYS
$57.3M
| $1.19M | ﹤0.01% |
147,106
-13,189
| -8% | -$107K |
|
1915
Victory Capital Holdings
VCTR
$4.58B
| $1.19M | ﹤0.01% |
35,811
+7,482
| +26% | +$249K |
|
1916
Climb Global Solutions
CLMB
$608M
| $1.19M | ﹤0.01% |
27,743
+18,376
| +196% | +$790K |
|
|
PARA
1917
DELISTED
Paramount Global Class B
PARA
| $1.19M | ﹤0.01% |
92,479
+2,284
| +3% | +$29.5K |
|
1918
CorVel
CRVL
$4.39B
| $1.19M | ﹤0.01% |
18,159
+8,781
| +94% | +$576K |
|
|
PACW
1919
DELISTED
PacWest Bancorp
PACW
| $1.19M | ﹤0.01% |
150,404
+129,097
| +606% | +$1.02M |
|
1920
Globus Medical
GMED
$7.93B
| $1.19M | ﹤0.01% |
23,951
+11,044
| +86% | +$548K |
|
1921
Marathon Digital Holdings
MARA
$6.04B
| $1.19M | ﹤0.01% |
139,453
+45,349
| +48% | +$385K |
|
1922
Nasdaq
NDAQ
$53.9B
| $1.19M | ﹤0.01% |
24,392
+4,482
| +23% | +$218K |
|
1923
Choice Hotels
CHH
$5.22B
| $1.18M | ﹤0.01% |
9,639
-3,752
| -28% | -$460K |
|
|
MZTI
1924
The Marzetti Company Common Stock
MZTI
$5.04B
| $1.18M | ﹤0.01% |
7,148
-2,802
| -28% | -$462K |
|
1925
Trinity Industries
TRN
$2.28B
| $1.18M | ﹤0.01% |
48,365
+14,371
| +42% | +$350K |
|