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 |
PepsiCo
PEP
|
+$264M |
| 2 |
Okta
OKTA
|
+$242M |
| 3 |
Home Depot
HD
|
+$183M |
| 4 |
Steris
STE
|
+$183M |
| 5 |
Allstate
ALL
|
+$182M |
Top Sells
| 1 |
Salesforce
CRM
|
+$411M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$348M |
| 3 |
Bio-Rad Laboratories Class A
BIO
|
+$261M |
| 4 |
Procter & Gamble
PG
|
+$250M |
| 5 |
Apple
AAPL
|
+$227M |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Financials | 15.2% |
| 3 | Healthcare | 13.62% |
| 4 | Consumer Discretionary | 13.55% |
| 5 | Industrials | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
Spotify
SPOT
$143B
| $383K | ﹤0.01% |
1,390
-9,604
| -87% | -$2.65M |
|
1952
Idacorp
IDA
$6.77B
| $382K | ﹤0.01% |
3,919
-23,968
| -86% | -$2.34M |
|
1953
Restaurant Brands International
QSR
$20.6B
| $382K | ﹤0.01% |
5,935
+1,100
| +23% | +$70.8K |
|
1954
Hooker Furnishings Corp
HOFT
$111M
| $381K | ﹤0.01% |
10,991
+3,787
| +53% | +$131K |
|
|
MFNC
1955
DELISTED
Mackinac Financial Corporation
MFNC
| $381K | ﹤0.01% |
19,266
+6,352
| +49% | +$126K |
|
1956
JELD-WEN Holding
JELD
$537M
| $380K | ﹤0.01% |
14,479
-1,552
| -10% | -$40.7K |
|
1957
Campbell Soup
CPB
$9.91B
| $379K | ﹤0.01% |
8,324
+1,674
| +25% | +$76.2K |
|
1958
Korea Electric Power
KEP
$17.2B
| $379K | ﹤0.01% |
35,069
+2,171
| +7% | +$23.5K |
|
|
NOA
1959
North American Construction
NOA
$399M
| $378K | ﹤0.01% |
24,845
+2,800
| +13% | +$42.6K |
|
|
PFPT
1960
DELISTED
Proofpoint, Inc.
PFPT
| $378K | ﹤0.01% |
2,175
+79
| +4% | +$13.7K |
|
1961
Flowserve
FLS
$7.36B
| $377K | ﹤0.01% |
9,358
+580
| +7% | +$23.4K |
|
1962
Forward Air
FWRD
$904M
| $377K | ﹤0.01% |
4,203
+801
| +24% | +$71.8K |
|
1963
IDEX
IEX
$12.1B
| $376K | ﹤0.01% |
1,711
+606
| +55% | +$133K |
|
1964
Sunrun
RUN
$3.71B
| $376K | ﹤0.01% |
6,743
-2,364
| -26% | -$132K |
|
1965
Merit Medical Systems
MMSI
$5.07B
| $375K | ﹤0.01% |
5,795
+1,601
| +38% | +$104K |
|
1966
Otis Worldwide
OTIS
$35B
| $374K | ﹤0.01% |
4,572
+939
| +26% | +$76.8K |
|
1967
Altria Group
MO
$112B
| $371K | ﹤0.01% |
7,783
-1,077
| -12% | -$51.3K |
|
1968
Viatris
VTRS
$11.6B
| $371K | ﹤0.01% |
25,969
| – | – |
|
1969
Zillow
Z
$21.3B
| $370K | ﹤0.01% |
3,031
+733
| +32% | +$89.5K |
|
1970
Hancock Whitney
HWC
$5.36B
| $368K | ﹤0.01% |
8,274
+2,143
| +35% | +$95.3K |
|
1971
Ares Management
ARES
$40.1B
| $365K | ﹤0.01% |
5,738
| – | – |
|
1972
Aviat Networks
AVNW
$306M
| $365K | ﹤0.01% |
+11,133
| New | +$365K |
|
1973
HF Sinclair
DINO
$9.56B
| $362K | ﹤0.01% |
10,998
-2,561
| -19% | -$84.3K |
|
1974
IAC Inc
IAC
$2.89B
| $358K | ﹤0.01% |
2,831
-240
| -8% | -$30.4K |
|
|
CVLY
1975
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $358K | ﹤0.01% |
17,868
+3,730
| +26% | +$74.7K |
|