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 |
AbbVie
ABBV
|
+$279M |
| 2 |
L3Harris
LHX
|
+$252M |
| 3 |
NVIDIA
NVDA
|
+$249M |
| 4 |
VeriSign
VRSN
|
+$217M |
| 5 |
Jacobs Solutions
J
|
+$212M |
Top Sells
| 1 |
Texas Instruments
TXN
|
+$460M |
| 2 |
Meta Platforms (Facebook)
META
|
+$426M |
| 3 |
Adobe
ADBE
|
+$374M |
| 4 |
PayPal
PYPL
|
+$304M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$278M |
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Financials | 14.96% |
| 3 | Healthcare | 14.78% |
| 4 | Consumer Discretionary | 11.09% |
| 5 | Industrials | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
Caesars Entertainment
CZR
$5.22B
| $441K | ﹤0.01% |
11,525
+2,109
| +22% | +$80.7K |
|
1952
iQIYI
IQ
$2.51B
| $439K | ﹤0.01% |
+104,478
| New | +$439K |
|
|
CMLS
1953
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $438K | ﹤0.01% |
56,648
+22,693
| +67% | +$175K |
|
1954
Kemper
KMPR
$3.35B
| $435K | ﹤0.01% |
9,072
+556
| +7% | +$26.7K |
|
1955
Royal Caribbean
RCL
$91.4B
| $435K | ﹤0.01% |
12,451
+2,078
| +20% | +$72.6K |
|
1956
Shenandoah Telecom
SHEN
$744M
| $434K | ﹤0.01% |
19,559
+2,462
| +14% | +$54.6K |
|
1957
Enova International
ENVA
$2.88B
| $432K | ﹤0.01% |
14,984
-3,272
| -18% | -$94.3K |
|
1958
Vail Resorts
MTN
$5.33B
| $432K | ﹤0.01% |
1,980
+415
| +27% | +$90.5K |
|
1959
Cavco Industries
CVCO
$4.32B
| $430K | ﹤0.01% |
2,193
-27
| -1% | -$5.29K |
|
1960
Modine Manufacturing
MOD
$7.86B
| $430K | ﹤0.01% |
40,795
-159,671
| -80% | -$1.68M |
|
1961
Myriad Genetics
MYGN
$674M
| $426K | ﹤0.01% |
23,448
+6,841
| +41% | +$124K |
|
1962
Interactive Brokers
IBKR
$28.4B
| $422K | ﹤0.01% |
30,696
-24,488
| -44% | -$337K |
|
|
PAMT
1963
PAMT CORP Common Stock
PAMT
$258M
| $422K | ﹤0.01% |
15,416
+3,682
| +31% | +$101K |
|
1964
ACI Worldwide
ACIW
$5.18B
| $421K | ﹤0.01% |
16,269
+1,419
| +10% | +$36.7K |
|
1965
CVB Financial
CVBF
$2.77B
| $419K | ﹤0.01% |
16,889
-819,628
| -98% | -$20.3M |
|
1966
DaVita
DVA
$9.52B
| $416K | ﹤0.01% |
5,206
-1,349
| -21% | -$108K |
|
1967
Clearway Energy Class A
CWEN.A
$3.21B
| $415K | ﹤0.01% |
+12,980
| New | +$415K |
|
1968
Resideo Technologies
REZI
$5.66B
| $415K | ﹤0.01% |
+21,379
| New | +$415K |
|
1969
Civeo
CVEO
$287M
| $414K | ﹤0.01% |
+16,010
| New | +$414K |
|
1970
Quad
QUAD
$333M
| $414K | ﹤0.01% |
150,656
+43,639
| +41% | +$120K |
|
|
KKR.PRC
1971
DELISTED
KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC
| $412K | ﹤0.01% |
6,938
-1,322
| -16% | -$78.5K |
|
|
PSB
1972
DELISTED
PS Business Parks, Inc.
PSB
| $410K | ﹤0.01% |
+2,190
| New | +$410K |
|
1973
Comfort Systems
FIX
$26.6B
| $407K | ﹤0.01% |
4,893
-10,353
| -68% | -$861K |
|
1974
PTC Therapeutics
PTCT
$4.85B
| $407K | ﹤0.01% |
10,170
-3,000
| -23% | -$120K |
|
|
CATC
1975
DELISTED
CAMBRIDGE BANCORP
CATC
| $405K | ﹤0.01% |
+4,897
| New | +$405K |
|