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 | |
|---|---|---|---|---|---|---|
1951
Portland General Electric
POR
$4.66B
| $1.1M | ﹤0.01% |
27,225
-500
| -2% | -$20.2K |
|
1952
Benchmark Electronics
BHE
$1.41B
| $1.09M | ﹤0.01% |
45,136
+7,330
| +19% | +$178K |
|
1953
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $1.09M | ﹤0.01% |
44,700
| – | – |
|
1954
Thomson Reuters
TRI
$78B
| $1.09M | ﹤0.01% |
8,915
+111
| +1% | +$13.6K |
|
1955
Addus HomeCare
ADUS
$2.03B
| $1.08M | ﹤0.01% |
12,723
+2,440
| +24% | +$208K |
|
1956
Mayville Engineering Co
MEC
$289M
| $1.08M | ﹤0.01% |
98,056
+1,546
| +2% | +$17K |
|
1957
GoDaddy
GDDY
$20.1B
| $1.08M | ﹤0.01% |
14,441
+838
| +6% | +$62.4K |
|
1958
Civista Bancshares
CIVB
$402M
| $1.07M | ﹤0.01% |
69,273
+23
| +0% | +$357 |
|
1959
IDEAYA Biosciences
IDYA
$2.16B
| $1.07M | ﹤0.01% |
39,655
+10,640
| +37% | +$287K |
|
1960
TripAdvisor
TRIP
$2.06B
| $1.07M | ﹤0.01% |
64,411
+13,163
| +26% | +$218K |
|
1961
Nu Holdings
NU
$75.8B
| $1.07M | ﹤0.01% |
+147,119
| New | +$1.07M |
|
1962
The ONE Group
STKS
$81.1M
| $1.06M | ﹤0.01% |
192,361
+32
| +0% | +$176 |
|
1963
Enerpac Tool Group
EPAC
$2.3B
| $1.06M | ﹤0.01% |
40,011
+11,076
| +38% | +$293K |
|
1964
Helios Technologies
HLIO
$1.8B
| $1.05M | ﹤0.01% |
18,990
-1,039
| -5% | -$57.6K |
|
1965
Arcos Dorados Holdings
ARCO
$1.43B
| $1.05M | ﹤0.01% |
111,229
-74,805
| -40% | -$708K |
|
1966
Heritage Financial
HFWA
$833M
| $1.05M | ﹤0.01% |
64,471
+41,887
| +185% | +$683K |
|
1967
Knowles
KN
$1.9B
| $1.05M | ﹤0.01% |
70,620
+16,291
| +30% | +$241K |
|
1968
Hormel Foods
HRL
$13.8B
| $1.04M | ﹤0.01% |
27,354
+1,221
| +5% | +$46.4K |
|
1969
Collegium Pharmaceutical
COLL
$1.18B
| $1.04M | ﹤0.01% |
46,480
+6,998
| +18% | +$156K |
|
1970
MillerKnoll
MLKN
$1.4B
| $1.04M | ﹤0.01% |
42,415
+16,473
| +63% | +$403K |
|
1971
Five Star Bancorp
FSBC
$701M
| $1.04M | ﹤0.01% |
51,657
+6,477
| +14% | +$130K |
|
1972
Crown Holdings
CCK
$11.2B
| $1.03M | ﹤0.01% |
11,696
+1,459
| +14% | +$129K |
|
1973
Altria Group
MO
$112B
| $1.03M | ﹤0.01% |
24,485
+3,535
| +17% | +$149K |
|
1974
Nicolet Bankshares
NIC
$2B
| $1.03M | ﹤0.01% |
14,734
+1,265
| +9% | +$88.3K |
|
|
SRC
1975
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $1.02M | ﹤0.01% |
30,563
+4,312
| +16% | +$145K |
|