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 | |
|---|---|---|---|---|---|---|
176
Eversource Energy
ES
$23.6B
| $164M | 0.13% |
1,946,046
-483,936
| -20% | -$40.9M |
|
177
Eastman Chemical
EMN
$7.93B
| $164M | 0.13% |
1,829,992
+4,490
| +0.2% | +$403K |
|
|
BECN
178
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $162M | 0.13% |
3,147,741
-475,066
| -13% | -$24.4M |
|
179
Cummins
CMI
$55.1B
| $162M | 0.13% |
834,950
+158,778
| +23% | +$30.7M |
|
180
Eli Lilly
LLY
$652B
| $160M | 0.13% |
492,547
+448,772
| +1,025% | +$146M |
|
181
Public Storage
PSA
$52.2B
| $157M | 0.13% |
501,322
+200,748
| +67% | +$62.8M |
|
182
Brink's
BCO
$4.78B
| $155M | 0.13% |
2,557,778
-116,590
| -4% | -$7.08M |
|
183
Tapestry
TPR
$21.7B
| $155M | 0.13% |
5,063,236
+247,744
| +5% | +$7.56M |
|
184
Wolfspeed
WOLF
$196M
| $154M | 0.13% |
2,434,664
+3,432
| +0.1% | +$218K |
|
185
Cencora
COR
$56.7B
| $154M | 0.13% |
1,085,390
+357,700
| +49% | +$50.6M |
|
|
WWE
186
DELISTED
World Wrestling Entertainment
WWE
| $153M | 0.13% |
2,449,607
+4,606
| +0.2% | +$288K |
|
187
Corning
GLW
$61B
| $152M | 0.12% |
4,836,837
+45,798
| +1% | +$1.44M |
|
188
Teradata
TDC
$1.99B
| $152M | 0.12% |
4,104,396
+979,336
| +31% | +$36.2M |
|
189
Capitol Federal Financial
CFFN
$846M
| $151M | 0.12% |
16,458,269
+898,901
| +6% | +$8.25M |
|
190
LPL Financial
LPLA
$26.6B
| $151M | 0.12% |
816,690
-77,157
| -9% | -$14.2M |
|
191
Coherent
COHR
$15.2B
| $150M | 0.12% |
2,949,865
+333,603
| +13% | +$17M |
|
192
HP
HPQ
$27.4B
| $150M | 0.12% |
4,579,590
-2,068,284
| -31% | -$67.8M |
|
193
Timken Company
TKR
$5.42B
| $150M | 0.12% |
2,825,949
-136,839
| -5% | -$7.26M |
|
194
Hilton Worldwide
HLT
$64B
| $149M | 0.12% |
1,336,691
+2,195
| +0.2% | +$245K |
|
195
AXIS Capital
AXS
$7.62B
| $149M | 0.12% |
2,605,506
-171,317
| -6% | -$9.78M |
|
196
Generac Holdings
GNRC
$10.6B
| $149M | 0.12% |
706,243
+90,809
| +15% | +$19.1M |
|
197
Okta
OKTA
$16.1B
| $149M | 0.12% |
1,644,870
-2,435
| -0.1% | -$220K |
|
198
Arista Networks
ANET
$180B
| $148M | 0.12% |
6,307,164
-784,928
| -11% | -$18.4M |
|
199
Graphic Packaging
GPK
$6.38B
| $145M | 0.12% |
7,081,464
-429,161
| -6% | -$8.8M |
|
200
UMB Financial
UMBF
$9.45B
| $145M | 0.12% |
1,679,002
+378,781
| +29% | +$32.6M |
|