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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Five Below
FIVE
$7.71B
| $202M | 0.11% |
1,540,501
+365,426
| +31% | +$47.9M |
|
177
Targa Resources
TRGP
$35.8B
| $199M | 0.11% |
1,140,593
+116,340
| +11% | +$20.3M |
|
178
Reliance Steel & Aluminium
RS
$15.3B
| $197M | 0.11% |
626,890
+38,012
| +6% | +$11.9M |
|
179
Public Storage
PSA
$51.3B
| $196M | 0.11% |
667,098
-83,688
| -11% | -$24.6M |
|
180
Comcast
CMCSA
$122B
| $196M | 0.11% |
5,481,141
+741,725
| +16% | +$26.5M |
|
181
Danaher
DHR
$136B
| $195M | 0.11% |
989,557
+70,188
| +8% | +$13.9M |
|
182
Avnet
AVT
$4.46B
| $193M | 0.1% |
3,627,260
-253,605
| -7% | -$13.5M |
|
183
On Holding
ONON
$14B
| $192M | 0.1% |
3,692,568
+839,754
| +29% | +$43.7M |
|
184
International Bancshares
IBOC
$4.39B
| $192M | 0.1% |
2,885,687
+466,929
| +19% | +$31.1M |
|
185
Webster Financial
WBS
$10.2B
| $189M | 0.1% |
3,453,778
+438,131
| +15% | +$23.9M |
|
186
Emcor
EME
$28.2B
| $187M | 0.1% |
349,517
+100,144
| +40% | +$53.6M |
|
187
Xylem
XYL
$34.5B
| $187M | 0.1% |
1,444,553
-179,637
| -11% | -$23.2M |
|
188
Equity Residential
EQR
$25.4B
| $186M | 0.1% |
2,749,362
+156,990
| +6% | +$10.6M |
|
189
L3Harris
LHX
$52.2B
| $185M | 0.1% |
736,226
-147,556
| -17% | -$37M |
|
190
Sprouts Farmers Market
SFM
$13.3B
| $182M | 0.1% |
1,106,330
+298,556
| +37% | +$49.2M |
|
191
Canadian Pacific Kansas City
CP
$68.9B
| $182M | 0.1% |
2,295,203
-4,013
| -0.2% | -$318K |
|
192
GE HealthCare
GEHC
$34.9B
| $182M | 0.1% |
2,453,509
+660,637
| +37% | +$48.9M |
|
193
Axos Financial
AX
$5.17B
| $181M | 0.1% |
2,378,121
+226,892
| +11% | +$17.3M |
|
194
SouthState Bank Corporation
SSB
$10.2B
| $179M | 0.1% |
1,948,379
+178,842
| +10% | +$16.5M |
|
195
Burlington
BURL
$16.8B
| $179M | 0.1% |
767,436
+30,750
| +4% | +$7.15M |
|
196
ICICI Bank
IBN
$115B
| $176M | 0.1% |
5,244,530
+669,778
| +15% | +$22.5M |
|
197
SLM Corp
SLM
$5.86B
| $175M | 0.1% |
5,350,217
+24,943
| +0.5% | +$818K |
|
198
HubSpot
HUBS
$25.9B
| $175M | 0.09% |
313,914
+16,748
| +6% | +$9.32M |
|
199
HEICO
HEI
$44.4B
| $173M | 0.09% |
528,145
+215,530
| +69% | +$70.7M |
|
200
Tractor Supply
TSCO
$32.1B
| $173M | 0.09% |
3,278,557
+8,312
| +0.3% | +$439K |
|