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 |
S&P Global
SPGI
|
+$571M |
| 2 |
Advanced Micro Devices
AMD
|
+$471M |
| 3 |
Workday
WDAY
|
+$357M |
| 4 |
Exxon Mobil
XOM
|
+$323M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$278M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$769M |
| 2 |
CERN
Cerner Corp
CERN
|
+$765M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$611M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$524M |
| 5 |
Fortive
FTV
|
+$479M |
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 13.83% |
| 4 | Consumer Discretionary | 12.62% |
| 5 | Industrials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MODN
2001
DELISTED
MODEL N, INC.
MODN
| $447K | ﹤0.01% |
16,588
-209,500
| -93% | -$5.65M |
|
2002
Fonar
FONR
$97.3M
| $444K | ﹤0.01% |
23,960
+5,232
| +28% | +$97K |
|
2003
International Flavors & Fragrances
IFF
$16.8B
| $444K | ﹤0.01% |
3,380
+558
| +20% | +$73.3K |
|
2004
TransAlta
TAC
$3.8B
| $442K | ﹤0.01% |
42,699
| – | – |
|
2005
JELD-WEN Holding
JELD
$540M
| $436K | ﹤0.01% |
21,499
+3,778
| +21% | +$76.6K |
|
2006
KB Home
KBH
$4.41B
| $434K | ﹤0.01% |
13,393
-714
| -5% | -$23.1K |
|
2007
IAC Inc
IAC
$2.91B
| $430K | ﹤0.01% |
5,232
+710
| +16% | +$58.4K |
|
2008
Columbia Banking Systems
COLB
$7.91B
| $429K | ﹤0.01% |
13,297
-3,216
| -19% | -$104K |
|
|
SAVE
2009
DELISTED
Spirit Airlines, Inc.
SAVE
| $428K | ﹤0.01% |
19,572
+4,814
| +33% | +$105K |
|
2010
Hamilton Lane
HLNE
$6.58B
| $426K | ﹤0.01% |
5,518
+670
| +14% | +$51.7K |
|
2011
KRONOS Worldwide
KRO
$710M
| $426K | ﹤0.01% |
+27,471
| New | +$426K |
|
|
NOA
2012
North American Construction
NOA
$396M
| $422K | ﹤0.01% |
29,115
+100
| +0.3% | +$1.45K |
|
2013
Pangaea Logistics
PANL
$365M
| $421K | ﹤0.01% |
75,683
+17,878
| +31% | +$99.5K |
|
2014
Myriad Genetics
MYGN
$667M
| $418K | ﹤0.01% |
16,607
+3,027
| +22% | +$76.2K |
|
2015
Sunrun
RUN
$3.75B
| $417K | ﹤0.01% |
13,754
+2,679
| +24% | +$81.2K |
|
2016
Galapagos
GLPG
$2.09B
| $416K | ﹤0.01% |
+6,707
| New | +$416K |
|
2017
AZZ Inc
AZZ
$3.53B
| $413K | ﹤0.01% |
8,563
+1,639
| +24% | +$79.1K |
|
2018
UNIFI
UFI
$83.9M
| $409K | ﹤0.01% |
22,580
+3,592
| +19% | +$65.1K |
|
|
PAMT
2019
PAMT CORP Common Stock
PAMT
$256M
| $408K | ﹤0.01% |
11,734
+4,796
| +69% | +$167K |
|
2020
Vail Resorts
MTN
$5.35B
| $407K | ﹤0.01% |
1,565
+280
| +22% | +$72.8K |
|
2021
Exact Sciences
EXAS
$10.3B
| $403K | ﹤0.01% |
5,760
+817
| +17% | +$57.2K |
|
2022
Shenandoah Telecom
SHEN
$765M
| $403K | ﹤0.01% |
17,097
-66,564
| -80% | -$1.57M |
|
|
IAA
2023
DELISTED
IAA, Inc. Common Stock
IAA
| $403K | ﹤0.01% |
10,548
+1,353
| +15% | +$51.7K |
|
2024
Blackbaud
BLKB
$3.4B
| $399K | ﹤0.01% |
6,669
+710
| +12% | +$42.5K |
|
2025
The ONE Group
STKS
$81.4M
| $399K | ﹤0.01% |
37,952
+6,305
| +20% | +$66.3K |
|