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
|
+$311M |
| 2 |
Humana
HUM
|
+$270M |
| 3 |
Meta Platforms (Facebook)
META
|
+$256M |
| 4 |
Colgate-Palmolive
CL
|
+$163M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$160M |
Top Sells
| 1 |
Amazon
AMZN
|
+$653M |
| 2 |
Microsoft
MSFT
|
+$614M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$348M |
| 4 |
L3Harris
LHX
|
+$242M |
| 5 |
Idexx Laboratories
IDXX
|
+$238M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Healthcare | 14.17% |
| 3 | Financials | 13.99% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
OP Bancorp
OPBK
$212M
| $651K | ﹤0.01% |
72,130
+672
| +0.9% | +$6.06K |
|
2027
Allegro MicroSystems
ALGM
$5.58B
| $650K | ﹤0.01% |
13,726
+3,544
| +35% | +$168K |
|
2028
Greif
GEF
$3.51B
| $650K | ﹤0.01% |
10,445
+731
| +8% | +$45.5K |
|
2029
Alamo Group
ALG
$2.49B
| $649K | ﹤0.01% |
3,587
+590
| +20% | +$107K |
|
2030
Charles River Laboratories
CRL
$7.46B
| $648K | ﹤0.01% |
3,311
+426
| +15% | +$83.4K |
|
2031
ACI Worldwide
ACIW
$5.1B
| $647K | ﹤0.01% |
24,580
+2,949
| +14% | +$77.6K |
|
2032
Kemper
KMPR
$3.3B
| $646K | ﹤0.01% |
11,814
+1,389
| +13% | +$75.9K |
|
|
NOAH
2033
Noah Holdings
NOAH
$765M
| $646K | ﹤0.01% |
36,976
-7,383
| -17% | -$129K |
|
|
SCU
2034
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $645K | ﹤0.01% |
74,915
-44,777
| -37% | -$386K |
|
2035
BayCom
BCML
$326M
| $641K | ﹤0.01% |
37,948
+5,161
| +16% | +$87.1K |
|
2036
Braskem
BAK
$1.36B
| $640K | ﹤0.01% |
82,907
+13,207
| +19% | +$102K |
|
2037
Varonis Systems
VRNS
$6.4B
| $638K | ﹤0.01% |
+24,548
| New | +$638K |
|
2038
Collegium Pharmaceutical
COLL
$1.12B
| $636K | ﹤0.01% |
+26,523
| New | +$636K |
|
2039
MGE Energy Inc
MGEE
$3.04B
| $626K | ﹤0.01% |
8,082
+1,283
| +19% | +$99.4K |
|
2040
Primoris Services
PRIM
$6.51B
| $626K | ﹤0.01% |
25,389
-2,018
| -7% | -$49.8K |
|
2041
ePlus
PLUS
$2.03B
| $626K | ﹤0.01% |
13,065
+1,485
| +13% | +$71.1K |
|
2042
Cannae Holdings
CNNE
$1.14B
| $626K | ﹤0.01% |
30,997
+4,824
| +18% | +$97.3K |
|
2043
Sabra Healthcare REIT
SBRA
$4.52B
| $621K | ﹤0.01% |
54,023
-1,942,054
| -97% | -$22.3M |
|
2044
ESCO Technologies
ESE
$5.43B
| $621K | ﹤0.01% |
6,651
+3,518
| +112% | +$328K |
|
2045
Sunrun
RUN
$3.75B
| $621K | ﹤0.01% |
34,881
+4,695
| +16% | +$83.6K |
|
|
CSW
2046
CSW Industrials, Inc.
CSW
$4.13B
| $620K | ﹤0.01% |
4,547
+664
| +17% | +$90.6K |
|
2047
Kinetik
KNTK
$2.63B
| $618K | ﹤0.01% |
19,757
+18
| +0.1% | +$563 |
|
2048
Xoma
XOMA
$448M
| $613K | ﹤0.01% |
28,037
+7,827
| +39% | +$171K |
|
2049
Simply Good Foods
SMPL
$2.71B
| $610K | ﹤0.01% |
15,759
+4,643
| +42% | +$180K |
|
2050
CRA International
CRAI
$1.35B
| $608K | ﹤0.01% |
5,643
-6,733
| -54% | -$726K |
|