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 | |
|---|---|---|---|---|---|---|
2051
Alkermes
ALKS
$4.52B
| $607K | ﹤0.01% |
21,543
+4,958
| +30% | +$140K |
|
2052
First United
FUNC
$235M
| $602K | ﹤0.01% |
35,302
+216
| +0.6% | +$3.68K |
|
2053
ASGN Inc
ASGN
$2.23B
| $602K | ﹤0.01% |
7,280
+2,570
| +55% | +$212K |
|
2054
LXP Industrial Trust
LXP
$2.72B
| $599K | ﹤0.01% |
58,126
+13,565
| +30% | +$140K |
|
2055
HNI Corp
HNI
$2.08B
| $599K | ﹤0.01% |
21,863
+2,196
| +11% | +$60.2K |
|
2056
Sensient Technologies
SXT
$4.29B
| $599K | ﹤0.01% |
8,053
-75
| -0.9% | -$5.58K |
|
2057
ProPhase Labs
PRPH
$18M
| $598K | ﹤0.01% |
80,166
+13,168
| +20% | +$98.2K |
|
2058
Columbia Sportswear
COLM
$2.95B
| $597K | ﹤0.01% |
6,791
+818
| +14% | +$72K |
|
2059
Philips
PHG
$26.7B
| $596K | ﹤0.01% |
37,492
+339
| +0.9% | +$5.39K |
|
2060
Franklin Financial Services
FRAF
$212M
| $596K | ﹤0.01% |
19,874
+120
| +0.6% | +$3.6K |
|
2061
BOK Financial
BOKF
$6.94B
| $596K | ﹤0.01% |
7,097
+753
| +12% | +$63.2K |
|
2062
Medifast
MED
$158M
| $595K | ﹤0.01% |
6,029
+991
| +20% | +$97.8K |
|
2063
Chesapeake Utilities
CPK
$2.89B
| $594K | ﹤0.01% |
4,693
+752
| +19% | +$95.2K |
|
2064
OSI Systems
OSIS
$4.01B
| $594K | ﹤0.01% |
5,891
+728
| +14% | +$73.4K |
|
2065
Roku
ROKU
$14.4B
| $592K | ﹤0.01% |
9,613
+3,060
| +47% | +$189K |
|
2066
Clearway Energy Class C
CWEN
$3.31B
| $591K | ﹤0.01% |
19,113
-193
| -1% | -$5.97K |
|
2067
SK Telecom
SKM
$8.43B
| $587K | ﹤0.01% |
28,643
+57
| +0.2% | +$1.17K |
|
2068
Tetra Tech
TTEK
$9.58B
| $583K | ﹤0.01% |
19,965
+180
| +0.9% | +$5.26K |
|
2069
HEICO Class A
HEI.A
$35.5B
| $582K | ﹤0.01% |
4,306
+207
| +5% | +$28K |
|
2070
Scansource
SCSC
$986M
| $582K | ﹤0.01% |
19,108
+554
| +3% | +$16.9K |
|
2071
Albertsons Companies
ACI
$10.3B
| $581K | ﹤0.01% |
27,956
-29,947
| -52% | -$622K |
|
2072
Shake Shack
SHAK
$3.98B
| $580K | ﹤0.01% |
10,659
+5,125
| +93% | +$279K |
|
|
CMLS
2073
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $580K | ﹤0.01% |
158,808
+27,625
| +21% | +$101K |
|
2074
Tyler Technologies
TYL
$23.1B
| $576K | ﹤0.01% |
1,682
+63
| +4% | +$21.6K |
|
2075
First Bancorp
FNLC
$296M
| $573K | ﹤0.01% |
22,364
+688
| +3% | +$17.6K |
|