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
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Exact Sciences
EXAS
$10.2B
| $843K | ﹤0.01% |
12,363
+488
| +4% | +$33.3K |
|
2052
IAC Inc
IAC
$2.89B
| $842K | ﹤0.01% |
20,365
+4,548
| +29% | +$188K |
|
2053
Globant
GLOB
$2.47B
| $839K | ﹤0.01% |
4,239
+725
| +21% | +$143K |
|
2054
Aecom
ACM
$16.8B
| $837K | ﹤0.01% |
10,078
+755
| +8% | +$62.7K |
|
2055
Beam Therapeutics
BEAM
$2.08B
| $836K | ﹤0.01% |
+34,770
| New | +$836K |
|
2056
Encompass Health
EHC
$12.7B
| $831K | ﹤0.01% |
12,378
+3,244
| +36% | +$218K |
|
|
CMLS
2057
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $830K | ﹤0.01% |
163,115
+3,766
| +2% | +$19.2K |
|
2058
TriMas Corp
TRS
$1.59B
| $830K | ﹤0.01% |
33,516
+7,940
| +31% | +$197K |
|
2059
OraSure Technologies
OSUR
$242M
| $826K | ﹤0.01% |
139,335
+89,544
| +180% | +$531K |
|
2060
FirstCash
FCFS
$6.49B
| $826K | ﹤0.01% |
8,225
+1,323
| +19% | +$133K |
|
2061
Select Water Solutions
WTTR
$946M
| $825K | ﹤0.01% |
103,802
+57,224
| +123% | +$455K |
|
2062
McCormick & Company Non-Voting
MKC
$18.5B
| $825K | ﹤0.01% |
10,908
+1,937
| +22% | +$147K |
|
2063
Apple Hospitality REIT
APLE
$2.98B
| $816K | ﹤0.01% |
53,180
+2,759
| +5% | +$42.3K |
|
2064
Casella Waste Systems
CWST
$5.79B
| $816K | ﹤0.01% |
10,690
+651
| +6% | +$49.7K |
|
2065
IMAX
IMAX
$1.74B
| $812K | ﹤0.01% |
42,040
+14,584
| +53% | +$282K |
|
2066
PENN Entertainment
PENN
$2.86B
| $810K | ﹤0.01% |
35,305
-1,785,805
| -98% | -$41M |
|
2067
Cushman & Wakefield
CWK
$3.85B
| $807K | ﹤0.01% |
105,950
+28,354
| +37% | +$216K |
|
2068
Matthews International
MATW
$763M
| $802K | ﹤0.01% |
20,610
+6,286
| +44% | +$245K |
|
2069
Verint Systems
VRNT
$1.23B
| $800K | ﹤0.01% |
34,817
+13,977
| +67% | +$321K |
|
2070
Azenta
AZTA
$1.36B
| $800K | ﹤0.01% |
15,947
+3,758
| +31% | +$189K |
|
2071
Tanger
SKT
$3.86B
| $800K | ﹤0.01% |
35,396
+14,417
| +69% | +$326K |
|
|
TCN
2072
DELISTED
Tricon Residential Inc.
TCN
| $800K | ﹤0.01% |
108,168
+29,038
| +37% | +$215K |
|
|
CTLT
2073
DELISTED
CATALENT, INC.
CTLT
| $798K | ﹤0.01% |
17,533
+1,545
| +10% | +$70.3K |
|
2074
Motorcar Parts of America
MPAA
$305M
| $797K | ﹤0.01% |
98,543
+18,396
| +23% | +$149K |
|
2075
IPG Photonics
IPGP
$3.38B
| $797K | ﹤0.01% |
7,846
+237
| +3% | +$24.1K |
|