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 |
Broadcom
AVGO
|
+$701M |
| 2 |
Mastercard
MA
|
+$306M |
| 3 |
Estee Lauder
EL
|
+$248M |
| 4 |
IQVIA
IQV
|
+$178M |
| 5 |
Arista Networks
ANET
|
+$163M |
Top Sells
| 1 |
Visa
V
|
+$560M |
| 2 |
Advanced Micro Devices
AMD
|
+$524M |
| 3 |
Apple
AAPL
|
+$439M |
| 4 |
NVIDIA
NVDA
|
+$318M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$261M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Financials | 13.83% |
| 3 | Consumer Discretionary | 12.65% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Gannett
GCI
$641M
| $1.53M | ﹤0.01% |
301,927
+39,693
| +15% | +$201K |
|
|
AZPN
2102
DELISTED
Aspen Technology Inc
AZPN
| $1.53M | ﹤0.01% |
6,112
+134
| +2% | +$33.5K |
|
2103
HealthStream
HSTM
$860M
| $1.52M | ﹤0.01% |
47,832
+4,740
| +11% | +$151K |
|
2104
McGrath RentCorp
MGRC
$3.04B
| $1.52M | ﹤0.01% |
13,600
-1,190
| -8% | -$133K |
|
2105
Valvoline
VVV
$5.11B
| $1.51M | ﹤0.01% |
41,808
-34
| -0.1% | -$1.23K |
|
2106
National Vision
EYE
$1.87B
| $1.5M | ﹤0.01% |
144,335
+12,783
| +10% | +$133K |
|
2107
Velocity Financial
VEL
$714M
| $1.5M | ﹤0.01% |
76,697
+7,889
| +11% | +$154K |
|
2108
Plains GP Holdings
PAGP
$3.68B
| $1.5M | ﹤0.01% |
81,426
| – | – |
|
2109
Qiagen
QGEN
$9.84B
| $1.48M | ﹤0.01% |
32,420
| – | – |
|
2110
Teledyne Technologies
TDY
$26.1B
| $1.48M | ﹤0.01% |
3,195
+32
| +1% | +$14.9K |
|
2111
Valaris
VAL
$3.69B
| $1.48M | ﹤0.01% |
33,474
+1,117
| +3% | +$49.4K |
|
2112
Lennar Class B
LEN.B
$33.1B
| $1.47M | ﹤0.01% |
11,739
+1,146
| +11% | +$144K |
|
2113
WillScot Mobile Mini Holdings
WSC
$4.24B
| $1.47M | ﹤0.01% |
44,081
-38,190
| -46% | -$1.28M |
|
2114
Sunrun
RUN
$3.8B
| $1.47M | ﹤0.01% |
159,189
+112,402
| +240% | +$1.04M |
|
2115
Matthews International
MATW
$791M
| $1.46M | ﹤0.01% |
52,796
+5,210
| +11% | +$144K |
|
2116
Shutterstock
SSTK
$781M
| $1.46M | ﹤0.01% |
48,086
+4,984
| +12% | +$151K |
|
2117
Arcus Biosciences
RCUS
$1.23B
| $1.46M | ﹤0.01% |
97,764
+9,782
| +11% | +$146K |
|
2118
Geospace Technologies
GEOS
$221M
| $1.45M | ﹤0.01% |
145,119
-7,606
| -5% | -$76.2K |
|
2119
Full House Resorts
FLL
$126M
| $1.45M | ﹤0.01% |
356,112
+15,519
| +5% | +$63.3K |
|
2120
Intercorp Financial Services
IFS
$4.65B
| $1.45M | ﹤0.01% |
49,449
+16,158
| +49% | +$474K |
|
2121
First Financial Bankshares
FFIN
$5.04B
| $1.45M | ﹤0.01% |
40,104
-443
| -1% | -$16K |
|
2122
Willis Lease Finance
WLFC
$1.14B
| $1.44M | ﹤0.01% |
6,958
-17,199
| -71% | -$3.57M |
|
2123
Daily Journal
DJCO
$614M
| $1.44M | ﹤0.01% |
2,538
+334
| +15% | +$190K |
|
2124
iShares MSCI India ETF
INDA
$9.43B
| $1.44M | ﹤0.01% |
27,342
-90,760
| -77% | -$4.78M |
|
2125
Vanda Pharmaceuticals
VNDA
$259M
| $1.44M | ﹤0.01% |
300,276
+6,079
| +2% | +$29.1K |
|