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 |
Salesforce
CRM
|
+$306M |
| 2 |
Church & Dwight Co
CHD
|
+$182M |
| 3 |
Lattice Semiconductor
LSCC
|
+$165M |
| 4 |
UnitedHealth
UNH
|
+$157M |
| 5 |
Meta Platforms (Facebook)
META
|
+$149M |
Top Sells
| 1 |
Humana
HUM
|
+$292M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$265M |
| 3 |
Air Products & Chemicals
APD
|
+$200M |
| 4 |
HES
Hess
HES
|
+$191M |
| 5 |
Idexx Laboratories
IDXX
|
+$182M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 12.47% |
| 4 | Consumer Discretionary | 12.31% |
| 5 | Industrials | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Aflac
AFL
$56.9B
| $162M | 0.11% |
1,966,588
-766,131
| -28% | -$63.2M |
|
202
Commerce Bancshares
CBSH
$8.11B
| $162M | 0.11% |
3,184,056
+1,690,442
| +113% | +$86M |
|
203
BCE
BCE
$22.7B
| $162M | 0.11% |
4,102,340
+532,017
| +15% | +$20.9M |
|
204
Edwards Lifesciences
EW
$47.1B
| $161M | 0.11% |
2,116,329
-271,810
| -11% | -$20.7M |
|
205
Timken Company
TKR
$5.37B
| $159M | 0.11% |
1,986,423
+159,876
| +9% | +$12.8M |
|
206
Pool Corp
POOL
$12.5B
| $157M | 0.11% |
393,172
+11,103
| +3% | +$4.43M |
|
207
Magnolia Oil & Gas
MGY
$4.34B
| $156M | 0.11% |
7,327,523
+1,317,570
| +22% | +$28.1M |
|
208
Kulicke & Soffa
KLIC
$1.99B
| $155M | 0.11% |
2,840,973
+19,375
| +0.7% | +$1.06M |
|
209
Palantir
PLTR
$370B
| $155M | 0.11% |
9,037,617
+1,869,078
| +26% | +$32.1M |
|
210
Mettler-Toledo International
MTD
$27.1B
| $155M | 0.11% |
127,926
-17,985
| -12% | -$21.8M |
|
211
Lockheed Martin
LMT
$107B
| $154M | 0.11% |
340,748
-150,550
| -31% | -$68.2M |
|
212
Gartner
IT
$18.7B
| $154M | 0.11% |
340,855
+40,749
| +14% | +$18.4M |
|
213
Atlassian
TEAM
$45.3B
| $153M | 0.11% |
644,363
+214,251
| +50% | +$51M |
|
214
Valley National Bancorp
VLY
$6.02B
| $153M | 0.11% |
14,069,334
+1,043,804
| +8% | +$11.3M |
|
215
Evergy
EVRG
$16.3B
| $152M | 0.1% |
2,915,101
+244,188
| +9% | +$12.7M |
|
216
Synopsys
SNPS
$113B
| $150M | 0.1% |
291,059
+170,730
| +142% | +$87.9M |
|
217
MSC Industrial Direct
MSM
$5.17B
| $150M | 0.1% |
1,476,802
-729,133
| -33% | -$73.8M |
|
218
Omnicom Group
OMC
$15.3B
| $149M | 0.1% |
1,725,151
+64,416
| +4% | +$5.57M |
|
219
Sherwin-Williams
SHW
$93.6B
| $147M | 0.1% |
472,664
+52,671
| +13% | +$16.4M |
|
|
GMS
220
DELISTED
GMS Inc
GMS
| $147M | 0.1% |
1,786,137
+149,842
| +9% | +$12.4M |
|
221
Alibaba
BABA
$337B
| $145M | 0.1% |
1,869,909
-1,638,483
| -47% | -$127M |
|
222
SouthState Bank Corporation
SSB
$10.3B
| $145M | 0.1% |
1,714,386
-217,205
| -11% | -$18.3M |
|
223
Northern Oil and Gas
NOG
$2.41B
| $142M | 0.1% |
3,837,280
+1,274,884
| +50% | +$47.3M |
|
224
WEC Energy
WEC
$34.6B
| $142M | 0.1% |
1,685,083
+219,969
| +15% | +$18.5M |
|
225
Eaton
ETN
$136B
| $141M | 0.1% |
586,172
-61,122
| -9% | -$14.7M |
|