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 |
Oracle
ORCL
|
+$375M |
| 2 |
Wells Fargo
WFC
|
+$370M |
| 3 |
Meta Platforms (Facebook)
META
|
+$243M |
| 4 |
Vertiv
VRT
|
+$187M |
| 5 |
Cintas
CTAS
|
+$186M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$324M |
| 2 |
RP
RealPage, Inc.
RP
|
+$294M |
| 3 |
Applied Materials
AMAT
|
+$288M |
| 4 |
Emerson Electric
EMR
|
+$241M |
| 5 |
F5
FFIV
|
+$206M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.3% |
| 3 | Consumer Discretionary | 13.92% |
| 4 | Healthcare | 13.65% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Eversource Energy
ES
$23.7B
| $143M | 0.1% |
1,647,282
-182,972
| -10% | -$15.8M |
|
227
Skyworks Solutions
SWKS
$11.1B
| $142M | 0.1% |
772,812
-170,425
| -18% | -$31.3M |
|
228
Burlington
BURL
$17.7B
| $141M | 0.1% |
472,703
-166,980
| -26% | -$49.9M |
|
229
Hershey
HSY
$38B
| $141M | 0.1% |
891,529
+280,417
| +46% | +$44.4M |
|
230
Ball Corp
BALL
$13.7B
| $141M | 0.1% |
1,658,040
-167,337
| -9% | -$14.2M |
|
|
WWE
231
DELISTED
World Wrestling Entertainment
WWE
| $140M | 0.1% |
+2,581,054
| New | +$140M |
|
232
Union Pacific
UNP
$128B
| $139M | 0.1% |
631,341
-34,193
| -5% | -$7.54M |
|
|
COHR
233
DELISTED
Coherent Inc
COHR
| $139M | 0.1% |
549,495
+85,220
| +18% | +$21.6M |
|
234
Spectrum Brands
SPB
$1.35B
| $139M | 0.1% |
1,631,078
+270,204
| +20% | +$23M |
|
235
Valley National Bancorp
VLY
$6B
| $138M | 0.1% |
10,021,672
+2,189,712
| +28% | +$30.1M |
|
236
Mettler-Toledo International
MTD
$26.5B
| $137M | 0.1% |
118,743
+563
| +0.5% | +$651K |
|
237
NextEra Energy, Inc.
NEE
$144B
| $136M | 0.1% |
1,795,792
+85,949
| +5% | +$6.5M |
|
238
Lithia Motors
LAD
$8.84B
| $135M | 0.1% |
345,273
-29,932
| -8% | -$11.7M |
|
239
Workday
WDAY
$61.6B
| $133M | 0.1% |
535,836
+190,045
| +55% | +$47.2M |
|
240
Penske Automotive Group
PAG
$12.3B
| $133M | 0.1% |
1,652,414
+348,757
| +27% | +$28M |
|
241
Baker Hughes
BKR
$44.8B
| $133M | 0.1% |
6,133,610
+2,824,868
| +85% | +$61M |
|
242
Textron
TXT
$14.4B
| $132M | 0.1% |
2,351,895
-465,351
| -17% | -$26.1M |
|
243
Simon Property Group
SPG
$58.6B
| $132M | 0.1% |
1,157,331
+684,307
| +145% | +$77.9M |
|
244
American Century US Quality Growth ETF
QGRO
$1.96B
| $131M | 0.1% |
2,040,180
-84,215
| -4% | -$5.41M |
|
|
HZNP
245
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $131M | 0.1% |
1,419,618
+306,417
| +28% | +$28.2M |
|
246
Brink's
BCO
$4.82B
| $131M | 0.1% |
1,647,171
+223,306
| +16% | +$17.7M |
|
247
Match Group
MTCH
$9.19B
| $129M | 0.1% |
942,265
+34,550
| +4% | +$4.75M |
|
248
Bio-Techne
TECH
$8.43B
| $129M | 0.1% |
1,354,944
+793,032
| +141% | +$75.7M |
|
249
Marvell Technology
MRVL
$57.6B
| $129M | 0.09% |
2,635,489
+38,110
| +1% | +$1.87M |
|
250
Cummins
CMI
$54.4B
| $129M | 0.09% |
497,575
-74,581
| -13% | -$19.3M |
|