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 | |
|---|---|---|---|---|---|---|
251
Intel
INTC
$114B
| $129M | 0.09% |
2,008,901
-462,706
| -19% | -$29.6M |
|
252
UMB Financial
UMBF
$9.54B
| $128M | 0.09% |
1,390,316
+262,869
| +23% | +$24.3M |
|
253
BILL Holdings
BILL
$5.17B
| $128M | 0.09% |
+882,102
| New | +$128M |
|
254
Paycom
PAYC
$12.6B
| $128M | 0.09% |
346,540
+319
| +0.1% | +$118K |
|
255
SelectQuote
SLQT
$351M
| $128M | 0.09% |
4,344,019
+299,462
| +7% | +$8.84M |
|
256
Chegg
CHGG
$168M
| $127M | 0.09% |
1,479,488
-24,682
| -2% | -$2.11M |
|
257
Stryker
SYK
$150B
| $126M | 0.09% |
517,689
-33,269
| -6% | -$8.1M |
|
258
American Century US Quality Value ETF
VALQ
$256M
| $125M | 0.09% |
2,629,840
| – | – |
|
259
Arista Networks
ANET
$178B
| $124M | 0.09% |
6,567,072
-590,432
| -8% | -$11.1M |
|
260
TSMC
TSM
$1.3T
| $124M | 0.09% |
1,046,420
+166,457
| +19% | +$19.7M |
|
261
10x Genomics
TXG
$1.68B
| $123M | 0.09% |
680,016
+418,213
| +160% | +$75.7M |
|
262
AXIS Capital
AXS
$7.67B
| $123M | 0.09% |
2,476,116
+682,263
| +38% | +$33.8M |
|
263
Qualcomm
QCOM
$171B
| $123M | 0.09% |
925,290
+279,971
| +43% | +$37.1M |
|
264
Morgan Stanley
MS
$243B
| $122M | 0.09% |
1,575,684
+370,937
| +31% | +$28.8M |
|
265
Envista
NVST
$3.51B
| $122M | 0.09% |
2,988,455
-2,086,705
| -41% | -$85.1M |
|
266
Corning
GLW
$62B
| $121M | 0.09% |
2,780,498
+2,739,904
| +6,750% | +$119M |
|
267
Tapestry
TPR
$21.9B
| $120M | 0.09% |
2,916,731
-1,182,668
| -29% | -$48.7M |
|
268
Honeywell
HON
$136B
| $119M | 0.09% |
549,515
-9,162
| -2% | -$1.99M |
|
|
CDK
269
DELISTED
CDK Global, Inc.
CDK
| $119M | 0.09% |
2,204,596
+1,616,756
| +275% | +$87.4M |
|
270
Korn Ferry
KFY
$3.79B
| $115M | 0.08% |
1,847,540
+386,836
| +26% | +$24.1M |
|
271
Las Vegas Sands
LVS
$37.1B
| $115M | 0.08% |
1,885,990
+162,007
| +9% | +$9.84M |
|
272
Chewy
CHWY
$17.4B
| $114M | 0.08% |
1,345,021
-14,494
| -1% | -$1.23M |
|
273
Weyerhaeuser
WY
$18.7B
| $113M | 0.08% |
3,184,152
-2,688,181
| -46% | -$95.7M |
|
274
Compass Diversified
CODI
$536M
| $112M | 0.08% |
4,846,735
+422,808
| +10% | +$9.79M |
|
275
argenx
ARGX
$47B
| $112M | 0.08% |
407,153
+1,350
| +0.3% | +$372K |
|