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 | |
|---|---|---|---|---|---|---|
376
Enovis
ENOV
$1.74B
| $68M | 0.05% |
901,491
+449,858
| +100% | +$33.9M |
|
377
Iron Mountain
IRM
$28.8B
| $67.6M | 0.05% |
1,826,956
+1,238,992
| +211% | +$45.9M |
|
378
Five Below
FIVE
$8.05B
| $67.4M | 0.05% |
353,200
-93,914
| -21% | -$17.9M |
|
379
PagerDuty
PD
$1.49B
| $67.3M | 0.05% |
1,672,994
-363,079
| -18% | -$14.6M |
|
380
Zurn Elkay Water Solutions
ZWS
$7.69B
| $67.1M | 0.05% |
+2,957,108
| New | +$67.1M |
|
381
Qorvo
QRVO
$8.26B
| $66.6M | 0.05% |
364,612
+303,034
| +492% | +$55.4M |
|
382
Graco
GGG
$14.1B
| $65.5M | 0.05% |
915,167
-287,662
| -24% | -$20.6M |
|
383
Intercontinental Exchange
ICE
$98.6B
| $65.3M | 0.05% |
585,006
+32,603
| +6% | +$3.64M |
|
384
Carvana
CVNA
$50.4B
| $65.3M | 0.05% |
248,778
+67,330
| +37% | +$17.7M |
|
385
Malibu Boats
MBUU
$618M
| $65.2M | 0.05% |
817,995
+183,871
| +29% | +$14.7M |
|
386
Globant
GLOB
$2.52B
| $64.8M | 0.05% |
312,068
-40,750
| -12% | -$8.46M |
|
|
B
387
Barrick Mining Corporation
B
$50.3B
| $64.5M | 0.05% |
3,256,101
-186,513
| -5% | -$3.69M |
|
388
Minerals Technologies
MTX
$1.98B
| $64M | 0.05% |
850,174
+91,997
| +12% | +$6.93M |
|
389
Wolfspeed
WOLF
$230M
| $63.8M | 0.05% |
590,267
+975
| +0.2% | +$105K |
|
390
CoStar Group
CSGP
$36.6B
| $63.4M | 0.05% |
771,640
-1,792,480
| -70% | -$147M |
|
391
KLA
KLAC
$123B
| $63.3M | 0.05% |
191,605
-3,680
| -2% | -$1.22M |
|
392
FNB Corp
FNB
$5.88B
| $63.1M | 0.05% |
4,968,443
+4,599,615
| +1,247% | +$58.4M |
|
393
American Century Diversified Corporate Bond ETF
KORP
$573M
| $63.1M | 0.05% |
1,218,516
| – | – |
|
394
Ryman Hospitality Properties
RHP
$6.34B
| $63M | 0.05% |
812,863
+207,846
| +34% | +$16.1M |
|
395
TFI International
TFII
$7.7B
| $62.8M | 0.05% |
838,203
-26,598
| -3% | -$1.99M |
|
396
Eastern Bankshares
EBC
$3.37B
| $62.5M | 0.05% |
3,239,343
+1,218,611
| +60% | +$23.5M |
|
397
Acuity Brands
AYI
$10.1B
| $61.8M | 0.05% |
374,391
+1,764
| +0.5% | +$291K |
|
398
Thermo Fisher Scientific
TMO
$180B
| $61.5M | 0.05% |
134,826
+43,117
| +47% | +$19.7M |
|
|
HRC
399
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $61.4M | 0.05% |
555,945
-176,154
| -24% | -$19.5M |
|
|
ABMD
400
DELISTED
Abiomed Inc
ABMD
| $60.9M | 0.04% |
191,095
+10,356
| +6% | +$3.3M |
|