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 | |
|---|---|---|---|---|---|---|
451
Albemarle
ALB
$8.94B
| $46.4M | 0.03% |
317,599
+5,074
| +2% | +$741K |
|
452
Bombardier Recreational Products
DOOO
$4.76B
| $46.3M | 0.03% |
533,973
+4,444
| +0.8% | +$385K |
|
453
Four Corners Property Trust
FCPT
$2.66B
| $46M | 0.03% |
1,679,356
+640,288
| +62% | +$17.5M |
|
454
Extra Space Storage
EXR
$31.4B
| $45.9M | 0.03% |
346,646
+76,581
| +28% | +$10.2M |
|
|
GMS
455
DELISTED
GMS Inc
GMS
| $45.9M | 0.03% |
1,098,598
-538,557
| -33% | -$22.5M |
|
456
Towne Bank
TOWN
$2.86B
| $45.8M | 0.03% |
1,506,291
+301,239
| +25% | +$9.16M |
|
457
MetLife
MET
$53.5B
| $45.3M | 0.03% |
745,616
-41,556
| -5% | -$2.53M |
|
458
Mercury Systems
MRCY
$4.4B
| $45.3M | 0.03% |
640,788
+226,224
| +55% | +$16M |
|
459
Donaldson
DCI
$9.44B
| $44.9M | 0.03% |
771,892
+3,143
| +0.4% | +$183K |
|
|
VMW
460
DELISTED
VMware, Inc
VMW
| $44.9M | 0.03% |
298,239
+283,268
| +1,892% | +$42.6M |
|
461
General Mills
GIS
$27B
| $44.8M | 0.03% |
731,066
+708,716
| +3,171% | +$43.5M |
|
462
Fastly
FSLY
$1.14B
| $44.5M | 0.03% |
660,665
-60,445
| -8% | -$4.07M |
|
|
WRK
463
DELISTED
WestRock Company
WRK
| $44.4M | 0.03% |
853,164
+405,758
| +91% | +$21.1M |
|
464
CrowdStrike
CRWD
$109B
| $44.4M | 0.03% |
243,171
+1,685
| +0.7% | +$308K |
|
465
New Oriental
EDU
$8.97B
| $44.3M | 0.03% |
316,445
+26,255
| +9% | +$3.68M |
|
466
Crocs
CROX
$4.44B
| $44.3M | 0.03% |
550,263
-51,960
| -9% | -$4.18M |
|
467
Freeport-McMoran
FCX
$66.1B
| $44.1M | 0.03% |
1,339,503
-104,676
| -7% | -$3.45M |
|
468
Peloton Interactive
PTON
$3.17B
| $43.7M | 0.03% |
388,803
+4,415
| +1% | +$496K |
|
469
Accel Entertainment
ACEL
$954M
| $43.6M | 0.03% |
3,993,314
+1,129,259
| +39% | +$12.3M |
|
470
Zscaler
ZS
$45.1B
| $43M | 0.03% |
250,280
+73,989
| +42% | +$12.7M |
|
471
James River Group
JRVR
$244M
| $42.5M | 0.03% |
932,637
+528,220
| +131% | +$24.1M |
|
472
Goldman Sachs
GS
$238B
| $42.5M | 0.03% |
129,995
+122,154
| +1,558% | +$39.9M |
|
473
Kite Realty
KRG
$4.99B
| $42.4M | 0.03% |
2,200,245
-731,620
| -25% | -$14.1M |
|
474
Ionis Pharmaceuticals
IONS
$10.1B
| $42.4M | 0.03% |
942,678
-301,852
| -24% | -$13.6M |
|
475
VanEck High Yield Muni ETF
HYD
$3.38B
| $42.3M | 0.03% |
680,600
-63,500
| -9% | -$3.95M |
|