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 | |
|---|---|---|---|---|---|---|
501
DraftKings
DKNG
$22.8B
| $37.1M | 0.03% |
+605,598
| New | +$37.1M |
|
502
Wyndham Hotels & Resorts
WH
$6.75B
| $37M | 0.03% |
530,002
+164,119
| +45% | +$11.5M |
|
503
Spirit AeroSystems
SPR
$4.61B
| $36.8M | 0.03% |
756,918
+751,111
| +12,935% | +$36.5M |
|
|
WRI
504
DELISTED
Weingarten Realty Investors
WRI
| $36.8M | 0.03% |
1,368,157
+1,501
| +0.1% | +$40.4K |
|
505
InMode
INMD
$970M
| $36.7M | 0.03% |
1,013,544
-307,330
| -23% | -$11.1M |
|
|
CMRC
506
Commerce.com, Inc. Series 1 Common Stock
CMRC
$376M
| $36.5M | 0.03% |
632,243
+323,431
| +105% | +$18.7M |
|
507
Enpro
NPO
$4.77B
| $36.5M | 0.03% |
427,635
+77,126
| +22% | +$6.58M |
|
508
Clorox
CLX
$15.2B
| $36.3M | 0.03% |
188,340
+85,576
| +83% | +$16.5M |
|
509
Churchill Downs
CHDN
$6.93B
| $35.8M | 0.03% |
314,500
-108,020
| -26% | -$12.3M |
|
510
Travel + Leisure Co
TNL
$4.11B
| $35.7M | 0.03% |
583,359
+349,561
| +150% | +$21.4M |
|
511
Sensata Technologies
ST
$4.69B
| $34.8M | 0.03% |
600,401
-1,095,808
| -65% | -$63.5M |
|
512
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.09B
| $34.7M | 0.03% |
1,333,400
-465,800
| -26% | -$12.1M |
|
513
iShares Russell 1000 Growth ETF
IWF
$120B
| $34.4M | 0.03% |
141,729
+102,931
| +265% | +$25M |
|
|
TPTX
514
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $34.3M | 0.03% |
362,806
-34,193
| -9% | -$3.23M |
|
515
Avantis US Small Cap Value ETF
AVUV
$18.6B
| $34M | 0.03% |
470,718
-139,027
| -23% | -$10M |
|
516
CRISPR Therapeutics
CRSP
$5.08B
| $34M | 0.03% |
278,815
-83,614
| -23% | -$10.2M |
|
517
Darden Restaurants
DRI
$24.9B
| $33.9M | 0.02% |
238,617
-42,788
| -15% | -$6.08M |
|
518
Barrett Business Services
BBSI
$1.22B
| $33.8M | 0.02% |
1,963,956
+397,344
| +25% | +$6.84M |
|
|
VNET
519
VNET Group
VNET
$2.45B
| $33.7M | 0.02% |
1,044,692
+1,037,643
| +14,720% | +$33.5M |
|
520
Lear
LEA
$5.81B
| $33.5M | 0.02% |
184,650
-13,900
| -7% | -$2.52M |
|
521
Intuit
INTU
$184B
| $33.1M | 0.02% |
86,375
+6,329
| +8% | +$2.42M |
|
522
Insulet
PODD
$23.8B
| $33M | 0.02% |
126,585
-7,539
| -6% | -$1.97M |
|
523
Tecnoglass
TGLS
$3.46B
| $32.9M | 0.02% |
2,736,848
-533,354
| -16% | -$6.41M |
|
524
Kilroy Realty
KRC
$5.08B
| $32.9M | 0.02% |
+501,225
| New | +$32.9M |
|
525
Advanced Energy
AEIS
$6.02B
| $32.7M | 0.02% |
299,305
+75,493
| +34% | +$8.24M |
|