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 | |
|---|---|---|---|---|---|---|
701
ARKO Corp
ARKO
$576M
| $14.6M | 0.01% |
+1,470,941
| New | +$14.6M |
|
702
Urban Edge Properties
UE
$2.66B
| $14.5M | 0.01% |
879,892
-301,871
| -26% | -$4.99M |
|
703
Kennametal
KMT
$1.6B
| $14.5M | 0.01% |
362,484
+269,205
| +289% | +$10.8M |
|
704
Mattel
MAT
$5.75B
| $14.3M | 0.01% |
718,959
+108,072
| +18% | +$2.15M |
|
705
International Paper
IP
$24.4B
| $14.2M | 0.01% |
276,989
-711,905
| -72% | -$36.5M |
|
|
PRFT
706
DELISTED
Perficient Inc
PRFT
| $14.2M | 0.01% |
+241,397
| New | +$14.2M |
|
707
Neurocrine Biosciences
NBIX
$14.2B
| $14.2M | 0.01% |
145,709
-308
| -0.2% | -$30K |
|
708
Fox Factory Holding Corp
FOXF
$1.19B
| $14.1M | 0.01% |
111,233
+10,153
| +10% | +$1.29M |
|
709
Commault Systems
CVLT
$8B
| $14M | 0.01% |
217,280
+183,804
| +549% | +$11.9M |
|
710
Affiliated Managers Group
AMG
$6.71B
| $14M | 0.01% |
+93,796
| New | +$14M |
|
711
Comerica
CMA
$8.93B
| $14M | 0.01% |
194,722
-423,350
| -68% | -$30.4M |
|
712
Stantec
STN
$12.8B
| $14M | 0.01% |
+326,148
| New | +$14M |
|
713
Lattice Semiconductor
LSCC
$8.88B
| $13.9M | 0.01% |
308,765
-985
| -0.3% | -$44.3K |
|
|
FREE
714
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
| $13.9M | 0.01% |
1,066,017
-173,469
| -14% | -$2.26M |
|
|
DQ
715
Daqo New Energy
DQ
$1.75B
| $13.9M | 0.01% |
183,864
+168,561
| +1,101% | +$12.7M |
|
|
XLRN
716
DELISTED
Acceleron Pharma Inc.
XLRN
| $13.9M | 0.01% |
102,329
-9,650
| -9% | -$1.31M |
|
|
CIT
717
DELISTED
CIT Group Inc.
CIT
| $13.9M | 0.01% |
269,019
+230,498
| +598% | +$11.9M |
|
718
Graham Corp
GHM
$532M
| $13.8M | 0.01% |
968,771
-10,634
| -1% | -$151K |
|
719
B2Gold
BTG
$5.94B
| $13.8M | 0.01% |
3,194,083
-523,780
| -14% | -$2.26M |
|
|
EVBG
720
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $13.7M | 0.01% |
112,870
-2,266
| -2% | -$275K |
|
721
Brown & Brown
BRO
$31.1B
| $13.6M | 0.01% |
298,233
-200,016
| -40% | -$9.14M |
|
722
ICU Medical
ICUI
$3.27B
| $13.6M | 0.01% |
66,284
+6,679
| +11% | +$1.37M |
|
723
Driven Brands
DRVN
$3.03B
| $13.6M | 0.01% |
+534,461
| New | +$13.6M |
|
724
Public Service Enterprise Group
PEG
$41.2B
| $13.5M | 0.01% |
224,550
+113,898
| +103% | +$6.86M |
|
725
Dominion Energy
D
$51.4B
| $13.5M | 0.01% |
177,891
-630,162
| -78% | -$47.9M |
|