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 | |
|---|---|---|---|---|---|---|
1001
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $3.79M | ﹤0.01% |
41,400
-18,400
| -31% | -$1.68M |
|
|
UFS
1002
DELISTED
DOMTAR CORPORATION (New)
UFS
| $3.78M | ﹤0.01% |
102,278
+22,557
| +28% | +$833K |
|
|
AZPN
1003
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $3.78M | ﹤0.01% |
26,158
+20,130
| +334% | +$2.91M |
|
1004
First Bancorp
FBP
$3.49B
| $3.77M | ﹤0.01% |
335,171
+58,022
| +21% | +$653K |
|
1005
Fluor
FLR
$6.63B
| $3.75M | ﹤0.01% |
162,577
+116,871
| +256% | +$2.7M |
|
1006
Green Dot
GDOT
$751M
| $3.75M | ﹤0.01% |
81,808
+13,993
| +21% | +$641K |
|
1007
Corcept Therapeutics
CORT
$7.68B
| $3.74M | ﹤0.01% |
157,314
+28,385
| +22% | +$675K |
|
1008
Urban Outfitters
URBN
$6.07B
| $3.74M | ﹤0.01% |
100,494
+22,971
| +30% | +$854K |
|
|
BBBY
1009
DELISTED
Bed Bath & Beyond Inc
BBBY
| $3.74M | ﹤0.01% |
128,170
-75,921
| -37% | -$2.21M |
|
1010
Telephone and Data Systems
TDS
$4.51B
| $3.71M | ﹤0.01% |
161,734
+35,684
| +28% | +$819K |
|
1011
HSBC
HSBC
$238B
| $3.71M | ﹤0.01% |
127,214
+34,258
| +37% | +$998K |
|
1012
McGrath RentCorp
MGRC
$3.01B
| $3.7M | ﹤0.01% |
45,810
+10,148
| +28% | +$819K |
|
1013
Box
BOX
$4.7B
| $3.65M | ﹤0.01% |
159,006
+117,214
| +280% | +$2.69M |
|
1014
La-Z-Boy
LZB
$1.39B
| $3.65M | ﹤0.01% |
85,907
+18,663
| +28% | +$793K |
|
1015
POSCO
PKX
$15.3B
| $3.64M | ﹤0.01% |
50,447
+18,180
| +56% | +$1.31M |
|
1016
iRobot
IRBT
$107M
| $3.63M | ﹤0.01% |
29,715
-6,195
| -17% | -$757K |
|
1017
WESCO International
WCC
$10.4B
| $3.62M | ﹤0.01% |
+41,848
| New | +$3.62M |
|
1018
HUB Group
HUBG
$2.2B
| $3.6M | ﹤0.01% |
107,086
+24,522
| +30% | +$825K |
|
1019
Archrock
AROC
$4.29B
| $3.6M | ﹤0.01% |
379,380
+69,333
| +22% | +$658K |
|
|
TPIC
1020
DELISTED
TPI Composites
TPIC
| $3.59M | ﹤0.01% |
63,599
-66,759
| -51% | -$3.77M |
|
1021
Dell
DELL
$84.1B
| $3.58M | ﹤0.01% |
+80,177
| New | +$3.58M |
|
1022
Amkor Technology
AMKR
$6.29B
| $3.57M | ﹤0.01% |
150,498
+12,288
| +9% | +$291K |
|
1023
Denny's
DENN
$264M
| $3.53M | ﹤0.01% |
194,955
+146,213
| +300% | +$2.65M |
|
1024
Hewlett Packard
HPE
$32.6B
| $3.53M | ﹤0.01% |
223,977
+69,536
| +45% | +$1.09M |
|
|
MODV
1025
DELISTED
ModivCare
MODV
| $3.53M | ﹤0.01% |
23,797
+4,288
| +22% | +$635K |
|