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 | |
|---|---|---|---|---|---|---|
1526
Kimco Realty
KIM
$15.2B
| $811K | ﹤0.01% |
43,250
-1,393,601
| -97% | -$26.1M |
|
1527
Varex Imaging
VREX
$469M
| $805K | ﹤0.01% |
39,273
+224
| +0.6% | +$4.59K |
|
1528
Hess Midstream
HESM
$5.15B
| $804K | ﹤0.01% |
35,876
-6,885
| -16% | -$154K |
|
|
AD
1529
Array Digital Infrastructure, Inc.
AD
$4.41B
| $803K | ﹤0.01% |
22,004
+4,819
| +28% | +$176K |
|
1530
RCI Hospitality Holdings
RICK
$304M
| $802K | ﹤0.01% |
12,613
+2,670
| +27% | +$170K |
|
1531
Howmet Aerospace
HWM
$74.9B
| $801K | ﹤0.01% |
24,925
+2,982
| +14% | +$95.8K |
|
|
STL
1532
DELISTED
Sterling Bancorp
STL
| $799K | ﹤0.01% |
34,729
+4,335
| +14% | +$99.7K |
|
|
VIVO
1533
DELISTED
Meridian Bioscience Inc
VIVO
| $797K | ﹤0.01% |
30,377
+7,866
| +35% | +$206K |
|
1534
AZZ Inc
AZZ
$3.52B
| $796K | ﹤0.01% |
15,811
-10,105
| -39% | -$509K |
|
1535
PPG Industries
PPG
$25B
| $796K | ﹤0.01% |
5,300
+1,498
| +39% | +$225K |
|
1536
Diamond Hill
DHIL
$387M
| $795K | ﹤0.01% |
5,097
+1,046
| +26% | +$163K |
|
1537
Huntington Ingalls Industries
HII
$10.8B
| $795K | ﹤0.01% |
3,862
+613
| +19% | +$126K |
|
1538
Omega Healthcare
OHI
$12.5B
| $792K | ﹤0.01% |
21,635
-491,875
| -96% | -$18M |
|
1539
Waterstone Financial
WSBF
$275M
| $792K | ﹤0.01% |
38,764
+7,173
| +23% | +$147K |
|
1540
Vicor
VICR
$2.28B
| $791K | ﹤0.01% |
+9,305
| New | +$791K |
|
1541
Inspire Medical Systems
INSP
$2.37B
| $789K | ﹤0.01% |
3,811
| – | – |
|
1542
TriMas Corp
TRS
$1.59B
| $789K | ﹤0.01% |
26,021
+1,741
| +7% | +$52.8K |
|
1543
OSI Systems
OSIS
$3.95B
| $788K | ﹤0.01% |
8,198
-5,368
| -40% | -$516K |
|
1544
Tenable Holdings
TENB
$3.62B
| $787K | ﹤0.01% |
21,761
+16,157
| +288% | +$584K |
|
1545
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| $786K | ﹤0.01% |
4,675
-2,774
| -37% | -$466K |
|
1546
Energy Select Sector SPDR Fund
XLE
$26.9B
| $785K | ﹤0.01% |
16,000
| – | – |
|
1547
Stanley Black & Decker
SWK
$12B
| $784K | ﹤0.01% |
+3,925
| New | +$784K |
|
|
TEN
1548
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $779K | ﹤0.01% |
+72,705
| New | +$779K |
|
1549
Frontline
FRO
$5.17B
| $776K | ﹤0.01% |
108,487
+43,210
| +66% | +$309K |
|
1550
Sun Life Financial
SLF
$33.2B
| $769K | ﹤0.01% |
15,219
+1,836
| +14% | +$92.8K |
|