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 | |
|---|---|---|---|---|---|---|
1626
Vulcan Materials
VMC
$39B
| $642K | ﹤0.01% |
3,804
+1,008
| +36% | +$170K |
|
1627
Arch Capital
ACGL
$34.4B
| $638K | ﹤0.01% |
16,638
+5,190
| +45% | +$199K |
|
1628
Li Auto
LI
$24.8B
| $634K | ﹤0.01% |
+25,361
| New | +$634K |
|
1629
Snap
SNAP
$12.4B
| $633K | ﹤0.01% |
12,102
+3,056
| +34% | +$160K |
|
1630
Bruker
BRKR
$4.69B
| $630K | ﹤0.01% |
9,804
+5,720
| +140% | +$368K |
|
1631
Fossil Group
FOSL
$168M
| $630K | ﹤0.01% |
50,793
-28,185
| -36% | -$350K |
|
1632
Commercial Vehicle Group
CVGI
$72.9M
| $629K | ﹤0.01% |
65,159
+12,891
| +25% | +$124K |
|
1633
Garmin
GRMN
$45.8B
| $629K | ﹤0.01% |
4,772
+1,222
| +34% | +$161K |
|
1634
The RMR Group
RMR
$288M
| $628K | ﹤0.01% |
15,400
+3,498
| +29% | +$143K |
|
1635
Kelly Services Class A
KELYA
$481M
| $626K | ﹤0.01% |
28,123
+4,432
| +19% | +$98.7K |
|
1636
West Bancorporation
WTBA
$344M
| $626K | ﹤0.01% |
25,979
+5,051
| +24% | +$122K |
|
1637
Phreesia
PHR
$1.45B
| $623K | ﹤0.01% |
11,963
-195,035
| -94% | -$10.2M |
|
1638
Lincoln Electric
LECO
$13.2B
| $620K | ﹤0.01% |
5,046
-62,302
| -93% | -$7.66M |
|
1639
WEX
WEX
$5.82B
| $618K | ﹤0.01% |
2,956
-57,459
| -95% | -$12M |
|
1640
Cenovus Energy
CVE
$30.4B
| $613K | ﹤0.01% |
81,565
-133,592
| -62% | -$1M |
|
1641
Fiserv
FI
$73B
| $613K | ﹤0.01% |
5,151
+1,520
| +42% | +$181K |
|
1642
FTI Consulting
FCN
$5.32B
| $611K | ﹤0.01% |
4,362
+416
| +11% | +$58.3K |
|
|
RFP
1643
DELISTED
Resolute Forest Products Inc.
RFP
| $609K | ﹤0.01% |
+55,612
| New | +$609K |
|
|
UBA
1644
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $606K | ﹤0.01% |
36,419
-9,500
| -21% | -$158K |
|
1645
Nabors Industries
NBR
$617M
| $603K | ﹤0.01% |
6,449
+2,120
| +49% | +$198K |
|
1646
iShares MSCI EAFE ETF
EFA
$67.1B
| $601K | ﹤0.01% |
7,928
-19,153
| -71% | -$1.45M |
|
1647
KB Home
KBH
$4.48B
| $601K | ﹤0.01% |
12,914
-84,706
| -87% | -$3.94M |
|
1648
Northrop Grumman
NOC
$82.5B
| $601K | ﹤0.01% |
1,856
+418
| +29% | +$135K |
|
1649
SEI Investments
SEIC
$10.7B
| $601K | ﹤0.01% |
9,865
+3,580
| +57% | +$218K |
|
1650
Central Garden & Pet
CENT
$2.24B
| $600K | ﹤0.01% |
12,929
+2,390
| +23% | +$111K |
|