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 | |
|---|---|---|---|---|---|---|
1801
TransAlta
TAC
$3.75B
| $400K | ﹤0.01% |
42,289
+1,500
| +4% | +$14.2K |
|
|
JWN
1802
DELISTED
Nordstrom
JWN
| $399K | ﹤0.01% |
10,524
+2,912
| +38% | +$110K |
|
|
NOAH
1803
Noah Holdings
NOAH
$781M
| $399K | ﹤0.01% |
8,988
+4,534
| +102% | +$201K |
|
1804
Artisan Partners
APAM
$3.27B
| $398K | ﹤0.01% |
7,625
+2,653
| +53% | +$138K |
|
1805
VirnetX
VHC
$74.7M
| $396K | ﹤0.01% |
3,558
+1,018
| +40% | +$113K |
|
|
FCBP
1806
DELISTED
First Choice Bancorp Common Stock
FCBP
| $393K | ﹤0.01% |
16,159
+3,055
| +23% | +$74.3K |
|
1807
Allegion
ALLE
$15B
| $391K | ﹤0.01% |
3,109
+739
| +31% | +$92.9K |
|
1808
Crown Holdings
CCK
$11.2B
| $390K | ﹤0.01% |
4,019
+979
| +32% | +$95K |
|
1809
Toll Brothers
TOL
$13.8B
| $389K | ﹤0.01% |
6,852
+2,227
| +48% | +$126K |
|
1810
Future Fuel
FF
$169M
| $387K | ﹤0.01% |
26,601
+4,906
| +23% | +$71.4K |
|
1811
NiSource
NI
$19.3B
| $387K | ﹤0.01% |
16,031
+6,229
| +64% | +$150K |
|
1812
AdvanSix
ASIX
$576M
| $385K | ﹤0.01% |
14,344
+1,931
| +16% | +$51.8K |
|
1813
Simpson Manufacturing
SSD
$7.86B
| $385K | ﹤0.01% |
3,715
+927
| +33% | +$96.1K |
|
1814
Asbury Automotive
ABG
$4.8B
| $383K | ﹤0.01% |
1,949
-2,661
| -58% | -$523K |
|
1815
Tilly's
TLYS
$57.3M
| $383K | ﹤0.01% |
33,848
+7,917
| +31% | +$89.6K |
|
1816
Intercorp Financial Services
IFS
$4.68B
| $382K | ﹤0.01% |
+12,775
| New | +$382K |
|
1817
Motorola Solutions
MSI
$80.3B
| $377K | ﹤0.01% |
2,005
-95,979
| -98% | -$18M |
|
1818
Norwegian Cruise Line
NCLH
$12B
| $376K | ﹤0.01% |
13,637
+4,594
| +51% | +$127K |
|
1819
Embraer
ERJ
$10.5B
| $375K | ﹤0.01% |
37,493
+14,487
| +63% | +$145K |
|
1820
American Vanguard Corp
AVD
$160M
| $374K | ﹤0.01% |
+18,315
| New | +$374K |
|
1821
Home Bancorp
HBCP
$433M
| $369K | ﹤0.01% |
10,244
+2,418
| +31% | +$87.1K |
|
1822
LivaNova
LIVN
$3.07B
| $369K | ﹤0.01% |
5,000
+1,396
| +39% | +$103K |
|
1823
Altice USA
ATUS
$1.12B
| $368K | ﹤0.01% |
11,317
+3,314
| +41% | +$108K |
|
|
FINV
1824
FinVolution Group
FINV
$1.9B
| $368K | ﹤0.01% |
52,564
+19,544
| +59% | +$137K |
|
1825
Vitamin Cottage Natural Grocers
NGVC
$859M
| $368K | ﹤0.01% |
20,967
+4,017
| +24% | +$70.5K |
|