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 | |
|---|---|---|---|---|---|---|
176
PNC Financial Services
PNC
$78.9B
| $192M | 0.14% |
1,094,071
-212,969
| -16% | -$37.4M |
|
177
Fox Class B
FOX
$23.6B
| $191M | 0.14% |
5,466,114
+268,841
| +5% | +$9.39M |
|
|
178
Vertiv
VRT
$48B
| $189M | 0.14% |
9,446,844
+9,348,844
| +9,540% | +$187M |
|
179
AT&T
T
$210B
| $188M | 0.14% |
8,217,463
+566,479
| +7% | +$13M |
|
180
Wingstop
WING
$8.03B
| $184M | 0.14% |
1,447,695
+691,673
| +91% | +$88M |
|
181
Henry Schein
HSIC
$8.2B
| $181M | 0.13% |
2,618,623
+66,912
| +3% | +$4.63M |
|
182
Manhattan Associates
MANH
$13B
| $181M | 0.13% |
1,544,257
+124,056
| +9% | +$14.6M |
|
183
Masco
MAS
$15.4B
| $180M | 0.13% |
3,000,053
-596,608
| -17% | -$35.7M |
|
184
BorgWarner
BWA
$9.45B
| $179M | 0.13% |
4,393,065
+49,019
| +1% | +$2M |
|
185
Okta
OKTA
$16.5B
| $178M | 0.13% |
806,358
+130,162
| +19% | +$28.7M |
|
186
Pfizer
PFE
$140B
| $177M | 0.13% |
4,875,647
+1,391,990
| +40% | +$50.4M |
|
187
RenaissanceRe
RNR
$11.2B
| $177M | 0.13% |
1,101,605
+407
| +0% | +$65.2K |
|
188
Kimberly-Clark
KMB
$43.5B
| $175M | 0.13% |
1,259,432
-218,507
| -15% | -$30.4M |
|
189
Open Text
OTEX
$8.7B
| $175M | 0.13% |
3,669,154
+1,391,796
| +61% | +$66.4M |
|
190
RingCentral
RNG
$2.88B
| $174M | 0.13% |
582,924
+119,920
| +26% | +$35.7M |
|
|
SPLK
191
DELISTED
Splunk Inc
SPLK
| $172M | 0.13% |
1,269,644
-745
| -0.1% | -$101K |
|
192
HubSpot
HUBS
$26.5B
| $172M | 0.13% |
378,505
+37,621
| +11% | +$17.1M |
|
193
Teradyne
TER
$18.3B
| $172M | 0.13% |
1,412,748
+245,915
| +21% | +$29.9M |
|
194
Palo Alto Networks
PANW
$132B
| $172M | 0.13% |
3,195,612
-140,970
| -4% | -$7.57M |
|
195
Ross Stores
ROST
$48.7B
| $171M | 0.13% |
1,426,613
-563,888
| -28% | -$67.6M |
|
196
Commerce Bancshares
CBSH
$8.04B
| $169M | 0.12% |
2,681,402
-1,027,766
| -28% | -$64.8M |
|
197
Kellanova
K
$27.6B
| $167M | 0.12% |
2,803,962
-1,389,357
| -33% | -$82.6M |
|
198
TE Connectivity
TEL
$61.7B
| $164M | 0.12% |
1,272,625
-694,963
| -35% | -$89.7M |
|
199
American Water Works
AWK
$27.3B
| $164M | 0.12% |
1,094,065
+25,750
| +2% | +$3.86M |
|
200
Align Technology
ALGN
$9.85B
| $163M | 0.12% |
301,034
-35,051
| -10% | -$19M |
|