The $18.4 billion American Century Twentieth Century Ultra fund, traditionally one
of the more aggressive and volatile of the large funds, has had the same top 10
stocks for the three months ending Nov. 30, the latest date for which portfolio
information was available. The seventh-largest fund posted a return of 13.8% in
1996.
Ultra has made Cisco Systems Inc. (CSCO) its No. 1, at 6.2% of its $18.4 billion
portfolio, followed by Ascend Communications Inc. (ASND), 4.1%; Sun
Microsystems Inc.(SUNW), 3.99%; and Merck & Co. (MRK), 3.75%. Those
were followed by Citicorp, Chase Manhattan, Pfizer Inc. (PFE), Intel, U.S.
Robotics Corp. (USRX), and Cascade Communications Corp. (CSCC). |
