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AAM Top Equity Holdings

December 31, 2020

Company Name Industry Percent Invested
UnitedHealth Group Inc. Health Care Plans 3.7
Microsoft Corp. Business Software & Services 3.4
Philip Morris International Tobacco 2.3
Anthem, Inc. Health Care Plans 2.1
Medtronic PLC Medical Devices 1.6
PepsiCo Inc. Beverages – Soft Drinks 1.4
Johnson & Johnson Drug Manufacturers – Major 1.4
CVS Health Corp. Healthcare Plans 1.3
Home Depot Inc. Home Improvement Retail 1.3
The Travelers Companies Inc. Insurance – Property & Casualty 1.3


The companies identified and discussed in materials on this website do not represent all of the investments made or recommended by AAM.  It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities discussed on this website. A list of all recommendations made within the immediately preceding 12 months is available on request.

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