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.

Top Equity Holdings

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30-Jun-24
Company NameIndustryPercent Invested
Microsoft Corp.Business Software & Services5.00%
UnitedHealth Group Inc.Health Care Plans3.50%
Elevance Health Inc.Health Care Plans2.40%
Philip Morris InternationalTobacco2.30%
Alphabet, Inc Voting ClassInternet Content & Information1.60%
Kroger Co.Grocery Stores1.50%
Wal Mart StoresDiscount Stores1.30%
The Travelers Companies Inc.Insurance - Property & Casualty1.30%
Home Depot Inc.Home Improvement - Retail1.30%
Marsh & McLennan Co.Insurance Brokers1.20%