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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| 31-Mar-24 | ||
|---|---|---|
| Company Name | Industry | Percent Invested |
| Microsoft Corp. | Business Software & Services | 4.6% |
| UnitedHealth Group Inc. | Health Care Plans | 3.3% |
| Elevance Health Inc. | Health Care Plans | 2.4% |
| Philip Morris International | Tobacco | 2.1% |
| Kroger Co. | Grocery Stores | 1.7% |
| The Travelers Companies Inc. | Insurance - Property & Casualty | 1.4% |
| Home Depot Inc. | Home Improvement - Retail | 1.4% |
| Valero Energy Corp. | Oil & Gas Refining & Marketing | 1.3% |
| CVS Health Corp. | Health Care Plans | 1.3% |
| Alphabet, Inc Voting Class | Internet Content & Information | 1.3% |