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-25 | ||
|---|---|---|
| Security | Industry | % Assets |
| Microsoft Corp. | Business Software & Services | 4.9 |
| Philip Morris International | Tobacco | 3.6 |
| Kroger Co. | Grocery Stores | 1.9 |
| UnitedHealth Group Inc. | Health Care Plans | 1.9 |
| Wal Mart Stores | Discount Stores | 1.7 |
| Elevance Health Inc. | Health Care Plans | 1.6 |
| Alphabet, Inc Voting Class | Internet Content & Information | 1.4 |
| The Travelers Companies Inc. | Insurance - Property & Casualty | 1.4 |
| Meta Platforms, Inc. | Internet Content & Information | 1.3 |
| Costco Wholesale Corp | Discount Stores | 1.3 |