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-Jul-25 | ||
|---|---|---|
| Security | Industry | % Assets |
| Microsoft Corp. | Business Software & Services | 5.3 |
| Philip Morris International | Tobacco | 3.2 |
| Kroger Co. | Grocery Stores | 1.8 |
| Wal Mart Stores | Discount Stores | 1.7 |
| Alphabet, Inc Voting Class | Internet Content & Information | 1.6 |
| UnitedHealth Group Inc. | Health Care Plans | 1.5 |
| Meta Platforms, Inc. | Internet Content & Information | 1.4 |
| The Travelers Companies Inc. | Insurance - Property & Casualty | 1.4 |
| Bank of New York Mellon Corp | Banks - Diversified | 1.3 |
| Home Depot Inc. | Home Improvement Retail | 1.3 |