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-25 | ||
|---|---|---|
| Security | Industry | % Assets |
| Microsoft Corp. | Business Software & Services | 3.8 |
| Philip Morris International | Tobacco | 3.2 |
| UnitedHealth Group Inc. | Health Care Plans | 3.2 |
| Kroger Co. | Grocery Stores | 1.9 |
| Elevance Health Inc. | Health Care Plans | 1.8 |
| Wal Mart Stores | Discount Stores | 1.6 |
| The Travelers Companies Inc. | Insurance - Property & Casualty | 1.4 |
| Marsh & McLennan Co. | Insurance Brokers | 1.3 |
| Home Depot Inc. | Home Improvement - Retail | 1.3 |
| Costco Wholesale Corp | Discount Stores | 1.3 |