Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
62
5
6
3
5
0
43
9
2
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2018-03-31

Total Holdings186

Total Value ($x1000)1,604,416
Activities
New6

Increased52

Unchanged13

Decreased115

Sold Out10

Top 10 Stock Holdingstotal 21.62%
AAPL3.21

MSFT2.37

MAR2.34

MA2.19

INTC2.14

 
MDY2.11

CSCO1.95

CAT1.79

BA1.78

JPM1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.21%
COM
MSFT
2.37%
COM
MAR
2.34%
CL A
MA
2.19%
CL A
INTC
2.14%
COM
MDY
2.11%
UTSER1 S&PDCRP
CSCO
1.95%
COM
CAT
1.79%
COM
BA
1.78%
COM
JPM
1.74%
COM
VB
1.67%
SMALL CP ETF
HD
1.6%
COM
TROW
1.56%
COM
DIS
1.53%
COM DISNEY
GOOG
1.47%
CAP STK CL C
AXP
1.47%
COM
STZ
1.41%
CL A
GOOGL
1.41%
CAP STK CL A
UTX
1.38%
COM
JNJ
1.36%
COM
ZTS
1.32%
CL A
MCD
1.29%
COM
NKE
1.28%
CL B
EFA
1.27%
MSCI EAFE ETF
WMT
1.26%
COM
XOM
1.25%
COM
IBM
1.22%
COM
SYF
1.2%
COM
SLB
1.2%
COM
PCAR
1.17%
COM
VZ
1.17%
COM
DWDP
1.14%
COM
AMGN
1.13%
COM
T
1.11%
COM
PEP
1.1%
COM
MLM
1.1%
COM
BAC
1.09%
COM
GS
1.01%
COM
CVX
1%
COM
YUM
0.97%
COM
BLK
0.95%
COM
CSX
0.93%
COM
PFE
0.93%
COM
YUMC
0.93%
COM
FLR
0.92%
COM
FDX
0.9%
COM
MON
0.89%
COM
KO
0.89%
COM
MRK
0.86%
COM
C
0.85%
COM NEW
PM
0.85%
COM
ZMH
0.81%
COM
MO
0.79%
COM
COP
0.78%
COM
PG
0.76%
COM
WFC
0.74%
COM
ADP
0.74%
COM
ADM
0.71%
COM
MS
0.69%
COM NEW
VEU
0.68%
ALLWRLD EX US
UPS
0.64%
CL B
BROADCOM...
0.63%
SHS
APA
0.62%
COM
MMM
0.62%
COM
COF
0.62%
COM
NSC
0.61%
COM
MCK
0.6%
COM
APD
0.6%
COM
HON
0.56%
COM
PANW
0.55%
COM
PSX
0.53%
COM
ABBV
0.53%
COM
GE
0.53%
COM
TM
0.51%
SP ADR REP2COM
LMT
0.51%
COM
UNH
0.48%
COM
SLM
0.42%
COM
WBA
0.41%
COM
PX
0.41%
COM
CMCSA
0.4%
CL A
BMY
0.39%
COM
HSY
0.38%
COM
AMT
0.37%
COM
ARNC
0.36%
COM
UNP
0.36%
COM
VWO
0.34%
FTSE EMR MKT ETF
CC
0.34%
COM
SHPG
0.33%
SPONSORED ADR
RDS/A
0.33%
SPONS ADR A
MDT
0.32%
SHS
IWM
0.31%
RUSSELL 2000 ETF
BRK.B
0.29%
CL B NEW
AER
0.28%
SHS
BURL
0.28%
COM
EQIX
0.27%
COM PAR $0.001
LB
0.27%
COM
BF/B
0.26%
CL B
IEFA
0.26%
CORE MSCI EAFE
VO
0.25%
MID CAP ETF
TWX
0.25%
COM NEW
HMC
0.23%
AMERN SHS
QCOM
0.22%
COM
LLY
0.22%
COM
VSM
0.22%
COM
EEM
0.21%
MSCI EMG MKT ETF
ABT
0.21%
COM
V
0.2%
COM CL A
RTN
0.2%
COM NEW
DXC
0.2%
COM
ESRX
0.19%
COM
BAX
0.19%
COM
FB
0.18%
CL A
TGT
0.18%
COM
AA
0.18%
COM
IEMG
0.17%
CORE MSCI EMKT
CMG
0.16%
COM
COST
0.15%
COM
F
0.15%
COM PAR $0.01
ACN
0.14%
SHS CLASS A
AMZN
0.13%
COM
BSX
0.13%
COM
SPY
0.13%
TR UNIT
HOG
0.13%
COM
DUK
0.13%
COM NEW
CELG
0.13%
COM
GM
0.11%
COM
DFS
0.11%
COM
TEVA
0.1%
ADR
DIA
0.1%
UT SER 1
NAVI
0.1%
COM
HPE
0.08%
COM
DHR
0.08%
COM
IWR
0.07%
RUS MID-CAP ETF
LLL
0.07%
COM
STT
0.07%
COM
CRM
0.07%
COM
QQQ
0.06%
UNIT SER 1
HPQ
0.06%
COM
EGBN
0.05%
COM
GPS
0.05%
COM
SO
0.05%
COM
CDK
0.05%
COM
BP
0.05%
SPONSORED ADR
RDS/B
0.04%
SPON ADR B
LQD
0.04%
IBOXX INV CP ETF
KMB
0.04%
COM
ORCL
0.04%
COM
NFLX
0.04%
COM
CABO
0.04%
COM
OLN
0.03%
COM PAR $1
LDOS
0.03%
COM
PNC
0.03%
COM
COTY
0.03%
COM CL A
CAG
0.03%
COM
VV
0.03%
LARGE CAP ETF
EMN
0.02%
COM
NVDA
0.02%
COM
WGL
0.02%
COM
ETN
0.02%
SHS
IJR
0.02%
CORE S&P SCP ETF
EMR
0.02%
COM
DLR
0.02%
COM
FRT
0.02%
SH BEN INT NEW
GHC
0.02%
COM
SBUX
0.02%
COM
GLD
0.02%
GOLD SHS
VOO
0.02%
SHS
OXY
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
IJK
0.02%
S&P MC 400GR ETF
VTI
0.02%
TOTAL STK MKT
D
0.02%
COM
FORTIVE ...
0.02%
COM
M
0.02%
COM
IVV
0.01%
CORE S&P500 ETF
IJS
0.01%
SP SMCP600VL ETF
MFGP
0.01%
SPON ADR NEW
BPL
0.01%
UNIT LTD PARTN
L
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
VEA
0.01%
FTSE DEV MKT ETF
HST
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
BFK
0.01%
BRIC ETF
FSP
0.01%
COM
PSTI
0.01%
COM
AVGO
0.42%
SHS
WU
0.03%
COM
FTV
0.03%
COM
DVMT
0.02%
COM CL V
BND
0.01%
TOTAL BND MRKT
LBTYK
0.01%
SHS CL C
LBTYA
< 0.01%
SHS CL A
LILAK
< 0.01%
LILAC SHS CL C
LILA
< 0.01%
LILAC SHS CL A
OPGN
< 0.01%
COM