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
63
6
5
2
5
0
46
9
2
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2018-06-30

Total Holdings184

Total Value ($x1000)1,632,874
Activities
New8

Increased73

Unchanged13

Decreased90

Sold Out10

Top 10 Stock Holdingstotal 21.42%
AAPL3.39

MSFT2.44

MA2.3

MAR2.15

MDY2.11

 
INTC1.93

CSCO1.9

BA1.76

HD1.73

VB1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.39%
COM
MSFT
2.44%
COM
MA
2.3%
CL A
MAR
2.15%
CL A
MDY
2.11%
UTSER1 S&PDCRP
INTC
1.93%
COM
CSCO
1.9%
COM
BA
1.76%
COM
HD
1.73%
COM
VB
1.71%
SMALL CP ETF
JPM
1.63%
COM
CAT
1.63%
COM
DIS
1.61%
COM DISNEY
GOOG
1.54%
CAP STK CL C
GOOGL
1.53%
CAP STK CL A
TROW
1.51%
COM
AXP
1.51%
COM
NKE
1.44%
CL B
UTX
1.37%
COM
MCD
1.34%
COM
JNJ
1.33%
COM
STZ
1.31%
CL A
XOM
1.29%
COM
ZTS
1.26%
CL A
DWDP
1.25%
COM
SLB
1.25%
COM
MLM
1.23%
COM
VZ
1.23%
COM
WMT
1.23%
COM
SYF
1.2%
COM
AMGN
1.19%
COM
EFA
1.15%
MSCI EAFE ETF
PEP
1.14%
COM
T
1.13%
COM
PCAR
1.12%
COM
CVX
1.09%
COM
IBM
1.07%
COM
BAC
1.04%
COM
CSX
0.97%
COM
PFE
0.95%
COM
MRK
0.94%
COM
BLK
0.91%
COM
KO
0.91%
COM
YUMC
0.9%
COM
GS
0.9%
COM
COP
0.89%
COM
YUM
0.87%
COM
FDX
0.87%
COM
ZMH
0.86%
COM
C
0.83%
COM NEW
ADP
0.79%
COM
PG
0.78%
COM
FLR
0.78%
COM
AVGO
0.75%
COM
WFC
0.75%
COM
MO
0.74%
COM
PM
0.71%
COM
MMM
0.67%
COM
APA
0.67%
COM
UPS
0.66%
CL B
ADM
0.66%
COM
NSC
0.65%
COM
VEU
0.63%
ALLWRLD EX US
COF
0.6%
COM
MS
0.6%
COM NEW
UNH
0.6%
COM
HON
0.6%
COM
APD
0.59%
COM
PSX
0.59%
COM
PANW
0.58%
COM
MCK
0.56%
COM
ABBV
0.51%
COM
GE
0.51%
COM
AMT
0.5%
COM
LMT
0.48%
COM
TM
0.47%
SP ADR REP2COM
PX
0.46%
COM
EQIX
0.44%
COM PAR $0.001
SLM
0.43%
COM
WBA
0.43%
COM
CMCSA
0.4%
CL A
HSY
0.36%
COM
RDS/A
0.36%
SPONS ADR A
SHPG
0.35%
SPONSORED ADR
UNP
0.35%
COM
IEFA
0.33%
CORE MSCI EAFE
BMY
0.33%
COM
MDT
0.32%
SHS
IWM
0.32%
RUSSELL 2000 ETF
CC
0.32%
COM
BURL
0.31%
COM
AER
0.3%
SHS
VWO
0.3%
FTSE EMR MKT ETF
BRK.B
0.28%
CL B NEW
VO
0.26%
MID CAP ETF
LLY
0.26%
COM
ARNC
0.25%
COM
LB
0.24%
COM
DIA
0.23%
UT SER 1
VSM
0.23%
COM
V
0.22%
COM CL A
TMO
0.22%
COM
IEMG
0.22%
CORE MSCI EMKT
FB
0.22%
CL A
BF/B
0.22%
CL B
QCOM
0.21%
COM
CMG
0.21%
COM
BAX
0.2%
COM
RTN
0.2%
COM NEW
ABT
0.19%
COM
ESRX
0.19%
COM
EEM
0.18%
MSCI EMG MKT ETF
HMC
0.18%
AMERN SHS
TGT
0.17%
COM
AA
0.17%
COM
DXC
0.17%
COM
COST
0.16%
COM
APC
0.16%
COM
ACN
0.15%
SHS CLASS A
BSX
0.15%
COM
AMZN
0.15%
COM
F
0.14%
COM PAR $0.01
CELG
0.13%
COM
TEVA
0.13%
ADR
DFS
0.13%
COM
DUK
0.13%
COM NEW
SPY
0.12%
TR UNIT
CRM
0.12%
COM
GM
0.12%
COM
HOG
0.11%
COM
NAVI
0.09%
COM
LDOS
0.08%
COM
KEY
0.08%
COM
IWR
0.07%
RUS MID-CAP ETF
QQQ
0.07%
UNIT SER 1
PRSP
0.07%
COM
LLL
0.07%
COM
HPE
0.06%
COM
STT
0.06%
COM
RDS/B
0.06%
SPON ADR B
HPQ
0.05%
COM
BP
0.05%
SPONSORED ADR
DHR
0.05%
COM
SO
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
GPS
0.05%
COM
CDK
0.05%
COM
NFLX
0.04%
COM
EGBN
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
KMB
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
ORCL
0.03%
COM
CAG
0.02%
COM
PNC
0.02%
COM
COTY
0.02%
COM CL A
NVDA
0.02%
COM
OXY
0.02%
COM
EMN
0.02%
COM
FRT
0.02%
SH BEN INT NEW
EMR
0.02%
COM
M
0.02%
COM
VV
0.02%
LARGE CAP ETF
DLR
0.02%
COM
MFGP
0.02%
SPON ADR NEW
ETN
0.02%
SHS
VTI
0.02%
TOTAL STK MKT
GLD
0.02%
GOLD SHS
D
0.02%
COM
IVV
0.01%
CORE S&P500 ETF
OLN
0.01%
COM PAR $1
GHC
0.01%
COM
CVS
0.01%
COM
VOO
0.01%
SHS
SBUX
0.01%
COM
PSA
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
CABO
0.01%
COM
L
0.01%
COM
HST
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
VEA
0.01%
FTSE DEV MKT ETF
FSP
0.01%
COM
PSTI
0.01%
COM
MON
0.89%
COM
TWX
0.25%
COM NEW
QQQ
0.06%
UNIT SER 1
WGL
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
IJK
0.02%
S&P MC 400GR ETF
FORTIVE ...
0.02%
COM
IJS
0.01%
SP SMCP600VL ETF
IJT
0.01%
SP SMCP600GR ETF
BFK
0.01%
BRIC ETF