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Stock Style
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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
7
8
3
4
1
44
9
6
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2019-03-31

Total Holdings206

Total Value ($x1000)1,679,785
Activities
New30

Increased57

Unchanged10

Decreased109

Sold Out5

Top 10 Stock Holdingstotal 21.82%
AAPL3.26

MSFT2.75

MA2.46

CSCO2.19

MAR2.09

 
INTC2.03

MDY1.91

BA1.82

HD1.68

DIS1.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.26%
COM
MSFT
2.75%
COM
MA
2.46%
CL A
CSCO
2.19%
COM
MAR
2.09%
CL A
INTC
2.03%
COM
MDY
1.91%
UTSER1 S&PDCRP
BA
1.82%
COM
HD
1.68%
COM
DIS
1.63%
COM DISNEY
GOOG
1.59%
CAP STK CL C
CAT
1.59%
COM
GOOGL
1.57%
CAP STK CL A
MCD
1.57%
COM
AXP
1.57%
COM
VB
1.54%
SMALL CP ETF
JPM
1.52%
COM
JNJ
1.47%
COM
NKE
1.39%
CL B
VZ
1.39%
COM
UTX
1.35%
COM
ZTS
1.34%
CL A
WMT
1.31%
COM
TROW
1.24%
COM
MLM
1.2%
COM
MRK
1.2%
COM
AVGO
1.18%
COM
PEP
1.15%
COM
AMGN
1.13%
COM
T
1.1%
COM
STZ
1.09%
CL A
YUMC
1.04%
COM
XOM
1.04%
COM
CVX
1.03%
COM
DWDP
1.03%
COM
PFE
1.02%
COM
YUM
1.02%
COM
BAC
1.02%
COM
PCAR
1.01%
COM
CSX
1.01%
COM
SYF
0.98%
COM
ZMH
0.96%
COM
IBM
0.89%
COM
KO
0.89%
COM
PANW
0.85%
COM
UNH
0.85%
COM
COP
0.84%
COM
BLK
0.83%
COM
ADP
0.83%
COM
FDX
0.79%
COM
GS
0.77%
COM
C
0.76%
COM NEW
MO
0.75%
COM
PG
0.74%
COM
EFA
0.72%
MSCI EAFE ETF
PM
0.71%
COM
APD
0.7%
COM
NSC
0.68%
COM
AMT
0.68%
COM
UPS
0.66%
CL B
CMCSA
0.65%
CL A
HON
0.63%
COM
EQIX
0.63%
COM PAR $0.001
MS
0.62%
COM NEW
IEFA
0.61%
CORE MSCI EAFE
COF
0.61%
COM
ADM
0.6%
COM
MMM
0.59%
COM
VEU
0.58%
ALLWRLD EX US
WFC
0.58%
COM
TMO
0.55%
COM
SLB
0.53%
COM
LMT
0.51%
COM
PSX
0.47%
COM
LIN
0.46%
COM
FLR
0.45%
COM
MCK
0.43%
COM
ABBV
0.42%
COM
TM
0.42%
SP ADR REP2COM
WBA
0.4%
COM
ELAN
0.39%
COM
RDS/A
0.39%
SPONS ADR A
FB
0.37%
CL A
AMZN
0.36%
COM
UNP
0.36%
COM
SLM
0.35%
COM
BURL
0.35%
COM
APC
0.35%
COM
HAL
0.34%
COM
CRM
0.32%
COM
MDT
0.32%
SHS
HSY
0.31%
COM
CMG
0.31%
COM
VWO
0.3%
FTSE EMR MKT ETF
BMY
0.29%
COM
VSM
0.29%
COM
V
0.29%
COM CL A
CC
0.28%
COM
IWM
0.28%
RUSSELL 2000 ETF
AER
0.27%
SHS
BRK.B
0.27%
CL B NEW
VO
0.26%
MID CAP ETF
RTN
0.26%
COM NEW
ARNC
0.25%
COM
ABT
0.24%
COM
IEMG
0.23%
CORE MSCI EMKT
BF/B
0.23%
CL B
TAK
0.22%
SPONSORED ADS
BSX
0.22%
COM
GE
0.21%
COM
BAX
0.2%
COM
LDOS
0.18%
COM
COST
0.17%
COM
CELG
0.17%
COM
ACN
0.17%
SHS CLASS A
SPY
0.15%
TR UNIT
DFS
0.15%
COM
APA
0.15%
COM
EEM
0.15%
MSCI EMG MKT ETF
TGT
0.14%
COM
EOG
0.14%
COM
DIA
0.13%
UT SER 1
HMC
0.13%
AMERN SHS
REZI
0.13%
COM
DXC
0.13%
COM
DUK
0.12%
COM NEW
ALGN
0.11%
COM
QCOM
0.11%
COM
GM
0.1%
COM
LB
0.1%
COM
AA
0.09%
COM
PRSP
0.08%
COM
KEY
0.08%
COM
LLL
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
RDS/B
0.08%
SPON ADR B
TEVA
0.08%
ADR
IJR
0.07%
CORE S&P SCP ETF
QQQ
0.07%
UNIT SER 1
STT
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
CI
0.07%
COM
F
0.07%
COM PAR $0.01
NAVI
0.07%
COM
HPE
0.06%
COM
BP
0.05%
SPONSORED ADR
HOG
0.05%
COM
DHR
0.05%
COM
NFLX
0.04%
COM
CDK
0.04%
COM
SO
0.04%
COM
ORCL
0.04%
COM
EGBN
0.03%
COM
KMB
0.03%
COM
GPS
0.03%
COM
HRS
0.03%
COM
PNRG
0.02%
COM
VOO
0.02%
SHS
CAG
0.02%
COM
PNC
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
AAXN
0.02%
COM
VTI
0.02%
TOTAL STK MKT
DLR
0.02%
COM
IVV
0.02%
CORE S&P500 ETF
GHM
0.02%
COM
FRT
0.02%
SH BEN INT NEW
ENB
0.02%
COM
ETN
0.02%
SHS
OXY
0.02%
COM
HPQ
0.02%
COM
EMR
0.02%
COM
BAM
0.02%
CL A LTD VT SH
EME
0.02%
COM
SBUX
0.01%
COM
WPC
0.01%
COM
EMN
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
D
0.01%
COM
L
0.01%
COM
CVS
0.01%
COM
PKOH
0.01%
COM
NBIX
0.01%
COM
AMX
0.01%
SPON ADR L SHS
HST
0.01%
COM
COTY
0.01%
COM CL A
FSP
0.01%
COM
ZIXI
0.01%
COM
GPX
0.01%
COM
GVP
0.01%
COM
ESTE
0.01%
CL A
CLF
0.01%
COM
PBI
< 0.01%
COM
AVID
< 0.01%
COM
PSTI
< 0.01%
COM
IPI
< 0.01%
COM
AKS
< 0.01%
COM
HL
< 0.01%
COM
BMRA
< 0.01%
COM NEW
CASI
< 0.01%
COM
AEHR
< 0.01%
COM
BIOS
< 0.01%
COM
VRML
< 0.01%
COM NEW
NNVC
< 0.01%
COM NEW
BW
< 0.01%
COM
WWR
< 0.01%
COM
SHPG
0.37%
SPONSORED ADR
LLY
0.36%
COM
GLD
0.03%
GOLD SHS
CME
0.02%
COM
NVDA
0.01%
COM