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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
3
1
44
10
6
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2019-06-30

Total Holdings212

Total Value ($x1000)1,740,137
Activities
New15

Increased60

Unchanged32

Decreased105

Sold Out9

Top 10 Stock Holdingstotal 21.78%
AAPL3.25

MSFT2.84

MA2.49

MAR2.25

CSCO2.08

 
DIS1.93

MDY1.86

HD1.71

INTC1.7

BA1.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.25%
COM
MSFT
2.84%
COM
MA
2.49%
CL A
MAR
2.25%
CL A
CSCO
2.08%
COM
DIS
1.93%
COM DISNEY
MDY
1.86%
UTSER1 S&PDCRP
HD
1.71%
COM
INTC
1.7%
COM
BA
1.67%
COM
AXP
1.62%
COM
MCD
1.6%
COM
JPM
1.6%
COM
CAT
1.54%
COM
VB
1.51%
SMALL CP ETF
GOOGL
1.44%
CAP STK CL A
JNJ
1.43%
COM
GOOG
1.42%
CAP STK CL C
WMT
1.41%
COM
ZTS
1.39%
CL A
NKE
1.33%
CL B
MLM
1.32%
COM
UTX
1.3%
COM
VZ
1.29%
COM
TROW
1.29%
COM
MRK
1.21%
COM
STZ
1.21%
CL A
T
1.14%
COM
AVGO
1.13%
COM
PEP
1.12%
COM
AMGN
1.07%
COM
YUM
1.07%
COM
BAC
1.03%
COM
CVX
1.02%
COM
YUMC
1.02%
COM
SYF
1.02%
COM
PFE
1%
COM
PANW
0.99%
COM
CSX
0.97%
COM
UNH
0.96%
COM
XOM
0.94%
COM
PCAR
0.92%
COM
BLK
0.89%
COM
KO
0.88%
COM
ZMH
0.85%
COM
C
0.83%
COM NEW
IBM
0.83%
COM
GS
0.79%
COM
ADP
0.79%
COM
COP
0.78%
COM
APD
0.75%
COM
PG
0.73%
COM
FDX
0.72%
COM
EFA
0.69%
MSCI EAFE ETF
COF
0.68%
COM
EQIX
0.67%
COM PAR $0.001
CMCSA
0.67%
CL A
NSC
0.66%
COM
AMZN
0.66%
COM
AMT
0.65%
COM
HON
0.64%
COM
MS
0.64%
COM NEW
PM
0.61%
COM
MO
0.6%
COM
IEFA
0.59%
CORE MSCI EAFE
UPS
0.59%
CL B
LMT
0.57%
COM
TMO
0.57%
COM
VEU
0.57%
ALLWRLD EX US
ADM
0.55%
COM
CRM
0.54%
COM
WFC
0.54%
COM
APC
0.53%
COM
LIN
0.5%
COM
SLB
0.48%
COM
DD
0.47%
COM
MMM
0.46%
COM
PSX
0.45%
COM
TM
0.43%
SP ADR REP2COM
FB
0.42%
CL A
ELAN
0.39%
COM
FLR
0.38%
COM
BURL
0.38%
COM
MCK
0.38%
COM
ABBV
0.37%
COM
RDS/A
0.35%
SPONS ADR A
WBA
0.35%
COM
UNP
0.34%
COM
SLM
0.33%
COM
BMY
0.33%
COM
MDT
0.32%
SHS
HSY
0.32%
COM
AER
0.31%
SHS
DOW
0.31%
COM
V
0.31%
COM CL A
CMG
0.3%
COM
HAL
0.29%
COM
VWO
0.29%
FTSE EMR MKT ETF
VSM
0.27%
COM
TAK
0.27%
SPONSORED ADS
IWM
0.27%
RUSSELL 2000 ETF
RTN
0.26%
COM NEW
VO
0.26%
MID CAP ETF
BRK.B
0.26%
CL B NEW
BSX
0.26%
COM
ABT
0.24%
COM
ARNC
0.24%
COM
REZI
0.23%
COM
IEMG
0.22%
CORE MSCI EMKT
LDOS
0.22%
COM
GE
0.21%
COM
BF/B
0.21%
CL B
BAX
0.2%
COM
IAC
0.19%
COM PAR $.001
CTVA
0.18%
COM
COST
0.18%
COM
CC
0.18%
COM
ACN
0.17%
SHS CLASS A
SPY
0.16%
TR UNIT
DFS
0.16%
COM
EOG
0.16%
COM
CELG
0.16%
COM
QCOM
0.14%
COM
EEM
0.14%
MSCI EMG MKT ETF
TGT
0.14%
COM
DIA
0.13%
UT SER 1
ALGN
0.12%
COM
APA
0.12%
COM
HMC
0.12%
AMERN SHS
DXC
0.11%
COM
GM
0.1%
COM
PRSP
0.09%
COM
KEY
0.09%
COM
LLL
0.09%
COM
DUK
0.09%
COM NEW
RDS/B
0.09%
SPON ADR B
CI
0.09%
COM
LB
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
IJH
0.08%
CORE S&P MCP ETF
IWR
0.08%
RUS MID-CAP ETF
AA
0.07%
COM
NAVI
0.07%
COM
QQQ
0.07%
UNIT SER 1
STT
0.06%
COM
HPE
0.06%
COM
SPLK
0.05%
COM
VOO
0.05%
SHS
BP
0.05%
SPONSORED ADR
TEVA
0.04%
ADR
F
0.04%
COM PAR $0.01
NFLX
0.04%
COM
DHR
0.04%
COM
CDK
0.03%
COM
EGBN
0.03%
COM
HRS
0.03%
COM
HOG
0.03%
COM
ORCL
0.03%
COM
KMB
0.03%
COM
GOVT
0.03%
U.S. TRS BD ETF
SO
0.03%
COM
VEA
0.02%
FTSE DEV MKT ETF
PNC
0.02%
COM
IVV
0.02%
CORE S&P500 ETF
VV
0.02%
LARGE CAP ETF
PNRG
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
AAXN
0.02%
COM
CAG
0.02%
COM
GHM
0.02%
COM
HPQ
0.02%
COM
GPS
0.02%
COM
ENB
0.01%
COM
EPR
0.01%
COM SH BEN INT
L
0.01%
COM
EME
0.01%
COM
WPC
0.01%
COM
FRT
0.01%
SH BEN INT NEW
VTI
0.01%
TOTAL STK MKT
DLR
0.01%
COM
EXAS
0.01%
COM
EMR
0.01%
COM
EMN
0.01%
COM
CME
0.01%
COM
BAM
0.01%
CL A LTD VT SH
VHT
0.01%
HEALTH CAR ETF
OXY
0.01%
COM
SENEA
0.01%
CL A
PSA
0.01%
COM
BIV
0.01%
INTERMED TERM
AMX
0.01%
SPON ADR L SHS
PKOH
0.01%
COM
HST
0.01%
COM
GPX
0.01%
COM
ZIXI
0.01%
COM
FSP
0.01%
COM
CLF
0.01%
COM
GVP
0.01%
COM
AVID
0.01%
COM
ESTE
0.01%
CL A
IPI
< 0.01%
COM
PSTI
< 0.01%
COM
AKS
< 0.01%
COM
BMRA
< 0.01%
COM NEW
HL
< 0.01%
COM
AEHR
< 0.01%
COM
CASI
< 0.01%
COM
BIOS
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
VRML
< 0.01%
COM NEW
NNVC
< 0.01%
COM NEW
BW
< 0.01%
COM
DWDP
1.03%
COM
ETN
0.02%
SHS
SBUX
0.01%
COM
D
0.01%
COM
CVS
0.01%
COM
NBIX
0.01%
COM
COTY
0.01%
COM CL A
PBI
< 0.01%
COM
WWR
< 0.01%
COM