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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
64
6
4
3
5
0
44
9
3
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2018-12-31

Total Holdings181

Total Value ($x1000)1,493,950
Activities
New5

Increased70

Unchanged24

Decreased82

Sold Out10

Top 10 Stock Holdingstotal 21.56%
AAPL3.07

MSFT2.71

MA2.38

CSCO2.07

MAR2.06

 
INTC2.03

MDY1.91

BA1.82

DIS1.81

CAT1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.07%
COM
MSFT
2.71%
COM
MA
2.38%
CL A
CSCO
2.07%
COM
MAR
2.06%
CL A
INTC
2.03%
COM
MDY
1.91%
UTSER1 S&PDCRP
BA
1.82%
COM
DIS
1.81%
COM DISNEY
CAT
1.7%
COM
MCD
1.69%
COM
HD
1.67%
COM
JPM
1.65%
COM
GOOG
1.58%
CAP STK CL C
GOOGL
1.58%
CAP STK CL A
AXP
1.58%
COM
VB
1.53%
SMALL CP ETF
JNJ
1.52%
COM
VZ
1.5%
COM
WMT
1.43%
COM
NKE
1.42%
CL B
ZTS
1.33%
CL A
AMGN
1.32%
COM
TROW
1.3%
COM
UTX
1.26%
COM
MRK
1.26%
COM
PEP
1.2%
COM
PFE
1.19%
COM
MLM
1.15%
COM
DWDP
1.14%
COM
AVGO
1.13%
COM
T
1.11%
COM
YUM
1.1%
COM
PCAR
1.09%
COM
STZ
1.09%
CL A
KO
1.05%
COM
CVX
1.04%
COM
EFA
1.04%
MSCI EAFE ETF
BAC
1.01%
COM
XOM
1%
COM
CSX
0.95%
COM
YUMC
0.89%
COM
COP
0.89%
COM
ZMH
0.88%
COM
BLK
0.86%
COM
IBM
0.85%
COM
SYF
0.82%
COM
UNH
0.81%
COM
ADP
0.8%
COM
PG
0.76%
COM
GS
0.75%
COM
MO
0.74%
COM
FDX
0.74%
COM
PANW
0.73%
COM
C
0.71%
COM NEW
MMM
0.7%
COM
APD
0.68%
COM
UPS
0.68%
CL B
NSC
0.65%
COM
MS
0.65%
COM NEW
ADM
0.64%
COM
AMT
0.64%
COM
WFC
0.63%
COM
COF
0.63%
COM
PM
0.61%
COM
HON
0.61%
COM
VEU
0.6%
ALLWRLD EX US
CMCSA
0.59%
CL A
ABBV
0.55%
COM
MCK
0.52%
COM
EQIX
0.51%
COM PAR $0.001
LIN
0.5%
COM
LMT
0.49%
COM
WBA
0.49%
COM
SLB
0.48%
COM
PSX
0.48%
COM
TMO
0.47%
COM
TM
0.47%
SP ADR REP2COM
FLR
0.45%
COM
RDS/A
0.41%
SPONS ADR A
BURL
0.4%
COM
SHPG
0.37%
SPONSORED ADR
MDT
0.36%
SHS
LLY
0.36%
COM
UNP
0.36%
COM
HSY
0.34%
COM
HAL
0.34%
COM
IEFA
0.34%
CORE MSCI EAFE
SLM
0.33%
COM
BMY
0.33%
COM
FB
0.32%
CL A
BRK.B
0.31%
CL B NEW
APC
0.3%
COM
VWO
0.3%
FTSE EMR MKT ETF
CRM
0.29%
COM
V
0.28%
COM CL A
IWM
0.27%
RUSSELL 2000 ETF
ABT
0.26%
COM
AER
0.25%
SHS
VO
0.25%
MID CAP ETF
ARNC
0.24%
COM
CC
0.24%
COM
RTN
0.24%
COM NEW
BF/B
0.23%
CL B
CMG
0.22%
COM
IEMG
0.21%
CORE MSCI EMKT
AMZN
0.21%
COM
BSX
0.21%
COM
BAX
0.19%
COM
VSM
0.18%
COM
GE
0.18%
COM
EEM
0.17%
MSCI EMG MKT ETF
COST
0.17%
COM
LDOS
0.16%
COM
HMC
0.16%
AMERN SHS
ACN
0.15%
SHS CLASS A
EOG
0.14%
COM
SPY
0.14%
TR UNIT
DFS
0.14%
COM
DUK
0.14%
COM NEW
APA
0.13%
COM
CELG
0.13%
COM
TGT
0.13%
COM
DIA
0.13%
UT SER 1
QCOM
0.13%
COM
DXC
0.12%
COM
LB
0.11%
COM
GM
0.11%
COM
AA
0.1%
COM
ALGN
0.09%
COM
TEVA
0.09%
ADR
RDS/B
0.08%
SPON ADR B
STT
0.08%
COM
LLL
0.08%
COM
IWR
0.08%
RUS MID-CAP ETF
IJR
0.08%
CORE S&P SCP ETF
PRSP
0.07%
COM
KEY
0.07%
COM
CI
0.07%
COM
QQQ
0.07%
UNIT SER 1
F
0.07%
COM PAR $0.01
IJH
0.06%
CORE S&P MCP ETF
HPE
0.06%
COM
HOG
0.06%
COM
NAVI
0.06%
COM
DHR
0.06%
COM
BP
0.05%
SPONSORED ADR
SO
0.04%
COM
ORCL
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
CDK
0.04%
COM
NFLX
0.04%
COM
EGBN
0.03%
COM
IVV
0.03%
CORE S&P500 ETF
KMB
0.03%
COM
GLD
0.03%
GOLD SHS
GPS
0.03%
COM
PNC
0.02%
COM
SBUX
0.02%
COM
REZI
0.02%
COM
HPQ
0.02%
COM
FRT
0.02%
SH BEN INT NEW
DLR
0.02%
COM
D
0.02%
COM
CAG
0.02%
COM
EMR
0.02%
COM
OXY
0.02%
COM
ETN
0.02%
SHS
VTI
0.02%
TOTAL STK MKT
CVS
0.02%
COM
EMN
0.02%
COM
CME
0.02%
COM
VOO
0.01%
SHS
NVDA
0.01%
COM
L
0.01%
COM
ENB
0.01%
COM
HST
0.01%
COM
FSP
0.01%
COM
COTY
0.01%
COM CL A
PBI
< 0.01%
COM
PSTI
< 0.01%
COM
PX
0.44%
COM
ESRX
0.21%
COM
M
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
GHC
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
GSK
0.01%
SPONSORED ADR
VEA
0.01%
FTSE DEV MKT ETF
VV
0.01%
LARGE CAP ETF
IJJ
0.01%
S&P MC 400VL ETF