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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
61
6
6
3
5
0
44
9
2
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2017-12-31

Total Holdings190

Total Value ($x1000)1,655,759
Activities
New1

Increased48

Unchanged20

Decreased121

Sold Out7

Top 10 Stock Holdingstotal 20.7%
AAPL3.18

MAR2.35

MSFT2.24

MDY2.07

MA1.94

 
INTC1.91

CAT1.89

CSCO1.76

JPM1.71

BA1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.18%
COM
MAR
2.35%
CL A
MSFT
2.24%
COM
MDY
2.07%
UTSER1 S&PDCRP
MA
1.94%
CL A
INTC
1.91%
COM
CAT
1.89%
COM
CSCO
1.76%
COM
JPM
1.71%
COM
BA
1.65%
COM
VB
1.64%
SMALL CP ETF
HD
1.59%
COM
DIS
1.58%
COM DISNEY
TROW
1.55%
COM
AXP
1.55%
COM
GOOG
1.47%
CAP STK CL C
GOOGL
1.41%
CAP STK CL A
JNJ
1.41%
COM
UTX
1.38%
COM
WMT
1.38%
COM
MCD
1.36%
COM
XOM
1.36%
COM
STZ
1.36%
CL A
SYF
1.32%
COM
VZ
1.28%
COM
EFA
1.27%
MSCI EAFE ETF
PCAR
1.22%
COM
DWDP
1.22%
COM
IBM
1.22%
COM
NKE
1.22%
CL B
SLB
1.21%
COM
T
1.2%
COM
PEP
1.18%
COM
AMGN
1.17%
COM
ZTS
1.16%
CL A
MLM
1.15%
COM
BAC
1.1%
COM
CVX
1.09%
COM
GS
1%
COM
C
0.94%
COM NEW
CSX
0.94%
COM
KO
0.93%
COM
PFE
0.92%
COM
YUM
0.92%
COM
MON
0.92%
COM
FDX
0.89%
COM
ZMH
0.89%
COM
MO
0.88%
COM
PM
0.87%
COM
WFC
0.86%
COM
BLK
0.85%
COM
PG
0.84%
COM
YUMC
0.83%
COM
FLR
0.83%
COM
MRK
0.81%
COM
ADP
0.76%
COM
UPS
0.72%
CL B
ADM
0.72%
COM
COP
0.7%
COM
GE
0.68%
COM
VEU
0.67%
ALLWRLD EX US
APA
0.67%
COM
MMM
0.66%
COM
MS
0.65%
COM NEW
NSC
0.64%
COM
MCK
0.64%
COM
COF
0.63%
COM
APD
0.6%
COM
HON
0.57%
COM
PSX
0.56%
COM
ABBV
0.55%
COM
TM
0.5%
SP ADR REP2COM
LMT
0.47%
COM
ARNC
0.45%
COM
PANW
0.43%
COM
AVGO
0.42%
SHS
PX
0.42%
COM
HSY
0.42%
COM
LB
0.42%
COM
SLM
0.39%
COM
WBA
0.39%
COM
BMY
0.37%
COM
CMCSA
0.37%
CL A
UNP
0.36%
COM
AMT
0.34%
COM
CC
0.34%
COM
RDS/A
0.33%
SPONS ADR A
UNH
0.33%
COM
VWO
0.32%
FTSE EMR MKT ETF
SHPG
0.31%
SPONSORED ADR
MDT
0.31%
SHS
IWM
0.29%
RUSSELL 2000 ETF
AER
0.27%
SHS
BF/B
0.27%
CL B
BRK.B
0.26%
CL B NEW
QCOM
0.25%
COM
BURL
0.25%
COM
VO
0.25%
MID CAP ETF
TWX
0.23%
COM NEW
LLY
0.23%
COM
AA
0.23%
COM
HMC
0.22%
AMERN SHS
VSM
0.21%
COM
ESRX
0.21%
COM
EEM
0.2%
MSCI EMG MKT ETF
ABT
0.2%
COM
DXC
0.19%
COM
HOG
0.19%
COM
IEFA
0.19%
CORE MSCI EAFE
BAX
0.19%
COM
HPE
0.18%
COM
F
0.18%
COM PAR $0.01
V
0.17%
COM CL A
TGT
0.17%
COM
RTN
0.17%
COM NEW
CMG
0.15%
COM
COST
0.15%
COM
ACN
0.15%
SHS CLASS A
CELG
0.14%
COM
HPQ
0.14%
COM
IEMG
0.13%
CORE MSCI EMKT
DUK
0.13%
COM NEW
SPY
0.12%
TR UNIT
GM
0.12%
COM
TEVA
0.12%
ADR
DFS
0.11%
COM
BSX
0.11%
COM
NAVI
0.11%
COM
DIA
0.11%
UT SER 1
AMZN
0.1%
COM
DHR
0.09%
COM
EQIX
0.09%
COM PAR $0.001
FB
0.08%
CL A
GPS
0.08%
COM
STT
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
LLL
0.07%
COM
OLN
0.06%
COM PAR $1
QQQ
0.06%
UNIT SER 1
CDK
0.06%
COM
EGBN
0.06%
COM
BP
0.05%
SPONSORED ADR
CABO
0.05%
COM
CRM
0.05%
COM
SO
0.04%
COM
KMB
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
COTY
0.04%
COM CL A
MFGP
0.04%
SPON ADR NEW
ORCL
0.03%
COM
LDOS
0.03%
COM
WU
0.03%
COM
GHC
0.03%
COM
RDS/B
0.03%
SPON ADR B
PNC
0.03%
COM
FTV
0.03%
COM
CAG
0.03%
COM
VV
0.03%
LARGE CAP ETF
NFLX
0.02%
COM
EMR
0.02%
COM
M
0.02%
COM
FRT
0.02%
SH BEN INT NEW
ETN
0.02%
SHS
WGL
0.02%
COM
DLR
0.02%
COM
OXY
0.02%
COM
EMN
0.02%
COM
NVDA
0.02%
COM
VOO
0.02%
SHS
GLD
0.02%
GOLD SHS
SBUX
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
DVMT
0.02%
COM CL V
VTI
0.02%
TOTAL STK MKT
IJK
0.02%
S&P MC 400GR ETF
VEA
0.01%
FTSE DEV MKT ETF
IJR
0.01%
CORE S&P SCP ETF
IVV
0.01%
CORE S&P500 ETF
IJS
0.01%
SP SMCP600VL ETF
HST
0.01%
COM
L
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
BND
0.01%
TOTAL BND MRKT
FSP
0.01%
COM
LBTYK
0.01%
SHS CL C
PSTI
0.01%
COM
LBTYA
< 0.01%
SHS CL A
LILAK
< 0.01%
LILAC SHS CL C
LILA
< 0.01%
LILAC SHS CL A
OPGN
< 0.01%
COM
HCA
0.02%
COM
EEMV
0.02%
EM MK MINVOL ETF
CVS
0.02%
COM
D
0.02%
COM
NYT
0.02%
CL A
VCIT
0.01%
INT-TERM CORP
STI
0.01%
COM