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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
5
3
5
0
46
9
2
HERITAGE INVESTORS MANAGEMENT CORP

Time Period2018-09-30

Total Holdings186

Total Value ($x1000)1,739,025
Activities
New6

Increased65

Unchanged20

Decreased95

Sold Out4

Top 10 Stock Holdingstotal 21.91%
AAPL3.76

MSFT2.62

MA2.4

MAR2.13

MDY2.03

 
CSCO2.01

BA1.8

INTC1.74

CAT1.74

HD1.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.76%
COM
MSFT
2.62%
COM
MA
2.4%
CL A
MAR
2.13%
CL A
MDY
2.03%
UTSER1 S&PDCRP
CSCO
2.01%
COM
BA
1.8%
COM
INTC
1.74%
COM
CAT
1.74%
COM
HD
1.68%
COM
DIS
1.67%
COM DISNEY
VB
1.65%
SMALL CP ETF
JPM
1.64%
COM
GOOGL
1.54%
CAP STK CL A
GOOG
1.54%
CAP STK CL C
AXP
1.52%
COM
UTX
1.42%
COM
JNJ
1.42%
COM
NKE
1.39%
CL B
MCD
1.37%
COM
TROW
1.31%
COM
WMT
1.25%
COM
STZ
1.24%
CL A
ZTS
1.24%
CL A
VZ
1.23%
COM
AMGN
1.22%
COM
DWDP
1.16%
COM
XOM
1.15%
COM
T
1.13%
COM
PCAR
1.13%
COM
PEP
1.1%
COM
EFA
1.07%
MSCI EAFE ETF
SYF
1.06%
COM
PFE
1.06%
COM
IBM
1.03%
COM
SLB
1.03%
COM
BAC
1.02%
COM
MRK
1.02%
COM
MLM
1%
COM
CSX
0.99%
COM
CVX
0.99%
COM
ZMH
0.97%
COM
YUM
0.95%
COM
AVGO
0.94%
COM
COP
0.94%
COM
KO
0.9%
COM
FDX
0.89%
COM
BLK
0.88%
COM
GS
0.86%
COM
FLR
0.86%
COM
C
0.84%
COM NEW
YUMC
0.8%
COM
ADP
0.79%
COM
MO
0.74%
COM
UPS
0.7%
CL B
PM
0.69%
COM
ADM
0.69%
COM
NSC
0.68%
COM
UNH
0.66%
COM
MMM
0.65%
COM
HON
0.65%
COM
PG
0.64%
COM
WFC
0.64%
COM
MS
0.63%
COM NEW
APD
0.61%
COM
PANW
0.61%
COM
VEU
0.6%
ALLWRLD EX US
COF
0.59%
COM
MCK
0.57%
COM
LMT
0.56%
COM
PSX
0.54%
COM
APA
0.53%
COM
AMT
0.51%
COM
EQIX
0.51%
COM PAR $0.001
ABBV
0.49%
COM
WBA
0.48%
COM
CMCSA
0.47%
CL A
PX
0.44%
COM
TM
0.43%
SP ADR REP2COM
RDS/A
0.39%
SPONS ADR A
SLM
0.39%
COM
GE
0.39%
COM
UNP
0.36%
COM
SHPG
0.34%
SPONSORED ADR
MDT
0.34%
SHS
BURL
0.34%
COM
BMY
0.34%
COM
TMO
0.32%
COM
IEFA
0.32%
CORE MSCI EAFE
AER
0.31%
SHS
FB
0.3%
CL A
IWM
0.3%
RUSSELL 2000 ETF
HSY
0.3%
COM
ARNC
0.3%
COM
LLY
0.3%
COM
BRK.B
0.28%
CL B NEW
VO
0.26%
MID CAP ETF
VWO
0.26%
FTSE EMR MKT ETF
APC
0.26%
COM
CC
0.26%
COM
V
0.24%
COM CL A
RTN
0.23%
COM NEW
IEMG
0.22%
CORE MSCI EMKT
ABT
0.22%
COM
BF/B
0.21%
CL B
ESRX
0.21%
COM
VSM
0.21%
COM
CMG
0.2%
COM
BAX
0.19%
COM
DXC
0.18%
COM
HMC
0.18%
AMERN SHS
LB
0.17%
COM
EEM
0.17%
MSCI EMG MKT ETF
BSX
0.17%
COM
COST
0.16%
COM
HAL
0.16%
COM
AMZN
0.16%
COM
QCOM
0.16%
COM
LDOS
0.16%
COM
TGT
0.15%
COM
ACN
0.15%
SHS CLASS A
CRM
0.14%
COM
CELG
0.14%
COM
AA
0.14%
COM
DFS
0.14%
COM
SPY
0.12%
TR UNIT
DUK
0.12%
COM NEW
TEVA
0.11%
ADR
F
0.1%
COM PAR $0.01
DIA
0.1%
UT SER 1
GM
0.09%
COM
STT
0.09%
COM
PRSP
0.09%
COM
LLL
0.09%
COM
NAVI
0.08%
COM
KEY
0.08%
COM
HOG
0.07%
COM
RDS/B
0.07%
SPON ADR B
IWR
0.07%
RUS MID-CAP ETF
HPE
0.07%
COM
QQQ
0.07%
UNIT SER 1
BP
0.06%
SPONSORED ADR
IJR
0.05%
CORE S&P SCP ETF
DHR
0.05%
COM
IJH
0.04%
CORE S&P MCP ETF
CDK
0.04%
COM
NFLX
0.04%
COM
SO
0.04%
COM
ORCL
0.04%
COM
LQD
0.03%
IBOXX INV CP ETF
IVV
0.03%
CORE S&P500 ETF
EGBN
0.03%
COM
GPS
0.03%
COM
KMB
0.03%
COM
CAG
0.02%
COM
NVDA
0.02%
COM
PNC
0.02%
COM
HPQ
0.02%
COM
OXY
0.02%
COM
EMR
0.02%
COM
COTY
0.02%
COM CL A
FRT
0.02%
SH BEN INT NEW
ETN
0.02%
SHS
DLR
0.02%
COM
EMN
0.02%
COM
CVS
0.02%
COM
VTI
0.02%
TOTAL STK MKT
D
0.01%
COM
VOO
0.01%
SHS
GLD
0.01%
GOLD SHS
M
0.01%
COM
SBUX
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
GHC
0.01%
COM
EOG
0.01%
COM
L
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
GSK
0.01%
SPONSORED ADR
HST
0.01%
COM
VEA
0.01%
FTSE DEV MKT ETF
VV
0.01%
LARGE CAP ETF
CME
0.01%
COM
IJJ
0.01%
S&P MC 400VL ETF
FSP
0.01%
COM
PSTI
0.01%
COM
PBI
< 0.01%
COM
MFGP
0.02%
SPON ADR NEW
OLN
0.01%
COM PAR $1
PSA
0.01%
COM
CABO
0.01%
COM