HERITAGE INVESTORS MANAGEMENT CORP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HI HERITAGE INVESTORS MANAGEMENT CORP | Institutional Filer | ▼ 4.02% | $3.3M | 249 |
Current Portfolio Holdings
Showing all 249 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 692K | $175K | 5.33% |
| 2 | AVGO | Broadcom Inc. | Technology | 509K | $158K | 4.78% |
| 3 | GOOGL | Alphabet Inc. | Technology | 389K | $112K | 3.39% |
| 4 | MSFT | Microsoft Corporation | Technology | 294K | $109K | 3.31% |
| 5 | GOOG | Alphabet Inc. | Technology | 365K | $105K | 3.17% |
| 6 | PANW | Palo Alto Networks, Inc. | Technology | 567K | $91K | 2.76% |
| 7 | NVDA | NVIDIA Corporation | Technology | 489K | $85K | 2.59% |
| 8 | CAT | Caterpillar Inc. | Industrials | 116K | $82K | 2.50% |
| 9 | MAR | Marriott International, Inc. | Consumer Cyclical | 222K | $73K | 2.21% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 335K | $70K | 2.12% |
| 11 | MA | Mastercard Incorporated | Financial Services | 129K | $65K | 1.96% |
| 12 | WMT | Walmart Inc. | Consumer Defensive | 478K | $59K | 1.80% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 190K | $56K | 1.70% |
| 14 | CSCO | Cisco Systems, Inc. | Technology | 638K | $49K | 1.50% |
| 15 | GS | The Goldman Sachs Group, Inc. | Financial Services | 56K | $47K | 1.43% |
Showing 1 to 15 of 249 holdings