Heritage Investors Management Corp Portfolio Holdings
Heritage Investors Management Corp
- $3 Billion
- Q3 2024
Heritage Investors Management Corp has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3 Billion distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $171M, Microsoft Corp with a value of $130M, Broadcom Inc. with a value of $105M, Palo Alto Networks Inc with a value of $101M, and Alphabet Inc. with a value of $69.7M.
Examining the 13F form we can see an increase of $139M in the current position value, from $2.86B to 3B.
Below you can find more details about Heritage Investors Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3 Billion
Technology: $785 Million
Financial Services: $413 Million
Consumer Cyclical: $322 Million
Healthcare: $321 Million
Industrials: $285 Million
Communication Services: $249 Million
Consumer Defensive: $191 Million
ETFs: $175 Million
Other: $242 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 254
- Current Value $3 Billion
- Prior Value $2.86 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks