Heritage Investors Management Corp Portfolio Holdings
Heritage Investors Management Corp
- $2.83 Billion
- Q1 2024
Heritage Investors Management Corp has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $130M, Microsoft Corp with a value of $129M, Palo Alto Networks Inc with a value of $84.9M, Broadcom Inc. with a value of $82.6M, and Mastercard Inc with a value of $67.2M.
Examining the 13F form we can see an increase of $187M in the current position value, from $2.65B to 2.83B.
Below you can find more details about Heritage Investors Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$2.83 Billion
Technology: $671 Million
Financial Services: $400 Million
Consumer Cyclical: $313 Million
Healthcare: $312 Million
Industrials: $285 Million
Communication Services: $243 Million
Consumer Defensive: $178 Million
ETFs: $168 Million
Other: $244 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 255
- Current Value $2.83 Billion
- Prior Value $2.65 Billion
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 13 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks