Heritage Investors Management Corp Portfolio Holdings
Heritage Investors Management Corp
- $3.1 Billion
- Q4 2024
Heritage Investors Management Corp has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.1 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 $184M, Broadcom Inc. with a value of $139M, Microsoft Corp with a value of $128M, Palo Alto Networks Inc with a value of $106M, and Alphabet Inc. with a value of $79.5M.
Examining the 13F form we can see an increase of $96.3M in the current position value, from $3B to 3.1B.
Below you can find more details about Heritage Investors Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.1 Billion
Technology: $858 Million
Financial Services: $418 Million
Consumer Cyclical: $335 Million
Healthcare: $291 Million
Industrials: $282 Million
Communication Services: $270 Million
Consumer Defensive: $186 Million
ETFs: $170 Million
Other: $231 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 255
- Current Value $3.1 Billion
- Prior Value $3 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 76 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks