HERITAGE INVESTORS MANAGEMENT CORP - Portfolio overview

HERITAGE INVESTORS MANAGEMENT CORP has 265 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.33%
2. AVGO - BROADCOM INC, 4.78%
3. GOOGL - ALPHABET INC, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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