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Home > Institutional Investor > Heritage Investors Management Corp > Profile

Instuitional Investor - Heritage Investors Management Corp

Fund Profile
Filing Period:
Fund Name: Heritage Investors Management Corp
Portfolio Value $2,916,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 730,807 $162,312 5.57%
2.
Microsoft Corp
 MSFT 304,445 $114,286 3.92%
3.
Broadcom Inc.
 AVGO 599,760 $100,418 3.44%
4.
Palo Alto Networks Inc
 PANW 582,361 $99,389 3.41%
5.
Mastercard Inc
 MA 133,400 $73,119 2.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)