Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 02-07-2024 | 12-31-2023 | 248 | 2,646,724,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $146,888,000 | 762,936 | 5.55 | 5.56 | -13,756 | -1.77 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $117,330,000 | 312,016 | 4.43 | 4.23 | -7,901 | -2.47 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 3 | $87,756,000 | 297,600 | 3.32 | 3.01 | -9,534 | -3.10 | 12-31-2023 |
| BROADCOM INC | COM | 4 | $71,712,000 | 64,243 | 2.71 | 2.29 | -1,758 | -2.66 | 12-31-2023 |
