Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 07-30-2024 | 06-30-2024 | 252 | 2,863,204,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $156,907,000 | 744,976 | 5.48 | 5.55 | -17,960 | -2.35 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $135,532,000 | 303,238 | 4.73 | 4.43 | -8,778 | -2.81 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 3 | $101,472,000 | 299,320 | 3.54 | 3.32 | 1,720 | 0.58 | 06-30-2024 |
| BROADCOM INC | COM | 4 | $98,422,000 | 61,302 | 3.44 | 2.71 | -2,941 | -4.58 | 06-30-2024 |
