HIMC
Heritage Investors Management Corp Portfolio holdings
AUM $2.92B
This Quarter Return
-4.79%
1 Year Return
+8.79%
3 Year Return
+39.88%
5 Year Return
+165.55%
10 Year Return
+262.42%
AUM
$2.92B
AUM Growth
-$181M (-6%)
Cap. Flow
+$4.69M
Cap. Flow % of AUM
0.16%
Top 10 Holdings %Top 10 Hldgs %
29.22%
Holding
264
New
9
Increased
62
Reduced
125
Closed
10
Top Buys
1 | $37.3M | |
2 | $4.64M | |
3 | $3.21M | |
4 | $2.5M | |
5 | $2.26M |
Top Sells
1 | $3.47M | |
2 | $2.16M | |
3 | $2.09M | |
4 | $1.18M | |
5 | $1.17M |
Sector Composition
1 | Technology | 26.55% |
2 | Financials | 14.92% |
3 | Consumer Discretionary | 10.67% |
4 | Healthcare | 10.56% |
5 | Industrials | 8.62% |