Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Heritage Family Offices, LLP

Industry Market Value
Percent
13 - Oil And Gas Extraction 4,673,035 2.59
16 - Heavy Construction Other Than Building Construction Contractors 1,342,745 0.75
20 - Food And Kindred Products 561,592 0.31
21 - Tobacco Products 769,814 0.43
28 - Chemicals And Allied Products 10,172,394 5.65
29 - Petroleum Refining And Related Industries 2,533,592 1.41
30 - Rubber And Miscellaneous Plastics Products 268,593 0.15
33 - Primary Metal Industries 242,203 0.13
34 - Fabricated Metal Products, Except Machinery And Transportation Equipment 2,908,879 1.61
35 - Industrial And Commercial Machinery And Computer Equipment 7,386,749 4.10
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 10,687,997 5.93
37 - Transportation Equipment 2,716,710 1.51
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 4,853,196 2.69
42 - Motor Freight Transportation And Warehousing 343,858 0.19
48 - Communications 1,157,927 0.64
50 - Wholesale Trade-durable Goods 3,191,590 1.77
51 - Wholesale Trade-non-durable Goods 1,759,128 0.98
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 3,530,778 1.96
53 - General Merchandise Stores 776,799 0.43
56 - Apparel And Accessory Stores 283,773 0.16
59 - Miscellaneous Retail 206,198 0.11
60 - Depository Institutions 3,233,570 1.79
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 66,759,873 37.05
63 - Insurance Carriers 2,571,049 1.43
64 - Insurance Agents, Brokers, And Service 2,307,781 1.28
65 - Real Estate 206,991 0.11
67 - Holding And Other Investment Offices 325,008 0.18
70 - Hotels, Rooming Houses, Camps, And Other Lodging Places 861,096 0.48
73 - Business Services 14,749,134 8.19
80 - Health Services 524,999 0.29
83 - Social Services 309,545 0.17
87 - Engineering, Accounting, Research, Management, And Related Services 915,665 0.51
Industry Not Reported 27,046,532 15.01
Total 180,178,793 100.00