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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
6
5
2
0
1
43
5
2
BTR CAPITAL MANAGEMENT INC

Time Period2018-09-30

Total Holdings172

Total Value ($x1000)574,941
Activities
New29

Increased51

Unchanged33

Decreased59

Sold Out1

Top 10 Stock Holdingstotal 30.26%
MSFT3.99

AAPL3.83

JPM3.28

GOOGL3.12

V2.84

 
PEP2.76

DIS2.73

TMO2.71

CVX2.55

QCOM2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.99%
COM
AAPL
3.83%
COM
JPM
3.28%
COM
GOOGL
3.12%
CAP STK CL A
V
2.84%
COM CL A
PEP
2.76%
COM
DIS
2.73%
COM DISNEY
TMO
2.71%
COM
CVX
2.55%
COM
QCOM
2.45%
COM
AWK
2.45%
COM
JNJ
2.4%
COM
LOW
2.36%
COM
HACK
2.26%
PUREFUNDS ISE CY
CCI
2.25%
COM
UTX
2.23%
COM
ORCL
2.09%
COM
AL
2.02%
CL A
CVS
1.94%
COM
MRK
1.92%
COM
IHI
1.87%
U.S. MED DVC ETF
XBI
1.72%
S&P BIOTECH
PFE
1.66%
COM
IAT
1.63%
US REGNL BKS ETF
PG
1.55%
COM
WY
1.51%
COM
ABT
1.48%
COM
DFS
1.47%
COM
CNK
1.46%
COM
MET
1.42%
COM
RTN
1.38%
COM NEW
BKNG
1.36%
COM
STWD
1.35%
COM
KMI
1.3%
COM
MAA
1.26%
COM
SLB
1.2%
COM
PNR
1.11%
SHS
C
1.02%
COM NEW
HD
0.89%
COM
XOM
0.88%
COM
VTR
0.85%
COM
HEDJ
0.7%
EUROPE HEDGED EQ
AMERICAN...
0.59%
OF AMERICA CLASS
JEC
0.53%
COM
VGT
0.5%
INF TECH ETF
GILD
0.48%
COM
BRK.B
0.46%
CL B NEW
EOG
0.44%
COM
FDX
0.42%
COM
ABBV
0.42%
COM
UNP
0.4%
COM
DVN
0.39%
COM
T
0.37%
COM
UPS
0.36%
CL B
IBB
0.35%
NASDQ BIOTEC ETF
LMT
0.34%
COM
BX
0.34%
COM UNIT LTD
VZ
0.33%
COM
COST
0.3%
COM
ECL
0.29%
COM
TRV
0.29%
COM
SBUX
0.29%
COM
INTC
0.28%
COM
KO
0.25%
COM
BA
0.25%
COM
PERMANEN...
0.25%
FUND
EATON VA...
0.24%
FUND
WFC
0.23%
COM
WM
0.23%
COM
NEE
0.22%
COM
VTI
0.22%
TOTAL STK MKT
MFS VALU...
0.22%
FUND
VEU
0.22%
ALLWRLD EX US
DWDP
0.21%
COM
CLB
0.18%
COM
APA
0.18%
COM
MATTHEWS...
0.18%
FUND
OLED
0.18%
COM
EMR
0.17%
COM
GOOG
0.17%
CAP STK CL C
DUK
0.17%
COM NEW
MCD
0.17%
COM
BIO
0.16%
CL A
BARON SM...
0.16%
INSTITUTIONAL CLA
PHO
0.16%
WATER RES ETF
ES
0.16%
COM
KMB
0.16%
COM
SCHX
0.15%
US LRG CAP ETF
HON
0.15%
COM
AMERICAN...
0.15%
FUND CLASS F2
PJP
0.14%
DYNMC PHRMCTLS
SPY
0.14%
TR UNIT
ADP
0.14%
COM
XLU
0.14%
SBI INT-UTILS
MMM
0.13%
COM
SCHWAB S...
0.12%
D - SELECT SHARES
IBM
0.12%
COM
VANGUARD...
0.12%
FUND
DE
0.12%
COM
IVV
0.12%
CORE S&P500 ETF
BAC
0.12%
COM
RDS/A
0.11%
SPONS ADR A
UNH
0.11%
COM
COP
0.11%
COM
FRANKLIN...
0.1%
FUND
USB
0.1%
COM NEW
T ROWE P...
0.09%
FUND
CL
0.09%
COM
EPD
0.09%
COM
HCN
0.09%
COM
AMERICAN...
0.08%
FUND
ETP
0.08%
UNIT LTD PRT INT
ADBE
0.08%
COM
BDX
0.07%
COM
NVO
0.07%
ADR
BLACKROC...
0.07%
FUND
NSC
0.07%
COM
GPC
0.07%
COM
AMGN
0.07%
COM
SYK
0.07%
COM
WBA
0.07%
COM
MATTHEWS...
0.06%
FUND
LLY
0.06%
COM
AXP
0.06%
COM
CLX
0.06%
COM
PRICE T ...
0.06%
FUND
MCK
0.06%
COM
HCP
0.06%
COM
ESS
0.06%
COM
DISH
0.06%
CL A
WPM
0.06%
COM
PSX
0.06%
COM
TMK
0.05%
COM
PM
0.05%
COM
DHR
0.05%
COM
SCHW
0.05%
COM
PPG
0.05%
COM
MDLZ
0.05%
CL A
CTSH
0.05%
CL A
CMCSA
0.05%
CL A
SEP
0.05%
COM
NNN
0.05%
COM
WMT
0.05%
COM
SCHWAB 1...
0.05%
FUND
BMY
0.05%
COM
CSCO
0.05%
COM
DODGE& C...
0.05%
FUND
GE
0.05%
COM
AMER FD ...
0.05%
FUND
GIS
0.04%
COM
PRU
0.04%
COM
OXY
0.04%
COM
DREYFUS ...
0.04%
FUND
ESRX
0.04%
COM
MCO
0.04%
COM
A
0.04%
COM
SRE
0.04%
COM
NVS
0.04%
SPONSORED ADR
XLB
0.04%
SBI MATERIALS
RPM
0.04%
COM
EFA
0.04%
MSCI EAFE ETF
SCHM
0.04%
US MID-CAP ETF
PX
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
OIH
0.04%
OIL SVCS ETF
CB
0.04%
COM
AMERICAN...
0.04%
& INCOME FD CLS F
BAX
0.04%
COM
JPMORGAN...
0.04%
CLASS I SHARES
MATTHEWS...
0.03%
INCOME FUND
DNP
0.02%
COM
SIRI
0.02%
COM
RY
0.05%
COM