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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
54
7
5
2
0
1
39
4
3
BTR CAPITAL MANAGEMENT INC

Time Period2019-03-31

Total Holdings163

Total Value ($x1000)520,365
Activities
New10

Increased48

Unchanged26

Decreased79

Sold Out9

Top 10 Stock Holdingstotal 31.65%
MSFT4.23

AAPL3.61

GOOGL3.23

JPM3.18

PEP3.05

 
V3.02

TMO2.98

DIS2.86

CVX2.77

AWK2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.23%
COM
AAPL
3.61%
COM
GOOGL
3.23%
CAP STK CL A
JPM
3.18%
COM
PEP
3.05%
COM
V
3.02%
COM CL A
TMO
2.98%
COM
DIS
2.86%
COM DISNEY
CVX
2.77%
COM
AWK
2.72%
COM
CCI
2.54%
COM
LOW
2.46%
COM
HACK
2.35%
PUREFUNDS ISE CY
MRK
2.15%
COM
UTX
2.12%
COM
IHI
2.01%
U.S. MED DVC ETF
QCOM
2%
COM
JNJ
1.97%
COM
PG
1.78%
COM
XBI
1.71%
S&P BIOTECH
ABT
1.65%
COM
PFE
1.59%
COM
AL
1.55%
CL A
UNH
1.55%
COM
CNK
1.5%
COM
STWD
1.46%
COM
MAA
1.42%
COM
IAT
1.36%
US REGNL BKS ETF
RTN
1.31%
COM NEW
BKNG
1.26%
COM
MET
1.24%
COM
DFS
1.22%
COM
JEC
1.06%
COM
PNR
1.04%
SHS
DWDP
1.03%
COM
CVS
1.01%
COM
AMERICAN...
0.91%
FUND
KMI
0.87%
COM
XOM
0.86%
COM
EOG
0.84%
COM
WY
0.83%
COM
C
0.73%
COM NEW
MFS VALU...
0.72%
FUND
HD
0.69%
COM
AMLP
0.6%
ALERIAN MLP
SLB
0.58%
COM
CSX
0.56%
COM
HEDJ
0.55%
EUROPE HEDGED EQ
SPY
0.55%
TR UNIT
VGT
0.5%
INF TECH ETF
AMERICAN...
0.49%
FUND
BRK.B
0.39%
CL B NEW
UPS
0.38%
CL B
XLB
0.37%
SBI MATERIALS
VZ
0.36%
COM
XLF
0.36%
SBI INT-FINL
GILD
0.35%
COM
TRV
0.35%
COM
COST
0.34%
COM
ABBV
0.34%
COM
IBB
0.33%
NASDQ BIOTEC ETF
JPMORGAN...
0.33%
CLASS I SHARES
T
0.33%
COM
KBWB
0.32%
KBW BK
ECL
0.32%
COM
INTC
0.3%
COM
ORCL
0.3%
COM
WM
0.29%
COM
LMT
0.28%
COM
BARON SM...
0.26%
INSTITUTIONAL CLA
BA
0.26%
COM
OLED
0.25%
COM
NEE
0.25%
COM
KO
0.24%
COM
VTI
0.24%
TOTAL STK MKT
MCD
0.23%
COM
OIH
0.22%
OIL SVCS ETF
WFC
0.22%
COM
VEU
0.22%
ALLWRLD EX US
UNP
0.22%
COM
EATON VA...
0.22%
FUND
PHO
0.21%
WATER RES ETF
ES
0.19%
COM
GOOG
0.19%
CAP STK CL C
BIO
0.18%
CL A
EMR
0.16%
COM
ADP
0.16%
COM
IVV
0.16%
CORE S&P500 ETF
HON
0.16%
COM
XLU
0.15%
SBI INT-UTILS
MATTHEWS...
0.15%
FUND
DUK
0.15%
COM NEW
MMM
0.14%
COM
VANGUARD...
0.14%
FUND
XLV
0.13%
SBI HEALTHCARE
PJP
0.13%
DYNMC PHRMCTLS
DE
0.13%
COM
KMB
0.13%
COM
SCHWAB S...
0.13%
D - SELECT SHARES
DVN
0.12%
COM
BAC
0.11%
COM
SCHX
0.11%
US LRG CAP ETF
IBM
0.11%
COM
CL
0.11%
COM
EPD
0.1%
COM
SBUX
0.1%
COM
MDLZ
0.1%
CL A
WBA
0.1%
COM
T ROWE P...
0.09%
FUND
COP
0.09%
COM
LLY
0.09%
COM
SYK
0.08%
COM
NVO
0.08%
ADR
GPC
0.08%
COM
WMT
0.08%
COM
BDX
0.08%
COM
AXP
0.07%
COM
USB
0.07%
COM NEW
ESS
0.07%
COM
ADBE
0.07%
COM
DHR
0.07%
COM
ENB
0.07%
COM
MATTHEWS...
0.07%
FUND
NNN
0.07%
COM
CMCSA
0.07%
CL A
NSC
0.07%
COM
HCP
0.07%
COM
CLX
0.06%
COM
AMGN
0.06%
COM
XOP
0.06%
S&P OILGAS EXP
ETE
0.06%
COM UT LTD PTN
PRICE T ...
0.06%
FUND
PPG
0.06%
COM
MCK
0.06%
COM
FDX
0.06%
COM
DISH
0.05%
CL A
BX
0.05%
COM UNIT LTD
TMK
0.05%
COM
CSCO
0.05%
COM
CTSH
0.05%
CL A
SRE
0.05%
COM
CLB
0.05%
COM
SCHWAB 1...
0.05%
FUND
SCHW
0.05%
COM
PRU
0.05%
COM
MCO
0.05%
COM
WEC
0.05%
COM
XLK
0.05%
TECHNOLOGY
PSX
0.04%
COM
CWT
0.04%
COM
DODGE& C...
0.04%
FUND
CB
0.04%
COM
BAX
0.04%
COM
RDS/A
0.04%
SPONS ADR A
APA
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
A
0.04%
COM
CDNS
0.04%
COM
BMY
0.04%
COM
DREYFUS ...
0.04%
FUND
PIMCO IN...
0.03%
FUND
GE
0.02%
COM
SIRI
0.02%
COM
AMERICAN...
0.91%
OF AMERICA CLASS
VTR
0.35%
COM
AMERICAN...
0.34%
FUND CLASS F2
JPMORGAN...
0.22%
FUND
PERMANEN...
0.13%
FUND
FRANKLIN...
0.11%
FUND
HCN
0.1%
COM
BLACKROC...
0.07%
FUND
AMER FD ...
0.05%
FUND