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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
46
6
4
2
0
1
38
5
2
BTR CAPITAL MANAGEMENT INC

Time Period2018-06-30

Total Holdings144

Total Value ($x1000)519,179
Activities
New8

Increased29

Unchanged37

Decreased70

Sold Out7

Top 10 Stock Holdingstotal 31.21%
MSFT3.89

AAPL3.86

GOOGL3.39

JPM3.38

PEP2.98

 
V2.91

CVX2.82

DIS2.72

AWK2.66

TMO2.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.89%
COM
AAPL
3.86%
COM
GOOGL
3.39%
CAP STK CL A
JPM
3.38%
COM
PEP
2.98%
COM
V
2.91%
COM CL A
CVX
2.82%
COM
DIS
2.72%
COM DISNEY
AWK
2.66%
COM
TMO
2.6%
COM
CCI
2.44%
COM
LOW
2.4%
COM
HACK
2.34%
PUREFUNDS ISE CY
JNJ
2.25%
COM
UTX
2.22%
COM
QCOM
2.12%
COM
AL
2.04%
CL A
ORCL
1.95%
COM
XBI
1.89%
S&P BIOTECH
IHI
1.89%
U.S. MED DVC ETF
MRK
1.82%
COM
IAT
1.81%
US REGNL BKS ETF
WY
1.81%
COM
PFE
1.76%
COM
CVS
1.73%
COM
PG
1.62%
COM
ABT
1.58%
COM
STWD
1.51%
COM
DFS
1.5%
COM
BKNG
1.48%
COM
MET
1.46%
COM
SLB
1.44%
COM
CNK
1.42%
COM
RTN
1.41%
COM NEW
KMI
1.41%
COM
MAA
1.41%
COM
PNR
1.18%
SHS
VTR
1.01%
COM
XOM
1.01%
COM
C
0.96%
COM NEW
HD
0.96%
COM
HEDJ
0.78%
EUROPE HEDGED EQ
VGT
0.52%
INF TECH ETF
JEC
0.49%
COM
GILD
0.48%
COM
EOG
0.47%
COM
DVN
0.46%
COM
BRK.B
0.44%
CL B NEW
FDX
0.44%
COM
ABBV
0.43%
COM
UNP
0.4%
COM
BX
0.39%
COM UNIT LTD
COST
0.38%
COM
UPS
0.36%
CL B
T
0.36%
COM
IBB
0.35%
NASDQ BIOTEC ETF
LMT
0.32%
COM
TRV
0.32%
COM
VZ
0.31%
COM
ECL
0.29%
COM
SBUX
0.29%
COM
KO
0.27%
COM
WFC
0.25%
COM
BA
0.25%
COM
VEU
0.24%
ALLWRLD EX US
GOOG
0.23%
CAP STK CL C
INTC
0.23%
COM
VTI
0.23%
TOTAL STK MKT
CLB
0.23%
COM
MATTHEWS...
0.21%
FUND
APA
0.2%
COM
DWDP
0.2%
COM
WM
0.19%
COM
DUK
0.19%
COM NEW
PHO
0.17%
WATER RES ETF
SCHX
0.17%
US LRG CAP ETF
ES
0.17%
COM
BIO
0.17%
CL A
NEE
0.16%
COM
ADP
0.15%
COM
XLU
0.15%
SBI INT-UTILS
EMR
0.15%
COM
HON
0.15%
COM
PJP
0.14%
DYNMC PHRMCTLS
SPY
0.14%
TR UNIT
OLED
0.14%
COM
MMM
0.14%
COM
MCD
0.14%
COM
KMB
0.14%
COM
SCHWAB S...
0.13%
D - SELECT SHARES
RDS/A
0.13%
SPONS ADR A
VANGUARD...
0.13%
FUND
BAC
0.12%
COM
IVV
0.12%
CORE S&P500 ETF
COP
0.11%
COM
USB
0.11%
COM NEW
IBM
0.1%
COM
HCN
0.08%
COM
MATTHEWS...
0.08%
FUND
WPM
0.08%
COM
BDX
0.08%
COM
CL
0.07%
COM
NVO
0.07%
ADR
SYK
0.07%
COM
NSC
0.07%
COM
PRICE T ...
0.06%
FUND
TMK
0.06%
COM
SCHW
0.06%
COM
ESS
0.06%
COM
CLX
0.06%
COM
SCHWAB 1...
0.06%
FUND
CTSH
0.06%
CL A
DISH
0.06%
CL A
AMERICAN...
0.06%
OF AMERICA CLASS
HCP
0.06%
COM
GE
0.06%
COM
DE
0.06%
COM
PM
0.06%
COM
SEP
0.06%
COM
RY
0.05%
COM
NNN
0.05%
COM
AXP
0.05%
COM
WBA
0.05%
COM
PPG
0.05%
COM
PSX
0.05%
COM
MDLZ
0.05%
CL A
DODGE& C...
0.05%
FUND
BMY
0.05%
COM
GPC
0.05%
COM
DREYFUS ...
0.05%
FUND
OIH
0.05%
OIL SVCS ETF
MCO
0.04%
COM
MATTHEWS...
0.04%
INCOME FUND
MCK
0.04%
COM
A
0.04%
COM
XLB
0.04%
SBI MATERIALS
AMGN
0.04%
COM
GIS
0.04%
COM
PX
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
EFA
0.04%
MSCI EAFE ETF
MFS VALU...
0.04%
FUND
SCHM
0.04%
US MID-CAP ETF
DNP
0.02%
COM
XOP
0.31%
S&P OILGAS EXP
PHO
0.24%
WATER RESOURCE
PJP
0.14%
DYN PHRMA PORT
PPL
0.07%
COM
OXY
0.05%
COM
BK
0.04%
COM
VIG
0.04%
DIV APP ETF