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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
48
6
4
2
0
1
42
5
2
BTR CAPITAL MANAGEMENT INC

Time Period2017-12-31

Total Holdings151

Total Value ($x1000)510,954
Activities
New7

Increased30

Unchanged43

Decreased71

Sold Out4

Top 10 Stock Holdingstotal 30.82%
AAPL4.07

MSFT3.75

JPM3.54

GOOGL3.24

PEP2.97

 
CVX2.88

AWK2.71

V2.65

JNJ2.52

TMO2.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.07%
COM
MSFT
3.75%
COM
JPM
3.54%
COM
GOOGL
3.24%
CAP STK CL A
PEP
2.97%
COM
CVX
2.88%
COM
AWK
2.71%
COM
V
2.65%
COM CL A
JNJ
2.52%
COM
TMO
2.49%
COM
DIS
2.41%
COM DISNEY
LOW
2.38%
COM
QCOM
2.34%
COM
AL
2.29%
CL A
UTX
2.21%
COM
HACK
2.1%
PUREFUNDS ISE CY
CCI
2.09%
COM
ORCL
2.04%
COM
CVS
1.9%
COM
PFE
1.79%
COM
WY
1.78%
COM
IHI
1.76%
U.S. MED DVC ETF
XBI
1.75%
S&P BIOTECH
IAT
1.74%
US REGNL BKS ETF
MET
1.68%
COM
DFS
1.65%
COM
PNR
1.62%
SHS
MRK
1.58%
COM
ABT
1.5%
COM
STWD
1.47%
COM
PG
1.44%
COM
CNK
1.43%
COM
SLB
1.39%
COM
RTN
1.39%
COM NEW
KMI
1.38%
COM
MAA
1.34%
COM
PCLN
1.3%
COM NEW
VTR
1.16%
COM
XOM
1.02%
COM
HD
0.99%
COM
VGT
0.53%
INF TECH ETF
BRK.B
0.51%
CL B NEW
GILD
0.51%
COM
FDX
0.5%
COM
BX
0.48%
COM UNIT LTD
JEC
0.47%
COM
DVN
0.45%
COM
EOG
0.44%
COM
ABBV
0.43%
COM
T
0.43%
COM
LMT
0.4%
COM
TRV
0.37%
COM
UNP
0.37%
COM
SBUX
0.36%
COM
COST
0.36%
COM
IBB
0.34%
NASDQ BIOTEC ETF
VZ
0.34%
COM
UPS
0.34%
CL B
ECL
0.32%
COM
KO
0.31%
COM
WFC
0.3%
COM
OLED
0.29%
COM
VEU
0.29%
ALLWRLD EX US
BA
0.29%
COM
APA
0.27%
COM
PHO
0.26%
WATER RESOURCE
DWDP
0.23%
COM
VTI
0.23%
TOTAL STK MKT
MATTHEWS...
0.23%
FUND
GOOG
0.22%
CAP STK CL C
INTC
0.22%
COM
XOP
0.22%
S&P OILGAS EXP
WM
0.21%
COM
DUK
0.21%
COM NEW
CLB
0.21%
COM
ES
0.18%
COM
MMM
0.18%
COM
SCHX
0.17%
US LRG CAP ETF
KMB
0.16%
COM
NEE
0.16%
COM
HON
0.16%
COM
EMR
0.15%
COM
XLU
0.15%
SBI INT-UTILS
MCD
0.15%
COM
PJP
0.14%
DYN PHRMA PORT
SPY
0.14%
TR UNIT
BIO
0.14%
CL A
BAC
0.14%
COM
ADP
0.13%
COM
RDS/A
0.13%
SPONS ADR A
GE
0.13%
COM
VANGUARD...
0.13%
FUND
IVV
0.12%
CORE S&P500 ETF
WPM
0.12%
COM
USB
0.11%
COM NEW
IBM
0.11%
COM
TJX
0.1%
COM
OIH
0.1%
OIL SVCS ETF
CL
0.09%
COM
HCN
0.09%
COM
PM
0.09%
COM
NVO
0.09%
ADR
MATTHEWS...
0.09%
FUND
COP
0.09%
COM
AXP
0.09%
COM
DISH
0.08%
CL A
BDX
0.08%
COM
PPL
0.08%
COM
ESS
0.08%
COM
SCHWAB 1...
0.07%
FUND
TMK
0.07%
COM
AMLP
0.07%
ALERIAN MLP
CLX
0.07%
COM
DE
0.07%
COM
WBA
0.07%
COM
SCHW
0.06%
COM
SYK
0.06%
COM
HCP
0.06%
COM
SEP
0.06%
COM
RY
0.06%
COM
BMY
0.06%
COM
NSC
0.06%
COM
PRICE T ...
0.06%
FUND
GIS
0.06%
COM
NNN
0.06%
COM
FB
0.05%
CL A
CTSH
0.05%
CL A
OXY
0.05%
COM
MCK
0.05%
COM
PPG
0.05%
COM
MDLZ
0.05%
CL A
PSX
0.05%
COM
MATTHEWS...
0.05%
INCOME FUND
A
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
XLB
0.05%
SBI MATERIALS
DREYFUS ...
0.05%
FUND
AMGN
0.05%
COM
GPC
0.04%
COM
BK
0.04%
COM
CELG
0.04%
COM
ENB
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
BPL
0.04%
UNIT LTD PARTN
PX
0.04%
COM
VNQ
0.04%
REIT ETF
VIG
0.04%
DIV APP ETF
MCO
0.04%
COM
INVESCO ...
0.04%
FUND
RQI
0.03%
COM
DNP
0.03%
COM
NWL
1.15%
COM
BRK.A
0.06%
CL A
PCG
0.05%
COM
PBW
0.03%
WNDRHLL CLN EN