HoldingsChannel.com
BTR Capital Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 159,918 -7,451 $25,221
     MSFT159,918-7,451$25,221
APPLE INC 78,820 -7,418 $20,043
     AAPL78,820-7,418$20,043
ALPHABET CLASS A 13,503 -566 $15,690
     GOOGL13,503-566$15,690
JPMORGAN CHASE& 38 CO 169,965 +7,472 $15,302
     JPM169,965+7,472$15,302
PEPSICO INCORPORATED 122,351 -1,349 $14,694
     PEP122,351-1,349$14,694
AMERICAN WATER WORKS CO 122,814 -4,501 $14,684
     AWK122,814-4,501$14,684
VISA INC CLASS A SHRS 90,009 -2,008 $14,502
     V90,009-2,008$14,502
CROWN CASTLE INTERNATIONAL 95,366 -1,845 $13,771
     CCI95,366-1,845$13,771
THERMO FISHER SCIENTIFIC INC 48,341 -13 $13,710
     TMO48,341-13$13,710
DISNEY CO. WALT 137,788 +5,295 $13,310
     DIS137,788+5,295$13,310
MERCK& 38 CO. INC. 156,502 +18,923 $12,041
     MRK156,502+18,923$12,041
QUALCOMM INC. 170,477 +12,644 $11,533
     QCOM170,477+12,644$11,533
PROCTER AND GAMBLE COMPANY 101,361 +22,263 $11,150
     PG101,361+22,263$11,150
ETFMG PRIME CYBER SECURITY ETF (HACK) 309,298 -5,940 $11,033
     HACK309,298-5,940$11,033
UNITED HEALTH GROUP INC. 39,937 +855 $9,959
     UNH39,937+855$9,959
CHEVRON CORP 135,476 +10,004 $9,817
     CVX135,476+10,004$9,817
LOWES CO INC 113,183 -2,152 $9,739
     LOW113,183-2,152$9,739
ISHARES US MEDICAL DEVICES ETF (IHI) 40,972 -2,281 $9,233
     IHI40,972-2,281$9,233
SPDR SERIES TRUST S& 38 P BIOTECH (XBI) 115,871 +17,674 $8,973
     XBI115,871+17,674$8,973
PFIZER INC 260,296 +20,094 $8,496
     PFE260,296+20,094$8,496
AT& 38 T INC 287,617 +207,801 $8,384
     T287,617+207,801$8,384
ABBOTT LABORATORIES 104,309 +2,237 $8,231
     ABT104,309+2,237$8,231
UNITED TECHNOLOGIES CORP 78,634 -3,113 $7,418
     UTX78,634-3,113$7,418
JACOBS ENGINEERING GROUP INC 88,907 +15,470 $7,048
     JEC88,907+15,470$7,048
KINDER MORGAN INC 483,453 +69,556 $6,730
     KMI483,453+69,556$6,730
MID AMERICA APARTMENT COM. 60,246 +1,845 $6,207
     MAA60,246+1,845$6,207
RAYTHEON CO NEW 46,550 +1,770 $6,105
     RTN46,550+1,770$6,105
METLIFE INC 188,282 +16,075 $5,756
     MET188,282+16,075$5,756
CITIGROUP INC 123,012 +49,170 $5,181
     C123,012+49,170$5,181
CVS HEALTH CORPORATION 85,487 -2,575 $5,072
     CVS85,487-2,575$5,072
UNITED PARCEL SERVICE CL B 54,213 +36,380 $5,065
     UPS54,213+36,380$5,065
CONSTELLATION BRANDS INC CL A 34,892 -225 $5,002
     STZ34,892-225$5,002
JOHNSON& 38 JOHNSON 36,810 -1,466 $4,827
     JNJ36,810-1,466$4,827
AMERICAN GROWTH FUND F 3      $4,818
     FUND110,993+5,810$4,818
ISHARES DJ US REGIONAL BANKS (IAT) 165,871 +2,350 $4,795
     IAT165,871+2,350$4,795
DISCOVER FINL SVCS 106,773 +15,390 $3,809
     DFS106,773+15,390$3,809
HOME DEPOT INC 19,374 +80 $3,617
     HD19,374+80$3,617
MFS VALUE FUND CL I      $3,228
     FUND95,302+3,222$3,228
WEYERHAEUSER COMPANY 181,811 -4,766 $3,082
     WY181,811-4,766$3,082
PENTAIR PLC 101,441 -570 $3,019
     PNR101,441-570$3,019
STARWOOD PROPERTY TRUST INC. 281,449 -4,170 $2,885
     STWD281,449-4,170$2,885
VANGUARD INFORMATION TECH ETF (VGT) 11,749 -295 $2,490
     VGT11,749-295$2,490
AMERICAN NEW PERSPECTIVE FD F3      $2,421
     FUND62,681+3,141$2,421
EXXON MOBIL CORP 60,965 -2,115 $2,315
     XOM60,965-2,115$2,315
WISDOMTREE TRUST EUROPE HEDGED 41,554 -640 $2,129
     HEDJ41,554-640$2,129
CSX CORPORATION 35,605 -1,240 $2,040
     CSX35,605-1,240$2,040
COSTCO WHSL CORP NEW 7,098 -165 $2,024
     COST7,098-165$2,024
BERKSHIRE HATHAWAY INC CLASS B      $1,947
     BRK.B10,649+1,090$1,947
S& 38 P 500 DEPOSITARY RECEIPTS 7,427 -2,725 $1,914
     SPY7,427-2,725$1,914
AIR LEASE CORP CL A 81,970 -147,889 $1,815
     AL81,970-147,889$1,815

See Full List: All Stocks Held By BTR Capital Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BTR Capital Management Inc.

Size ($ in 1000's)
At 03/31/2020: $451,829
At 12/31/2019: $580,479

BTR Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BTR Capital Management Inc. 13F filings. Link to 13F filings: SEC filings

BTR Capital Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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