HoldingsChannel.com
BTR Capital Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 167,369 -4,550 $26,394
     MSFT167,369-4,550$26,394
APPLE INC 86,238 -1,583 $25,324
     AAPL86,238-1,583$25,324
JPMORGAN CHASE& 38 CO 162,493 -2,179 $22,652
     JPM162,493-2,179$22,652
DISNEY CO. WALT 132,493 -370 $19,162
     DIS132,493-370$19,162
ALPHABET CLASS A 14,069 -150 $18,844
     GOOGL14,069-150$18,844
VISA INC CLASS A SHRS 92,017 -1,980 $17,290
     V92,017-1,980$17,290
PEPSICO INCORPORATED 123,700 -2,082 $16,906
     PEP123,700-2,082$16,906
THERMO FISHER SCIENTIFIC INC 48,354 -365 $15,709
     TMO48,354-365$15,709
AMERICAN WATER WORKS CO 127,315 -905 $15,641
     AWK127,315-905$15,641
CHEVRON CORP 125,472 +7,059 $15,121
     CVX125,472+7,059$15,121
QUALCOMM INC. 157,833 +1,100 $13,926
     QCOM157,833+1,100$13,926
CROWN CASTLE INTERNATIONAL 97,211 +1,770 $13,819
     CCI97,211+1,770$13,819
LOWES CO INC 115,335 -1,048 $13,813
     LOW115,335-1,048$13,813
ETFMG PRIME CYBER SECURITY ETF (HACK) 315,238 -3,480 $13,089
     HACK315,238-3,480$13,089
MERCK& 38 CO. INC. 137,579 -875 $12,513
     MRK137,579-875$12,513
UNITED TECHNOLOGIES CORP 81,747 -950 $12,242
     UTX81,747-950$12,242
UNITED HEALTH GROUP INC. 39,082 +354 $11,489
     UNH39,082+354$11,489
ISHARES US MEDICAL DEVICES ETF (IHI) 43,253 -185 $11,433
     IHI43,253-185$11,433
AIR LEASE CORP CL A 229,859 -3,650 $10,923
     AL229,859-3,650$10,923
PROCTER AND GAMBLE COMPANY 79,098 -527 $9,879
     PG79,098-527$9,879
RAYTHEON CO NEW 44,780 +2,228 $9,840
     RTN44,780+2,228$9,840
PFIZER INC 240,202 +11,467 $9,411
     PFE240,202+11,467$9,411
SPDR SERIES TRUST S& 38 P BIOTECH (XBI) 98,197 +520 $9,340
     XBI98,197+520$9,340
ABBOTT LABORATORIES 102,072 -1,741 $8,866
     ABT102,072-1,741$8,866
METLIFE INC 172,207 +16,698 $8,777
     MET172,207+16,698$8,777
KINDER MORGAN INC 413,897 +165,413 $8,762
     KMI413,897+165,413$8,762
ISHARES DJ US REGIONAL BANKS (IAT) 163,521 -2,475 $8,335
     IAT163,521-2,475$8,335
DISCOVER FINL SVCS 91,383 +745 $7,751
     DFS91,383+745$7,751
MID AMERICA APARTMENT COM. 58,401 -730 $7,701
     MAA58,401-730$7,701
BOOKING HOLDINGS INC 3,718 -15 $7,636
     BKNG3,718-15$7,636
STARWOOD PROPERTY TRUST INC. 285,619 -1,025 $7,100
     STWD285,619-1,025$7,100
CONSTELLATION BRANDS INC CL A 35,117 +23,295 $6,663
     STZ35,117+23,295$6,663
JACOBS ENGINEERING GROUP INC 73,437 -400 $6,597
     JEC73,437-400$6,597
CVS HEALTH CORPORATION 88,062 -5,595 $6,542
     CVS88,062-5,595$6,542
CITIGROUP INC 73,842 +3,210 $5,899
     C73,842+3,210$5,899
WEYERHAEUSER COMPANY 186,577 -13,988 $5,635
     WY186,577-13,988$5,635
JOHNSON& 38 JOHNSON 38,276 -915 $5,583
     JNJ38,276-915$5,583
AMERICAN GROWTH FUND F 3      $5,374
     FUND105,183+6,912$5,374
PENTAIR PLC 102,011 -11,449 $4,679
     PNR102,011-11,449$4,679
EXXON MOBIL CORP 63,080 +6,098 $4,402
     XOM63,080+6,098$4,402
HOME DEPOT INC 19,294 -145 $4,213
     HD19,294-145$4,213
MFS VALUE FUND CL I      $4,114
     FUND92,080+1,699$4,114
DUPONT DE NEMOURS INC 61,699 +8,152 $3,961
     DD61,699+8,152$3,961
S& 38 P 500 DEPOSITARY RECEIPTS 10,152 UNCH $3,268
     SPY10,152UNCH$3,268
AT& 38 T INC 79,816 +250 $3,119
     T79,816+250$3,119
WISDOMTREE TRUST EUROPE HEDGED 42,194 -1,150 $2,978
     HEDJ42,194-1,150$2,978
VANGUARD INFORMATION TECH ETF (VGT) 12,044 UNCH $2,949
     VGT12,044UNCH$2,949
AMERICAN NEW PERSPECTIVE FD F3      $2,811
     FUND59,540+2,076$2,811
SCHLUMBERGER LIMITED 66,812 -14,511 $2,686
     SLB66,812-14,511$2,686
CSX CORPORATION 36,845 UNCH $2,666
     CSX36,845UNCH$2,666

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 12/31/2019: $580,479
At 09/30/2019: $531,937

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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