HoldingsChannel.com
BTR Capital Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 171,919 -10,281 $23,902
     MSFT171,919-10,281$23,902
APPLE INC 87,821 -5,951 $19,669
     AAPL87,821-5,951$19,669
JPMORGAN CHASE& 38 CO 164,672 -16 $19,380
     JPM164,672-16$19,380
ALPHABET CLASS A 14,219 -29 $17,363
     GOOGL14,219-29$17,363
DISNEY CO. WALT 132,863 +2,114 $17,315
     DIS132,863+2,114$17,315
PEPSICO INCORPORATED 125,782 -1,740 $17,245
     PEP125,782-1,740$17,245
VISA INC CLASS A SHRS 93,997 -3,744 $16,168
     V93,997-3,744$16,168
AMERICAN WATER WORKS CO 128,220 -6,129 $15,929
     AWK128,220-6,129$15,929
THERMO FISHER SCIENTIFIC INC 48,719 -5,921 $14,190
     TMO48,719-5,921$14,190
CHEVRON CORP 118,413 +164 $14,044
     CVX118,413+164$14,044
CROWN CASTLE INTERNATIONAL 95,441 -5,820 $13,267
     CCI95,441-5,820$13,267
LOWES CO INC 116,383 -861 $12,798
     LOW116,383-861$12,798
QUALCOMM INC. 156,733 -1,434 $11,956
     QCOM156,733-1,434$11,956
ETFMG PRIME CYBER SECURITY ETF (HACK) 318,718 +11,713 $11,920
     HACK318,718+11,713$11,920
MERCK& 38 CO. INC. 138,454 -279 $11,655
     MRK138,454-279$11,655
UNITED TECHNOLOGIES CORP 82,697 -4,309 $11,290
     UTX82,697-4,309$11,290
ISHARES US MEDICAL DEVICES ETF (IHI) 43,438 -1,264 $10,740
     IHI43,438-1,264$10,740
PROCTER AND GAMBLE COMPANY 79,625 -1,545 $9,904
     PG79,625-1,545$9,904
AIR LEASE CORP CL A 233,509 -2,527 $9,765
     AL233,509-2,527$9,765
ABBOTT LABORATORIES 103,813 -1,801 $8,686
     ABT103,813-1,801$8,686
UNITED HEALTH GROUP INC. 38,728 +4,945 $8,416
     UNH38,728+4,945$8,416
RAYTHEON CO NEW 42,552 +1,363 $8,348
     RTN42,552+1,363$8,348
PFIZER INC 228,735 +31,949 $8,218
     PFE228,735+31,949$8,218
ISHARES DJ US REGIONAL BANKS (IAT) 165,996 +1,895 $7,729
     IAT165,996+1,895$7,729
MID AMERICA APARTMENT COM. 59,131 -7,091 $7,688
     MAA59,131-7,091$7,688
SPDR SERIES TRUST S& 38 P BIOTECH (XBI) 97,677 +381 $7,448
     XBI97,677+381$7,448
DISCOVER FINL SVCS 90,638 +1,993 $7,350
     DFS90,638+1,993$7,350
METLIFE INC 155,509 +4,249 $7,334
     MET155,509+4,249$7,334
BOOKING HOLDINGS INC 3,733 -21 $7,326
     BKNG3,733-21$7,326
STARWOOD PROPERTY TRUST INC. 286,644 -48,799 $6,943
     STWD286,644-48,799$6,943
JACOBS ENGINEERING GROUP INC 73,837 -496 $6,756
     JEC73,837-496$6,756
CVS HEALTH CORPORATION 93,657 -1,806 $5,907
     CVS93,657-1,806$5,907
WEYERHAEUSER COMPANY 200,565 -19,864 $5,556
     WY200,565-19,864$5,556
KINDER MORGAN INC 248,484 +19,435 $5,121
     KMI248,484+19,435$5,121
JOHNSON& 38 JOHNSON 39,191 -10,355 $5,071
     JNJ39,191-10,355$5,071
CITIGROUP INC 70,632 +5,735 $4,879
     C70,632+5,735$4,879
AMERICAN GROWTH FUND F 3      $4,848
     FUND98,271-7,302$4,848
HOME DEPOT INC 19,439 -182 $4,510
     HD19,439-182$4,510
PENTAIR PLC 113,460 -8,887 $4,289
     PNR113,460-8,887$4,289
EXXON MOBIL CORP 56,982 +990 $4,023
     XOM56,982+990$4,023
MFS VALUE FUND CL I      $3,833
     FUND90,381-8,612$3,833
DUPONT DE NEMOURS INC 53,547 +19,602 $3,818
     DD53,547+19,602$3,818
S& 38 P 500 DEPOSITARY RECEIPTS 10,152 +402 $3,013
     SPY10,152+402$3,013
AT& 38 T INC 79,566 +22,267 $3,011
     T79,566+22,267$3,011
WISDOMTREE TRUST EUROPE HEDGED 43,344 +630 $2,917
     HEDJ43,344+630$2,917
SCHLUMBERGER LIMITED 81,323 +6,134 $2,779
     SLB81,323+6,134$2,779
VANGUARD INFORMATION TECH ETF (VGT) 12,044 -210 $2,596
     VGT12,044-210$2,596
ALPS ALERIAN MLP ETF (AMLP) 283,930 -29,040 $2,595
     AMLP283,930-29,040$2,595
AMERICAN NEW PERSPECTIVE FD F3      $2,562
     FUND57,464-4,063$2,562
CSX CORPORATION 36,845 -575 $2,552
     CSX36,845-575$2,552

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 09/30/2019: $531,937
At 06/30/2019: $536,480

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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