BC
| |
BTR CAPITAL MANAGEMENT INC13F | |
| BTR CAPITAL MANAGEMENT INC | |
| Last update 2022-10-12 | 162 Stocks (8 new) |
| Value $641.00 Mil | Turnover 1 % |
BTR CAPITAL MANAGEMENT INC Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 248,868 | 34,394.0 | -0.26% | 5.370 | -0.01% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
MSFT | Microsoft Corp | 136,602 | 31,815.0 | -1.84% | 4.970 | -0.09% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
GOOGL | Alphabet Inc | 225,420 | 21,561.0 | -0.66% | 3.370 | -0.02% | 0.000 | +14.28% | -3.86% | 2,209,346.0 | Interactive Media | |
UNH | UnitedHealth Group Inc | 42,198 | 21,312.0 | -1.48% | 3.330 | -0.05% | 0.000 | -48.44% | -39.90% | 272,668.3 | Healthcare Plans | |
TMO | Thermo Fisher Scientific Inc | 40,843 | 20,727.0 | -0.25% | 3.240 | -0.01% | 0.010 | -5.24% | -18.09% | 160,563.3 | Medical Diagnostics & Research | |
PEP | PepsiCo Inc | 123,515 | 20,165.0 | -0.86% | 3.150 | -0.03% | 0.010 | -6.61% | -9.07% | 185,877.3 | Beverages - Non-Alcoholic | |
V | Visa Inc | 109,004 | 19,365.0 | -1.33% | 3.020 | -0.04% | 0.010 | +4.74% | +11.27% | 684,701.8 | Credit Services | |
QCOM | Qualcomm Inc | 167,744 | 18,952.0 | -0.82% | 2.960 | -0.03% | 0.010 | +11.51% | +1.58% | 169,410.4 | Semiconductors | |
JPM | JPMorgan Chase & Co | 175,371 | 18,326.0 | -0.28% | 2.860 | -0.01% | 0.010 | +23.59% | +22.39% | 802,324.6 | Banks | |
CVX | Chevron Corp | 126,292 | 18,144.0 | +0.31% | 2.830 | +0.01% | 0.010 | +13.43% | +7.15% | 262,692.1 | Oil & Gas |
BTR CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
BTR CAPITAL MANAGEMENT INC Total Holding History ($B)
BTR CAPITAL MANAGEMENT INC's Asset Allocation
BTR CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BTR CAPITAL MANAGEMENT INC's Hypothetical Growth since 2022-09-30
BTR CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BTR CAPITAL MANAGEMENT INC's Holdings Heat Map
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BTR CAPITAL MANAGEMENT INC's Holdings Bubble Chart
BTR CAPITAL MANAGEMENT INC News
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