BTR CAPITAL MANAGEMENT INC 13F Holdings

CIK 0000883790 · SAN FRANCISCO, CA

As of Sep 30, 2022, BTR CAPITAL MANAGEMENT INC reported 162 positions worth $640.6K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology248,868$34.4K5.37%
MICROSOFT CORPMSFTTechnology136,602$31.8K4.97%
ALPHABET INCGOOGLEquity225,420$21.6K3.37%
UNITEDHEALTH GROUP INCUNHHealthcare42,198$21.3K3.33%
THERMO FISHER SCIENTIFIC INCTMOHealthcare40,843$20.7K3.24%
PEPSICO INCPEPConsumer Defensive123,515$20.2K3.15%
VISA INC-CLASS A SHARESVFinancial Services109,004 9.4K3.02%
QUALCOMM INCQCOMTechnology167,744 9.0K2.96%
JPMORGAN CHASE & COJPMFinancial Services175,371 8.3K2.86%
CHEVRON CORPCHVEnergy126,292 8.1K2.83%
LOWES COMPANIES INCLOWConsumer Cyclical91,262 7.1K2.68%
MERCK & CO INCMRKHealthcare186,542 6.2K2.53%
PFIZER INCPFEHealthcare360,859 5.8K2.46%
PROCTER & GAMBLE COPGConsumer Defensive124,853 5.8K2.46%
RTX CORPRTXEquity190,498 5.6K2.43%
CROWN CASTLE INCCCIReal Estate99,168 4.3K2.24%
ETF MANAGERS TRHACK—314,697 3.6K2.13%
WALT DISNEY CODISCommunication Services136,966 2.9K2.02%
METLIFE INCMETFinancial Services202,006 2.3K1.92%
JACOBS SOLUTIONS INCJIndustrials109,114 1.9K1.85%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—119,481 1.8K1.84%
EMERSON ELECTRIC COEMRIndustrials157,385 1.5K1.80%
US BANCORPUSBFinancial Services281,133 1.5K1.79%
ISHARES US MEDICAL DEVICES ETFIHI—223,165 0.5K1.64%
ABBOTT LABORATORIESABTHealthcare104,958 0.2K1.59%