BTR Capital Management Inc

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Assets, Funds, Holdings

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BTR Capital Management Inc
CRD #105195
SEC #801-34890
CIK #883790
AUM $760.0 MM (100% Disc, 99% US)
Employees12 (67% Investors, 0% Brokers)
Phone415-989-0100
Address550 Kearny Street
San Francisco, CA 94108
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 20.8
MSFT 865,660.0 19.2
JPM 341,670.0 18.1
GOOGL 819,810.0 16.5
PEP 163,770.0 15.2
CVX 234,890.0 14.7
AWK 18,800.0 13.9
V 341,210.0 13.5
JNJ 369,000.0 12.9
TMO 101,470.0 12.7
View All
Holdings by Sector ($BB)
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