| BTR Capital Management Inc |
| CRD # | 105195 |
| SEC # | 801-34890 |
| CIK # | 0000883790 |
| AUM | $778.4 MM |
| Employees | 13 |
| Phone | 415-989-0100 |
| Address | 550 Kearny Street Suite 510
San Francisco, CA 94108 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($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 |
|
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[{"dt": "2014-01-16", "sector": "Basic Industries", "value": 0.007524}, {"dt": "2014-01-16", "sector": "Capital Goods", "value": 0.024269}, {"dt": "2014-01-16", "sector": "Consumer Durables", "value": 0.000551}, {"dt": "2014-01-16", "sector": "Consumer Non-Durables", "value": 0.008648}, {"dt": "2014-01-16", "sector": "Consumer Services", "value": 0.038646}, {"dt": "2014-01-16", "sector": "Energy", "value": 0.04202}, {"dt": "2014-01-16", "sector": "Exchange-Traded Fund", "value": 0.022476}, {"dt": "2014-01-16", "sector": "Finance", "value": 0.021065}, {"dt": "2014-01-16", "sector": "Health Care", "value": 0.027334}, {"dt": "2014-01-16", "sector": "Miscellaneous", "value": 0.003884}, {"dt": "2014-01-16", "sector": "n/a", "value": 0.011361}, {"dt": "2014-01-16", "sector": "Public Utilities", "value": 0.013469}, {"dt": "2014-01-16", "sector": "Technology", "value": 0.046976}, {"dt": "2014-01-16", "sector": "Transportation", "value": 0.008463}, {"dt": "2015-01-09", "sector": "Basic Industries", "value": 0.00823}, {"dt": "2015-01-09", "sector": "Capital Goods", "value": 0.028479}, {"dt": "2015-01-09", "sector": "Consumer Durables", "value": 0.000534}, {"dt": "2015-01-09", "sector": "Consumer Non-Durables", "value": 0.008639}, {"dt": "2015-01-09", "sector": "Consumer Services", "value": 0.032582}, {"dt": "2015-01-09", "sector": "Energy", "value": 0.03813}, {"dt": "2015-01-09", "sector": "Exchange-Traded Fund", "value": 0.027978}, {"dt": "2015-01-09", "sector": "Finance", "value": 0.027043}, {"dt": "2015-01-09", "sector": "Health Care", "value": 0.031717}, {"dt": "2015-01-09", "sector": "Miscellaneous", "value": 0.004651}, {"dt": "2015-01-09", "sector": "n/a", "value": 0.013018}, {"dt": "2015-01-09", "sector": "Public Utilities", "value": 0.015092}, {"dt": "2015-01-09", "sector": "Technology", "value": 0.06236}, {"dt": "2015-01-09", "sector": "Transportation", "value": 0.009545}, {"dt": "2016-01-19", "sector": "Basic Industries", "value": 0.015744}, {"dt": "2016-01-19", "sector": "Capital Goods", "value": 0.026772}, {"dt": "2016-01-19", "sector": "Consumer Durables", "value": 0.000779}, {"dt": "2016-01-19", "sector": "Consumer Non-Durables", "value": 0.0156}, {"dt": "2016-01-19", "sector": "Consumer Services", "value": 0.049077}, {"dt": "2016-01-19", "sector": "Energy", "value": 0.036624}, {"dt": "2016-01-19", "sector": "Exchange-Traded Fund", "value": 0.029812}, {"dt": "2016-01-19", "sector": "Finance", "value": 0.03613}, {"dt": "2016-01-19", "sector": "Health Care", "value": 0.058183}, {"dt": "2016-01-19", "sector": "Miscellaneous", "value": 0.005441}, {"dt": "2016-01-19", "sector": "n/a", "value": 0.000542}, {"dt": "2016-01-19", "sector": "Public Utilities", "value": 0.019023}, {"dt": "2016-01-19", "sector": "Technology", "value": 0.080649}, {"dt": "2016-01-19", "sector": "Transportation", "value": 0.008127}, {"dt": "2017-01-26", "sector": "Basic Industries", "value": 0.012936}, {"dt": "2017-01-26", "sector": "Capital Goods", "value": 0.027745}, {"dt": "2017-01-26", "sector": "Consumer Durables", "value": 0.001332}, {"dt": "2017-01-26", "sector": "Consumer Non-Durables", "value": 0.016369}, {"dt": "2017-01-26", "sector": "Consumer Services", "value": 0.070599}, {"dt": "2017-01-26", "sector": "Energy", "value": 0.038562}, {"dt": "2017-01-26", "sector": "Exchange-Traded Fund", "value": 0.040468}, {"dt": "2017-01-26", "sector": "Finance", "value": 0.032421}, {"dt": "2017-01-26", "sector": "Health Care", "value": 0.057906}, {"dt": "2017-01-26", "sector": "Miscellaneous", "value": 0.005528}, {"dt": "2017-01-26", "sector": "n/a", "value": 0.000322}, {"dt": "2017-01-26", "sector": "Public Utilities", "value": 0.024581}, {"dt": "2017-01-26", "sector": "Technology", "value": 0.086854}, {"dt": "2017-01-26", "sector": "Transportation", "value": 0.007158}, {"dt": "2018-01-31", "sector": "Basic Industries", "value": 0.013402}, {"dt": "2018-01-31", "sector": "Capital Goods", "value": 0.038429}, {"dt": "2018-01-31", "sector": "Consumer Durables", "value": 0.001182}, {"dt": "2018-01-31", "sector": "Consumer Non-Durables", "value": 0.018255}, {"dt": "2018-01-31", "sector": "Consumer Services", "value": 0.083817}, {"dt": "2018-01-31", "sector": "Energy", "value": 0.034536}, {"dt": "2018-01-31", "sector": "Exchange-Traded Fund", "value": 0.050724}, {"dt": "2018-01-31", "sector": "Finance", "value": 0.044082}, {"dt": "2018-01-31", "sector": "Health Care", "value": 0.055786}, {"dt": "2018-01-31", "sector": "Miscellaneous", "value": 0.013546}, {"dt": "2018-01-31", "sector": "n/a", "value": 0.000278}, {"dt": "2018-01-31", "sector": "Public Utilities", "value": 0.029164}, {"dt": "2018-01-31", "sector": "Technology", "value": 0.102909}, {"dt": "2018-01-31", "sector": "Transportation", "value": 0.006504}]
[{"x": "2012", "y": 0.453629063}, {"x": "2013", "y": 0.456244874}, {"x": "2014", "y": 0.496214373}, {"x": "2015", "y": 0.543257586}, {"x": "2016", "y": 0.57501815}, {"x": "2017", "y": 0.706928956}, {"x": "2018", "y": 0.730066298}, {"x": "2019", "y": 0.778364489}]