Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BTR CAPITAL MANAGEMENT INC | 10-12-2022 | 09-30-2022 | 162 | 696,496,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $34,394,000 | 248,868 | 5.37 | 5.43 | -4,022 | -1.59 | 09-30-2022 |
| MICROSOFT CORP | COM | 2 | $31,815,000 | 136,602 | 4.97 | 5.33 | -3,828 | -2.73 | 09-30-2022 |
| ALPHABET INC | CAP STK CL A | 3 | $21,561,000 | 225,420 | 3.37 | 3.87 | 214,095 | 1890.46 | 09-30-2022 |
| UNITEDHEALTH GROUP INC | COM | 4 | $21,312,000 | 42,198 | 3.33 | 2.68 | -595 | -1.39 | 09-30-2022 |
