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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 101 | $1,133,000 | 7,818 | 0.18 | 0.17 | 4 | 0.05 | 09-30-2022 |
| OTIS WORLDWIDE CORP | COM | 102 | $1,105,000 | 17,321 | 0.17 | 0.27 | -11,513 | -39.93 | 09-30-2022 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 103 | $1,092,000 | 17,555 | 0.17 | 0.16 | -435 | -2.42 | 09-30-2022 |
| STARBUCKS CORP | COM | 104 | $1,085,000 | 12,879 | 0.17 | 0.09 | 5,049 | 64.48 | 09-30-2022 |
