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 |
|---|---|---|---|---|---|---|---|---|---|
| GENUINE PARTS CO | COM | 151 | $561,000 | 3,744 | 0.09 | 0.06 | 0 | 0.00 | 09-30-2022 |
| ENBRIDGE INC | COM | 152 | $556,000 | 14,980 | 0.09 | 0.09 | -275 | -1.80 | 09-30-2022 |
| BK OF AMERICA CORP | COM | 153 | $549,000 | 18,166 | 0.09 | 0.09 | 500 | 2.83 | 09-30-2022 |
| AMGEN INC | COM | 154 | $546,000 | 2,423 | 0.09 | 0.07 | 55 | 2.32 | 09-30-2022 |
