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BRISTOL JOHN W & CO INC /NY/ 13F Holdings
Holdings from the most recent 13F from BRISTOL JOHN W & CO INC /NY/
Filed: 2020-01-21 (Q4 2019) | Holdings: 117 | Value: $4.1B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MA - MASTERCARD INC | 3.61% | $149.5M | +61.60% | -20.82% | +1.78% | ||
| MSFT - MICROSOFT CORP | 3.45% | $142.8M | +143.09% | +3.94% | +36.41% | ||
| JPM - JPMORGAN CHASE & CO | 3.30% | $136.8M | +99.84% | -34.23% | +1.10% | ||
| AMZN - AMAZON COM INC | 3.29% | $136.4M | +95.00% | +24.65% | +73.63% | ||
| NKE - NIKE INC | 2.83% | $117.1M | -44.86% | -15.22% | +33.98% | ||
| APD - AIR PRODS & CHEMS INC | 2.83% | $117.1M | +27.80% | -9.54% | +21.46% | ||
| TXN - TEXAS INSTRS INC | 2.77% | $114.6M | +29.44% | -14.57% | +34.75% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 10% $(11.7M) | 2.60% | $107.7M | +234.86% | -1.06% | +19.64% | |
| SPGI - S&P GLOBAL INC | 2.51% | $104.1M | +62.67% | -7.44% | +6.31% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 2.50% | $103.5M | +31.39% | -0.57% | +52.71% | ||
| TJX - TJX COS INC NEW | 2.48% | $103.0M | +118.59% | -25.85% | +6.97% | ||
| AAPL - APPLE INC | Reduce 16% $(19.4M) | 2.44% | $101.2M | +156.91% | -13.13% | +76.12% | |
| PGR - PROGRESSIVE CORP OHIO | 2.41% | $99.9M | +298.33% | +7.86% | +26.89% | ||
| UNH - UNITEDHEALTH GROUP INC | 2.38% | $98.8M | +114.56% | -7.87% | +16.98% | ||
| JNJ - JOHNSON & JOHNSON | Add 21% ($17.0M) | 2.32% | $96.0M | +19.77% | +4.95% | +14.52% | |
| GOOG - ALPHABET INC | Reduce 1% $(538.8K) | 2.26% | $93.8M | +114.83% | -15.28% | +27.50% | |
| ROP - ROPER TECHNOLOGIES INC | 2.24% | $92.9M | +52.12% | -17.18% | +11.13% | ||
| N/A - NESTLE SA ADR | 2.20% | $91.2M | |||||
| META - FACEBOOK INC | 2.18% | $90.3M | +145.66% | -18.01% | +23.48% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | 2.17% | $90.0M | -33.86% | -1.87% | +27.92% | ||
| ECL - ECOLAB INC | 2.14% | $88.6M | +26.72% | -10.82% | +9.12% | ||
| BDX - BECTON DICKINSON & CO | 2.11% | $87.3M | -19.65% | -3.80% | -5.74% | ||
| UNP - UNION PACIFIC CORP | 2.06% | $85.2M | +33.80% | -19.26% | +15.44% | ||
| BKNG - BOOKING HLDGS INC | 1.99% | $82.3M | +131.33% | -32.40% | +3.09% | ||
| VRSK - VERISK ANALYTICS INC | Add 32% ($20.0M) | 1.98% | $82.0M | +85.74% | -6.75% | +19.43% | |
| ADBE - ADOBE INC | 1.96% | $81.4M | -0.04% | -4.49% | +33.99% | ||
| DG - DOLLAR GEN CORP NEW | 1.84% | $76.4M | -39.53% | +13.67% | +31.54% | ||
| NVS - NOVARTIS A G | 1.75% | $72.3M | +38.23% | -5.17% | +4.06% | ||
| CSCO - CISCO SYS INC | 1.72% | $71.4M | +36.79% | -14.46% | -5.96% | ||
| ITW - ILLINOIS TOOL WKS INC | 1.61% | $66.7M | +46.63% | -12.50% | +16.53% | ||
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 2% $(1.0M) | 1.59% | $65.8M | ||||
| PEP - PEPSICO INC | 1.56% | $64.6M | +18.63% | -5.85% | +0.58% | ||
| MMM - 3M CO | 1.56% | $64.5M | +11.42% | -19.27% | -2.33% | ||
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | 1.51% | $62.7M | |||||
| WAT - WATERS CORP | 1.51% | $62.7M | +32.95% | -22.19% | +11.86% | ||
| DANOY - DANONE-SPONS ADR | 1.50% | $62.3M | +14.12% | -17.26% | -15.68% | ||
| WDAY - WORKDAY INC | Add 39% ($17.4M) | 1.48% | $61.5M | +23.74% | -20.34% | +28.66% | |
| CMCSA - COMCAST CORP NEW | 1.38% | $57.2M | -18.55% | -24.29% | +4.77% | ||
| CNQ - CANADIAN NAT RES LTD | Reduce 1% $(761.7K) | 1.36% | $56.4M | +136.32% | -55.36% | -14.52% | |
| GOOGL - ALPHABET INC | 1.35% | $55.9M | +111.97% | -15.53% | +27.04% | ||
| NFLX - NETFLIX INC | 1.34% | $55.4M | +176.14% | +26.72% | +69.95% | ||
| USB - US BANCORP DEL | 1.33% | $55.3M | -12.88% | -38.32% | -12.12% | ||
| YUM - YUM BRANDS INC | 1.31% | $54.3M | +50.83% | -17.76% | +2.96% | ||
| WFC - WELLS FARGO CO NEW | 1.31% | $54.3M | +46.36% | -44.76% | -32.32% | ||
| FDX - FEDEX CORP | Reduce 1% $(414.0K) | 1.28% | $53.2M | +44.79% | -24.35% | +63.75% | |
| NCLH - NORWEGIAN CRUISE LINE HLDG L | 1.26% | $52.1M | -71.92% | -81.30% | -57.70% | ||
| BWA - BORGWARNER INC | 1.18% | $48.7M | -20.26% | -36.28% | +7.79% | ||
| SLB - SCHLUMBERGER LTD | Reduce 9% $(4.4M) | 1.13% | $46.9M | +3.75% | -57.70% | -31.37% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 33% $(19.3M) | 0.95% | $39.4M | +183.39% | +0.49% | +70.19% | |