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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: 2020-05-01 (Q1 2020) | Holdings: 93 | Value: $3.2B | 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 |
| MSFT - MICROSOFT CORP | Add 18% ($25.9M) | 5.25% | $168.7M | +132.58% | +24.44% | +45.81% | |
| AMZN - AMAZON COM INC | Add 17% ($24.1M) | 5.23% | $167.9M | +63.86% | +37.92% | +50.09% | |
| MA - MASTERCARD INC | 3.75% | $120.5M | +97.48% | +17.89% | +43.61% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 21% ($18.5M) | 3.39% | $108.9M | +34.73% | +27.40% | +42.31% | |
| PGR - PROGRESSIVE CORP OHIO | Add 2% ($1.7M) | 3.23% | $103.7M | +301.53% | +18.63% | +42.25% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Add 25% ($20.0M) | 3.14% | $100.9M | -34.96% | +14.70% | +31.74% | |
| NKE - NIKE INC | Add 2% ($2.1M) | 3.04% | $97.8M | -31.81% | +16.41% | +58.48% | |
| ROP - ROPER TECHNOLOGIES INC | Add 16% ($13.0M) | 2.95% | $94.8M | +70.73% | +29.14% | +32.60% | |
| SPGI - S&P GLOBAL INC | Reduce 1% $(723.9K) | 2.89% | $92.7M | +71.23% | +24.05% | +40.20% | |
| APD - AIR PRODS & CHEMS INC | Reduce 9% $(8.6M) | 2.83% | $90.9M | +36.75% | +26.37% | +33.69% | |
| COST - COSTCO WHSL CORP NEW | Reduce 13% $(13.9M) | 2.82% | $90.6M | +244.84% | +8.92% | +29.52% | |
| META - FACEBOOK INC | Add 22% ($16.4M) | 2.80% | $89.8M | +172.79% | +25.85% | +61.13% | |
| BDX - BECTON DICKINSON & CO | Add 21% ($15.5M) | 2.78% | $89.3M | -11.72% | +12.77% | +1.65% | |
| TXN - TEXAS INSTRS INC | Reduce 1% $(471.1K) | 2.76% | $88.8M | +54.56% | +19.55% | +68.40% | |
| JPM - JPMORGAN CHASE & CO | 2.74% | $88.0M | +194.98% | +5.45% | +72.08% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(441.1K) | 2.67% | $85.8M | +17.35% | -0.27% | +14.05% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($1.3M) | 2.65% | $85.1M | +126.77% | +7.18% | +44.91% | |
| AAPL - APPLE INC | Reduce 7% $(6.2M) | 2.53% | $81.4M | +182.36% | +51.10% | +84.76% | |
| GOOG - ALPHABET INC | Reduce 2% $(1.2M) | 2.50% | $80.4M | +144.84% | +12.71% | +83.08% | |
| TJX - TJX COS INC NEW | Reduce 1% $(581.6K) | 2.49% | $80.0M | +188.27% | +9.40% | +52.55% | |
| ADBE - ADOBE INC | Reduce 1% $(788.0K) | 2.42% | $77.7M | +3.44% | +31.47% | +47.75% | |
| VRSK - VERISK ANALYTICS INC | Reduce 1% $(517.1K) | 2.36% | $76.0M | +97.74% | +22.96% | +24.57% | |
| DG - DOLLAR GEN CORP NEW | Reduce 1% $(1.0M) | 2.27% | $72.9M | -45.14% | +11.23% | +25.58% | |
| UNP - UNION PAC CORP | 2.06% | $66.2M | +57.14% | +11.53% | +47.12% | ||
| NFLX - NETFLIX INC | Reduce 2% $(964.3K) | 1.97% | $63.3M | +119.80% | +19.35% | +21.86% | |
| ECL - ECOLAB INC | Reduce 12% $(8.8M) | 1.95% | $62.8M | +31.43% | -2.17% | +21.21% | |
| NVS - NOVARTIS A G | Reduce 1% $(816.5K) | 1.93% | $62.2M | +53.09% | -0.51% | +5.25% | |
| CMCSA - COMCAST CORP NEW | Add 37% ($16.0M) | 1.86% | $59.7M | +3.46% | +16.11% | +55.37% | |
| FDX - FEDEX CORP | Add 38% ($16.2M) | 1.83% | $58.9M | +93.73% | +45.18% | +163.30% | |
| CSCO - CISCO SYS INC | Reduce 1% $(488.3K) | 1.81% | $58.0M | +63.04% | +16.06% | +29.04% | |
| PEP - PEPSICO INC | Reduce 1% $(570.1K) | 1.75% | $56.2M | +28.37% | +5.83% | +15.40% | |
| BKNG - BOOKING HLDGS INC | Reduce 1% $(387.5K) | 1.67% | $53.5M | +227.51% | +16.56% | +72.38% | |
| ITW - ILLINOIS TOOL WKS INC | Reduce 1% $(389.7K) | 1.63% | $52.4M | +64.96% | +18.43% | +51.26% | |
| MMM - 3M CO | Reduce 1% $(570.9K) | 1.54% | $49.4M | +33.44% | +2.26% | +38.57% | |
| WAT - WATERS CORP | Reduce 1% $(464.6K) | 1.51% | $48.4M | +83.10% | +19.95% | +69.84% | |
| WDAY - WORKDAY INC | Reduce 1% $(378.9K) | 1.50% | $48.3M | +55.50% | +24.66% | +67.33% | |
| GOOGL - ALPHABET INC | Reduce 2% $(765.7K) | 1.49% | $47.8M | +141.40% | +13.35% | +79.12% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Add 55% ($16.8M) | 1.48% | $47.6M | +188.52% | +32.98% | +70.59% | |
| YUM - YUM BRANDS INC | Reduce 1% $(349.2K) | 1.14% | $36.6M | +93.04% | +10.84% | +48.35% | |
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 1% $(253.8K) | 1.11% | $35.6M | ||||
| CNQ - CANADIAN NAT RES LTD | Reduce 1% $(126.3K) | 0.73% | $23.5M | +366.64% | +19.13% | +120.17% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.10% | $3.3M | +190.37% | +10.67% | +55.56% | |
| BWA - BORGWARNER INC | Reduce 100% | 0.00% | $0.00 | +56.70% | +39.26% | +88.04% | |
| DANOY - DANONE-SPONS ADR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - NESTLE SA ADR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | Reduce 100% | 0.00% | $0.00 | ||||
| SLB - SCHLUMBERGER LTD | Reduce 100% | 0.00% | $0.00 | +214.81% | +23.51% | +89.44% | |
| USB - US BANCORP DEL | Reduce 100% | 0.00% | $0.00 | +88.32% | +8.46% | +79.78% | |
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| NCLH - NORWEGIAN CRUISE LINE HLDG L | Reduce 100% | 0.00% | $0.00 | +113.92% | +3.90% | +148.13% | |