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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: 2020-08-18 (Q2 2020) | Holdings: 96 | Value: $4.0B | 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 |
| AMZN - AMAZON COM INC | Reduce 2% $(4.0M) | 5.80% | $233.6M | +4.52% | -5.63% | -3.49% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(3.7M) | 5.31% | $213.9M | +80.74% | +0.70% | +41.61% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(2.1M) | 3.61% | $145.5M | +61.01% | +1.28% | +8.78% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(2.5M) | 3.39% | $136.6M | +3.13% | +8.12% | +31.91% | |
| SPGI - S&P GLOBAL INC | Reduce 2% $(2.0M) | 3.04% | $122.7M | +33.14% | -6.23% | +20.93% | |
| META - FACEBOOK INC | Reduce 2% $(2.4M) | 2.97% | $119.9M | +92.76% | +4.42% | +35.86% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 2% $(2.0M) | 2.88% | $116.0M | +29.95% | -6.91% | +8.89% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 2% $(2.2M) | 2.87% | $115.7M | -44.66% | +6.22% | +28.26% | |
| AAPL - APPLE INC | Reduce 2% $(2.4M) | 2.84% | $114.5M | +74.17% | +2.47% | +27.30% | |
| TXN - TEXAS INSTRS INC | Reduce 1% $(1.5M) | 2.76% | $111.3M | +20.39% | +13.41% | +35.74% | |
| NKE - NIKE INC | Reduce 4% $(4.8M) | 2.76% | $111.1M | -45.17% | +22.76% | +55.04% | |
| PGR - PROGRESSIVE CORP OHIO | Reduce 4% $(4.1M) | 2.69% | $108.4M | +224.98% | +4.67% | +12.26% | |
| APD - AIR PRODS & CHEMS INC | Reduce 1% $(1.6M) | 2.69% | $108.3M | +1.80% | -6.09% | -4.26% | |
| JPM - JPMORGAN CHASE & CO | Add 14% ($12.6M) | 2.60% | $104.6M | +166.88% | +17.91% | +60.40% | |
| ADBE - ADOBE INC | Reduce 2% $(2.1M) | 2.59% | $104.3M | -24.87% | +0.46% | +37.34% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 4% $(4.5M) | 2.38% | $96.1M | +53.62% | +6.82% | +37.11% | |
| GOOG - ALPHABET INC | Reduce 2% $(2.2M) | 2.37% | $95.5M | +98.40% | +13.56% | +76.29% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(1.7M) | 2.35% | $94.6M | +215.51% | +12.65% | +37.74% | |
| BDX - BECTON DICKINSON & CO | Reduce 2% $(1.7M) | 2.27% | $91.4M | -17.47% | -11.82% | -5.17% | |
| VRSK - VERISK ANALYTICS INC | Reduce 2% $(1.6M) | 2.26% | $91.2M | +59.17% | +8.65% | +3.31% | |
| N/A - NESTLE SA ADR | New Purchase | 2.25% | $90.7M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(1.5M) | 2.25% | $90.5M | +20.30% | -0.98% | +22.52% | |
| DG - DOLLAR GEN CORP NEW | Reduce 2% $(1.7M) | 2.24% | $90.3M | -50.19% | +5.99% | +17.33% | |
| CMCSA - COMCAST CORP NEW | Add 27% ($18.1M) | 2.13% | $85.8M | -11.73% | +13.90% | +37.56% | |
| TJX - TJX COS INC NEW | Reduce 2% $(1.3M) | 2.07% | $83.3M | +152.11% | +13.98% | +37.76% | |
| UNP - UNION PAC CORP | Reduce 2% $(1.3M) | 1.94% | $78.1M | +27.48% | +7.28% | +19.02% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 2% $(1.4M) | 1.86% | $75.1M | +94.60% | +5.88% | +51.15% | |
| NFLX - NETFLIX INC | Reduce 2% $(1.6M) | 1.86% | $75.1M | +97.00% | -1.87% | +10.08% | |
| WDAY - WORKDAY INC | Reduce 2% $(1.4M) | 1.69% | $68.1M | +15.25% | +20.35% | +20.93% | |
| FDX - FEDEX CORP | Reduce 2% $(1.1M) | 1.66% | $67.0M | +9.06% | +35.68% | +30.68% | |
| NVS - NOVARTIS AG | Reduce 2% $(1.4M) | 1.60% | $64.4M | +53.42% | +0.80% | +10.35% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 2% $(1.1M) | 1.55% | $62.3M | +159.30% | +12.79% | +16.42% | |
| PEP - PEPSICO INC | Reduce 2% $(1.0M) | 1.51% | $60.9M | +18.24% | +4.08% | +18.01% | |
| ADI - ANALOG DEVICES INC | New Purchase | 1.50% | $60.3M | +61.93% | +15.51% | +43.32% | |
| ECL - ECOLAB INC | Reduce 26% $(20.5M) | 1.48% | $59.7M | +28.63% | +8.20% | +13.86% | |
| ANET - ARISTA NETWORKS INC | New Purchase | 1.46% | $58.8M | +417.82% | +24.03% | +66.75% | |
| GOOGL - ALPHABET INC | Reduce 1% $(510.5K) | 1.43% | $57.8M | +95.66% | +13.27% | +74.79% | |
| MMM - 3M CO | Reduce 2% $(945.9K) | 1.38% | $55.5M | +13.97% | +5.90% | +22.44% | |
| TDG - TRANSDIGM GROUP INC | New Purchase | 1.21% | $48.6M | +209.65% | +21.46% | +21.21% | |
| WAT - WATERS CORP | Reduce 2% $(809.1K) | 1.17% | $47.1M | +48.35% | +4.60% | +87.10% | |
| YUM - YUM BRANDS INC | Reduce 2% $(1.0M) | 1.13% | $45.4M | +64.50% | +11.19% | +43.40% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.93% | $37.5M | +147.72% | +9.72% | +36.30% | |
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | New Purchase | 0.89% | $35.8M | ||||
| CNQ - CANADIAN NAT RES LTD | Reduce 1% $(431.0K) | 0.74% | $29.8M | +267.00% | +8.58% | +60.04% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.08% | $3.2M | +148.24% | +9.96% | +36.73% | ||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | +60.36% | -1.31% | +40.37% | |
| ITW - ILLINOIS TOOL WKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RDS.B - ROYAL DUTCH SHELL PLC | Reduce 100% | 0.00% | $0.00 | ||||