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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: 2020-10-26 (Q3 2020) | Holdings: 119 | Value: $4.4B | 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 7% $(17.3M) | 5.65% | $249.3M | +14.65% | +0.24% | +5.20% | |
| MSFT - MICROSOFT CORP | Add 1% ($1.2M) | 5.04% | $222.3M | +90.81% | +10.36% | +54.14% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 3.78% | $166.6M | -8.67% | -0.47% | +26.51% | ||
| MA - MASTERCARD INCORPORATED | 3.77% | $166.4M | +64.00% | -0.94% | +5.79% | ||
| FDX - FEDEX CORP | Add 29% ($34.3M) | 3.50% | $154.5M | -19.57% | -13.06% | -15.09% | |
| NKE - NIKE INC | 3.23% | $142.4M | -55.37% | +1.94% | +27.04% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | 3.21% | $141.8M | -42.84% | +5.26% | +22.14% | ||
| META - FACEBOOK INC | 3.13% | $138.1M | +95.91% | -2.37% | +12.00% | ||
| SPGI - S&P GLOBAL INC | 3.03% | $133.8M | +46.41% | -7.00% | +41.32% | ||
| PGR - PROGRESSIVE CORP | 2.91% | $128.3M | +223.61% | -2.80% | +5.64% | ||
| TXN - TEXAS INSTRS INC | 2.84% | $125.3M | +13.25% | +11.16% | +29.85% | ||
| AAPL - APPLE INC | Add 230% ($83.6M) | 2.72% | $120.0M | +75.95% | +23.22% | +29.71% | |
| ROP - ROPER TECHNOLOGIES INC | 2.68% | $118.3M | +41.88% | +3.84% | +19.43% | ||
| APD - AIR PRODS & CHEMS INC | Reduce 16% $(21.3M) | 2.54% | $112.3M | +4.44% | -5.51% | +4.90% | |
| JPM - JPMORGAN CHASE & CO | 2.43% | $107.1M | +165.00% | +28.13% | +71.17% | ||
| CMCSA - COMCAST CORP NEW | 2.31% | $102.0M | -12.80% | +11.56% | +22.44% | ||
| UNH - UNITEDHEALTH GROUP INC | 2.30% | $101.3M | +98.03% | +3.44% | +42.39% | ||
| GOOG - ALPHABET INC | Add 1% ($900.9K) | 2.27% | $100.2M | +100.74% | +14.73% | +83.53% | |
| DG - DOLLAR GEN CORP NEW | 2.25% | $99.4M | -55.31% | -5.90% | +4.51% | ||
| VRSK - VERISK ANALYTICS INC | 2.25% | $99.3M | +61.25% | -0.88% | +12.35% | ||
| JNJ - JOHNSON & JOHNSON | Add 1% ($1.4M) | 2.20% | $97.2M | +19.83% | +17.61% | +16.83% | |
| COST - COSTCO WHSL CORP NEW | Reduce 14% $(16.0M) | 2.15% | $94.8M | +182.73% | -0.64% | +37.19% | |
| TJX - TJX COS INC NEW | 2.08% | $91.7M | +147.88% | +15.90% | +18.34% | ||
| UNP - UNION PAC CORP | 2.06% | $90.9M | +30.76% | +5.83% | +32.24% | ||
| BDX - BECTON DICKINSON & CO | 2.02% | $89.0M | -8.90% | +3.62% | +2.21% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | 2.01% | $88.6M | +89.82% | +11.87% | +34.74% | ||
| NFLX - NETFLIX INC | 1.87% | $82.4M | +87.40% | +6.79% | +35.29% | ||
| WDAY - WORKDAY INC | 1.77% | $78.1M | +6.95% | +5.50% | +33.68% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 40% $(47.1M) | 1.60% | $70.4M | -26.54% | -4.12% | +33.41% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 54% ($24.2M) | 1.56% | $68.9M | +151.98% | +9.31% | +38.36% | |
| BKNG - BOOKING HOLDINGS INC | 1.52% | $66.9M | +166.70% | +8.49% | +39.66% | ||
| NVS - NOVARTIS AG | Add 1% ($542.5K) | 1.47% | $64.7M | +57.00% | +13.31% | +3.36% | |
| PEP - PEPSICO INC | 1.44% | $63.7M | +18.81% | +0.33% | +19.33% | ||
| GOOGL - ALPHABET INC | Add 1% ($461.7K) | 1.36% | $60.2M | +98.74% | +14.48% | +84.05% | |
| ECL - ECOLAB INC | 1.36% | $60.0M | +23.59% | +3.91% | +11.52% | ||
| ANET - ARISTA NETWORKS INC | 1.31% | $58.0M | +453.02% | +45.39% | +91.58% | ||
| MMM - 3M CO | Add 1% ($659.6K) | 1.31% | $57.6M | +18.23% | +14.45% | +11.85% | |
| ADI - ANALOG DEVICES INC | 1.30% | $57.5M | +59.58% | +21.83% | +42.61% | ||
| TDG - TRANSDIGM GROUP INC | 1.19% | $52.4M | +206.17% | +7.41% | +30.32% | ||
| WAT - WATERS CORP | 1.16% | $51.2M | +44.54% | +18.20% | +60.52% | ||
| YUM - YUM BRANDS INC | 1.08% | $47.6M | +59.46% | +3.70% | +29.49% | ||
| ROST - ROSS STORES INC | New Purchase | 1.00% | $44.0M | +61.83% | +17.60% | +21.49% | |
| GWRE - GUIDEWIRE SOFTWARE INC | New Purchase | 0.84% | $37.0M | +90.91% | +17.67% | +23.59% | |
| CNQ - CANADIAN NAT RES LTD | 0.62% | $27.5M | +319.70% | +42.84% | +168.64% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | +132.34% | +10.21% | +38.96% | |
| N/A - NESTLE SA ADR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | Reduce 100% | 0.00% | $0.00 | ||||