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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: 2021-07-23 (Q2 2021) | Holdings: 135 | Value: $5.4B | 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 |
| MSFT - MICROSOFT CORP | Reduce 2% $(5.0M) | 5.22% | $284.4M | +38.69% | +6.82% | -9.71% | |
| AMZN - AMAZON COM INC | Reduce 3% $(9.0M) | 4.80% | $261.5M | +0.66% | -9.60% | -34.04% | |
| META - FACEBOOK INC | Reduce 1% $(1.5M) | 3.31% | $180.2M | +47.77% | -11.06% | -54.91% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(1.4M) | 3.25% | $177.1M | +33.04% | -7.75% | -11.63% | |
| FDX - FEDEX CORP | Reduce 1% $(1.3M) | 3.22% | $175.0M | -24.51% | -20.27% | -21.83% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(1.1M) | 3.13% | $170.4M | +74.04% | +14.50% | -21.09% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 1% $(1.3M) | 2.97% | $161.6M | -53.93% | +0.72% | -34.01% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(1.4M) | 2.96% | $161.3M | -16.36% | +15.00% | +7.54% | |
| GOOG - ALPHABET INC | Reduce 7% $(10.9M) | 2.87% | $156.1M | +15.84% | +0.38% | -21.73% | |
| NKE - NIKE INC | Reduce 1% $(1.2M) | 2.68% | $145.9M | -65.53% | -0.74% | -33.51% | |
| TXN - TEXAS INSTRS INC | Reduce 1% $(1.1M) | 2.57% | $140.1M | -11.96% | +8.01% | -10.22% | |
| PGR - PROGRESSIVE CORP | Reduce 1% $(852.9K) | 2.42% | $131.5M | +206.35% | +2.18% | +21.55% | |
| AAPL - APPLE INC | Reduce 8% $(11.0M) | 2.35% | $128.0M | +36.38% | +0.40% | +3.75% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(1.5M) | 2.35% | $127.8M | +51.83% | +8.21% | +28.72% | |
| UNP - UNION PAC CORP | Reduce 1% $(985.1K) | 2.31% | $125.8M | +8.15% | +9.78% | +0.87% | |
| CMCSA - COMCAST CORP NEW | Reduce 1% $(979.7K) | 2.28% | $123.9M | -35.56% | -6.68% | -25.44% | |
| SPGI - S&P GLOBAL INC | Reduce 1% $(1.1M) | 2.21% | $120.1M | +15.23% | +7.56% | -14.36% | |
| BDX - BECTON DICKINSON & CO | Reduce 1% $(1.2M) | 2.12% | $115.6M | -12.39% | -1.14% | +0.87% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 1% $(1.1M) | 2.04% | $111.2M | +15.41% | -1.49% | -16.19% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 1% $(853.4K) | 2.02% | $109.9M | +110.39% | +9.49% | -16.75% | |
| APD - AIR PRODS & CHEMS INC | Reduce 1% $(671.7K) | 1.97% | $107.2M | +1.53% | +1.65% | -17.17% | |
| GOOGL - ALPHABET INC | Add 2% ($1.7M) | 1.96% | $106.7M | +18.42% | +3.09% | -19.36% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(872.5K) | 1.94% | $105.9M | -1.68% | -3.94% | +2.94% | |
| DG - DOLLAR GEN CORP NEW | Reduce 1% $(878.3K) | 1.85% | $100.9M | -58.70% | -2.48% | +9.29% | |
| N/A - NESTLE SA ADR | New Purchase | 1.85% | $100.7M | ||||
| ANET - ARISTA NETWORKS INC | Reduce 1% $(661.2K) | 1.84% | $100.3M | +205.13% | +1.31% | +8.60% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(1.1M) | 1.83% | $99.5M | +138.52% | +15.97% | +25.81% | |
| VRSK - VERISK ANALYTICS INC | Reduce 1% $(692.6K) | 1.70% | $92.4M | +59.31% | +13.21% | -1.93% | |
| WDAY - WORKDAY INC | Add 41% ($26.6M) | 1.68% | $91.3M | -5.84% | +17.29% | -39.54% | |
| WAT - WATERS CORP | Reduce 1% $(962.2K) | 1.63% | $88.5M | -15.09% | -4.29% | -9.94% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(697.0K) | 1.62% | $88.2M | +88.68% | +4.49% | +3.68% | |
| NFLX - NETFLIX INC | Reduce 1% $(714.1K) | 1.57% | $85.6M | +78.52% | +30.58% | -57.52% | |
| TJX - TJX COS INC NEW | Reduce 1% $(1.1M) | 1.56% | $84.7M | +99.74% | -3.61% | -5.32% | |
| ADI - ANALOG DEVICES INC | Reduce 1% $(528.9K) | 1.54% | $83.7M | +18.77% | +12.41% | +2.89% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 1% $(765.9K) | 1.53% | $83.1M | +36.09% | -2.91% | -27.31% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 1% $(1.1M) | 1.52% | $82.6M | -43.53% | +3.65% | -37.20% | |
| YUM - YUM BRANDS INC | Reduce 1% $(1.0M) | 1.42% | $77.4M | +26.64% | +2.97% | -3.00% | |
| DIS - DISNEY WALT CO | 1.30% | $70.6M | -51.07% | -2.06% | -41.53% | ||
| TDG - TRANSDIGM GROUP INC | Reduce 1% $(479.6K) | 1.29% | $70.4M | +128.30% | -1.76% | -9.48% | |
| PEP - PEPSICO INC | Reduce 1% $(768.9K) | 1.23% | $66.9M | +2.68% | +2.25% | +11.30% | |
| NVS - NOVARTIS AG | Reduce 1% $(526.0K) | 1.22% | $66.4M | +38.00% | -8.46% | -2.96% | |
| ISRG - INTUITIVE SURGICAL INC | 1.12% | $60.7M | +52.69% | +6.28% | -32.20% | ||
| ECL - ECOLAB INC | Reduce 1% $(550.1K) | 1.11% | $60.6M | +12.81% | +2.00% | -24.39% | |
| ROST - ROSS STORES INC | Reduce 1% $(454.0K) | 1.06% | $58.0M | +21.59% | -6.69% | -31.17% | |
| IFNNY - INFINEON TECHNOLOGIES-ADR | New Purchase | 0.83% | $45.1M | -19.35% | +19.03% | -33.00% | |
| GWRE - GUIDEWIRE SOFTWARE INC | Reduce 1% $(212.4K) | 0.73% | $39.8M | +66.20% | +9.20% | -34.36% | |
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | New Purchase | 0.70% | $38.0M | ||||
| CNQ - CANADIAN NAT RES LTD | Reduce 40% $(24.7M) | 0.67% | $36.3M | +101.63% | +32.22% | +64.56% | |