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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: 2022-01-31 (Q4 2021) | Holdings: 133 | Value: $5.8B | 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 1% $(3.4M) | 5.95% | $344.4M | +21.80% | -8.17% | -17.81% | |
| AMZN - AMAZON COM INC | Add 14% ($35.3M) | 4.92% | $285.1M | +15.07% | -17.00% | -29.90% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(2.0M) | 3.59% | $208.1M | -26.72% | -7.22% | +0.06% | |
| FDX - FEDEX CORP | Add 19% ($28.4M) | 3.07% | $177.9M | -12.87% | -22.41% | -19.02% | |
| AAPL - APPLE INC | Add 5% ($8.3M) | 2.97% | $172.0M | +15.18% | -9.11% | -15.94% | |
| GOOG - ALPHABET INC | Reduce 2% $(3.9M) | 2.95% | $171.0M | +11.79% | -15.00% | -26.41% | |
| META - META PLATFORMS INC | Reduce 1% $(1.4M) | 2.94% | $170.2M | +60.18% | -32.88% | -51.32% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(2.2M) | 2.93% | $169.6M | +36.74% | -6.80% | -2.43% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(1.6M) | 2.92% | $169.4M | +70.59% | -18.39% | -3.02% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(1.4M) | 2.70% | $156.6M | +0.25% | +5.82% | +5.97% | |
| ANET - ARISTA NETWORKS INC | Add 296% ($116.1M) | 2.68% | $155.3M | +129.27% | -4.80% | +5.07% | |
| NKE - NIKE INC | Reduce 1% $(1.4M) | 2.65% | $153.6M | -60.96% | -15.47% | -12.45% | |
| UNP - UNION PAC CORP | Reduce 1% $(1.2M) | 2.44% | $141.3M | -3.04% | -4.41% | -13.13% | |
| N/A - NESTLE SA ADR | Add 25% ($27.7M) | 2.41% | $139.3M | ||||
| PGR - PROGRESSIVE CORP | Reduce 1% $(1.8M) | 2.31% | $134.0M | +153.01% | +2.01% | +27.89% | |
| TXN - TEXAS INSTRS INC | Reduce 1% $(1.4M) | 2.31% | $133.9M | -9.77% | -3.11% | +4.32% | |
| CMCSA - COMCAST CORP NEW | Reduce 1% $(1.4M) | 2.27% | $131.2M | -23.74% | -17.24% | -16.29% | |
| GOOGL - ALPHABET INC | Add 1% ($1.0M) | 2.21% | $128.3M | +10.38% | -15.27% | -27.01% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 1% $(1.4M) | 2.04% | $117.9M | -42.62% | -26.78% | -32.51% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 1% $(1.7M) | 2.02% | $117.0M | +87.56% | -11.04% | -0.78% | |
| BDX - BECTON DICKINSON & CO | Reduce 1% $(1.1M) | 2.02% | $116.9M | -15.76% | -0.64% | +3.91% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 1% $(1.2M) | 1.96% | $113.3M | +29.95% | +5.22% | -0.12% | |
| APD - AIR PRODS & CHEMS INC | 1.93% | $111.5M | +0.88% | -16.28% | +15.30% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 21% $(30.0M) | 1.91% | $110.7M | +105.71% | +5.07% | +3.24% | |
| DG - DOLLAR GEN CORP NEW | Reduce 1% $(1.2M) | 1.85% | $107.1M | -52.83% | +13.59% | +14.09% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(1.3M) | 1.85% | $106.9M | +0.83% | +4.69% | -1.45% | |
| WDAY - WORKDAY INC | Reduce 1% $(1.2M) | 1.76% | $101.6M | -13.99% | -18.89% | -27.88% | |
| NFLX - NETFLIX INC | Reduce 1% $(935.0K) | 1.64% | $95.2M | +124.74% | -53.93% | -16.39% | |
| TJX - TJX COS INC NEW | Reduce 1% $(611.5K) | 1.61% | $93.4M | +85.85% | -13.38% | +16.22% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(740.0K) | 1.60% | $92.7M | +65.75% | +1.78% | -0.66% | |
| YUM - YUM BRANDS INC | Reduce 1% $(654.2K) | 1.58% | $91.4M | +21.93% | -7.01% | +5.14% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 1% $(942.3K) | 1.58% | $91.4M | +60.57% | -2.59% | +10.17% | |
| ADI - ANALOG DEVICES INC | Reduce 1% $(732.8K) | 1.44% | $83.5M | +13.92% | -3.16% | +9.65% | |
| SPGI - S&P GLOBAL INC | Reduce 27% $(29.9M) | 1.42% | $82.3M | +13.78% | -12.05% | -9.05% | |
| ROST - ROSS STORES INC | Add 51% ($27.0M) | 1.38% | $79.7M | +47.65% | +3.48% | +22.25% | |
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 1% $(682.6K) | 1.37% | $79.3M | -24.81% | -30.73% | -9.18% | |
| VRSK - VERISK ANALYTICS INC | Reduce 34% $(40.1M) | 1.37% | $79.1M | +53.00% | +3.59% | -5.15% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 1% $(571.6K) | 1.35% | $78.2M | -34.93% | -24.01% | -28.37% | |
| DIS - DISNEY WALT CO | Reduce 7% $(6.3M) | 1.35% | $78.1M | -39.97% | -20.64% | -23.51% | |
| PEP - PEPSICO INC | Reduce 1% $(524.1K) | 1.33% | $76.8M | -9.28% | -2.48% | +1.73% | |
| ISRG - INTUITIVE SURGICAL INC | Add 199% ($46.5M) | 1.21% | $69.9M | +69.28% | -15.61% | -11.92% | |
| TDG - TRANSDIGM GROUP INC | Reduce 1% $(601.3K) | 1.17% | $67.6M | +144.53% | -2.10% | +21.60% | |
| ECL - ECOLAB INC | Reduce 1% $(633.9K) | 1.17% | $67.5M | +30.11% | -12.84% | -17.18% | |
| NVS - NOVARTIS AG | Reduce 1% $(677.4K) | 1.07% | $62.0M | +47.05% | +2.12% | +2.80% | |
| TMUS - T-MOBILE US INC | Reduce 7% $(4.4M) | 1.00% | $58.2M | +148.76% | +17.34% | +40.15% | |
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | Reduce 1% $(273.2K) | 0.71% | $41.1M | ||||
| GWRE - GUIDEWIRE SOFTWARE INC | Reduce 1% $(320.8K) | 0.68% | $39.1M | +89.01% | -14.45% | -25.45% | |
| WAT - WATERS CORP | Reduce 100% | 0.00% | $0.00 | +15.71% | -9.06% | +1.66% | |