10,000+ stock pitches from top investors available on joinyellowbrick.com
BRISTOL JOHN W & CO INC /NY/ 13F Holdings
Holdings from the most recent 13F from BRISTOL JOHN W & CO INC /NY/
Filed: 2022-05-09 (Q1 2022) | Holdings: 126 | Value: $5.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | Reduce 2% $(6.4M) | 6.14% | $309.4M | +38.87% | +6.68% | +16.08% | |
| AMZN - AMAZON COM INC | 5.55% | $279.4M | +55.16% | +28.26% | -0.95% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(3.5M) | 3.59% | $180.7M | -18.28% | +12.40% | +1.41% | |
| GOOG - ALPHABET INC | Add 1% ($2.3M) | 3.32% | $167.4M | +32.79% | +3.97% | -3.24% | |
| MA - MASTERCARD INCORPORATED | Reduce 2% $(3.4M) | 3.28% | $165.3M | +58.51% | +6.50% | +15.85% | |
| AAPL - APPLE INC | Reduce 3% $(4.8M) | 3.26% | $164.3M | +28.52% | +8.97% | +12.11% | |
| FDX - FEDEX CORP | Reduce 2% $(3.1M) | 3.10% | $156.0M | +5.21% | +11.10% | +10.11% | |
| META - META PLATFORMS INC | Add 22% ($25.0M) | 2.73% | $137.5M | +152.54% | -10.61% | +16.83% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 18% $(28.1M) | 2.60% | $130.9M | -3.85% | +9.28% | +0.57% | |
| TXN - TEXAS INSTRS INC | Reduce 2% $(2.6M) | 2.54% | $127.8M | -4.42% | +9.47% | -0.29% | |
| UNP - UNION PAC CORP | Reduce 19% $(29.8M) | 2.45% | $123.5M | +3.61% | +4.02% | -10.54% | |
| GOOGL - ALPHABET INC | Reduce 1% $(1.4M) | 2.42% | $121.7M | +31.49% | +3.63% | -3.25% | |
| NKE - NIKE INC | Reduce 2% $(2.4M) | 2.41% | $121.6M | -48.48% | +0.35% | +10.51% | |
| BDX - BECTON DICKINSON & CO | Reduce 2% $(2.6M) | 2.40% | $121.0M | -17.77% | +2.45% | +0.57% | |
| CMCSA - COMCAST CORP NEW | Reduce 2% $(2.3M) | 2.38% | $119.8M | -7.51% | -2.66% | +2.03% | |
| ANET - ARISTA NETWORKS INC | Reduce 20% $(30.5M) | 2.38% | $119.6M | +171.83% | +21.67% | +34.81% | |
| JPM - JPMORGAN CHASE & CO | Reduce 19% $(27.3M) | 2.35% | $118.5M | +104.51% | -2.98% | +14.57% | |
| PGR - PROGRESSIVE CORP | Reduce 21% $(30.6M) | 2.35% | $118.3M | +148.38% | +9.82% | +22.36% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 2% $(2.3M) | 2.23% | $112.2M | +120.18% | -3.63% | +26.01% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(2.2M) | 2.19% | $110.1M | +103.18% | +6.09% | -1.25% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Add 33% ($27.3M) | 2.18% | $110.0M | +85.78% | +27.91% | +58.50% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(2.4M) | 2.15% | $108.4M | -3.47% | -3.63% | -6.85% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(2.0M) | 2.13% | $107.4M | +64.01% | -6.60% | +2.22% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 2% $(2.3M) | 2.12% | $106.5M | +29.80% | +0.55% | +5.77% | |
| DG - DOLLAR GEN CORP NEW | Reduce 2% $(2.2M) | 1.96% | $98.9M | -57.96% | +9.27% | -5.60% | |
| TMUS - T-MOBILE US INC | Add 53% ($33.9M) | 1.95% | $98.3M | +115.97% | +16.74% | +14.48% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 2% $(1.9M) | 1.92% | $96.8M | -28.33% | -2.17% | -28.12% | |
| APD - AIR PRODS & CHEMS INC | Reduce 2% $(1.9M) | 1.78% | $89.7M | +20.86% | +13.93% | +22.75% | |
| WDAY - WORKDAY INC | Reduce 2% $(1.7M) | 1.74% | $87.4M | +21.57% | -5.76% | -1.32% | |
| ISRG - INTUITIVE SURGICAL INC | Add 47% ($27.4M) | 1.71% | $86.1M | +124.84% | +10.78% | +40.94% | |
| NFLX - NETFLIX INC | Add 38% ($22.3M) | 1.62% | $81.5M | +452.83% | +38.69% | +90.57% | |
| ROST - ROSS STORES INC | Add 29% ($18.1M) | 1.61% | $81.2M | +52.68% | -8.64% | +9.10% | |
| ADI - ANALOG DEVICES INC | Reduce 2% $(1.6M) | 1.53% | $76.9M | +19.30% | +12.80% | +18.52% | |
| YUM - YUM BRANDS INC | Reduce 2% $(1.5M) | 1.52% | $76.5M | +36.33% | +7.57% | +26.08% | |
| TJX - TJX COS INC NEW | Reduce 2% $(1.6M) | 1.45% | $72.9M | +124.36% | +6.85% | +33.80% | |
| VRSK - VERISK ANALYTICS INC | Reduce 2% $(1.4M) | 1.45% | $72.8M | +65.42% | +12.19% | +19.65% | |
| DIS - DISNEY WALT CO | Add 4% ($3.0M) | 1.43% | $72.2M | -21.83% | +2.36% | -7.92% | |
| SPGI - S&P GLOBAL INC | Reduce 2% $(1.4M) | 1.39% | $70.2M | +42.39% | +18.11% | +9.58% | |
| TDG - TRANSDIGM GROUP INC | Reduce 2% $(1.4M) | 1.35% | $67.8M | +167.00% | +18.10% | +47.73% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 2% $(1.2M) | 1.22% | $61.6M | -9.57% | +13.66% | -10.81% | |
| NVS - NOVARTIS AG | Reduce 2% $(1.5M) | 1.21% | $60.8M | +49.14% | +3.31% | +25.89% | |
| WAB - WABTEC | New Purchase | 1.01% | $50.9M | +97.84% | +7.54% | +11.89% | |
| ECL - ECOLAB INC | Reduce 2% $(975.5K) | 0.99% | $49.8M | +49.16% | +3.35% | +7.01% | |
| GWRE - GUIDEWIRE SOFTWARE INC | Reduce 2% $(635.0K) | 0.64% | $32.0M | +153.62% | +8.56% | +6.11% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.13% | $6.3M | +62.78% | -7.45% | +2.83% | |
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 100% | 0.00% | $0.00 | +18.40% | +0.93% | +32.46% | |
| N/A - NESTLE SA ADR | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | +1.38% | +2.34% | +15.24% | |
| N/A - ROCHE HOLDINGS LTD-SPONS ADR | Reduce 100% | 0.00% | $0.00 | ||||