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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: 2022-08-01 (Q2 2022) | Holdings: 117 | Value: $4.1B | 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% $(6.3M) | 6.16% | $251.4M | +36.38% | -20.08% | +19.81% | |
| AMZN - AMAZON COM INC | Add 1850% ($168.4M) | 4.35% | $177.5M | +28.13% | -31.62% | -4.83% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(4.2M) | 3.97% | $162.0M | -26.68% | -16.36% | -5.49% | |
| FDX - FEDEX CORP | Reduce 3% $(3.8M) | 3.65% | $149.0M | -6.68% | -34.12% | +15.19% | |
| MA - MASTERCARD INCORPORATED | Reduce 3% $(3.8M) | 3.48% | $142.1M | +51.53% | -7.71% | +13.08% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(3.2M) | 3.15% | $128.7M | -11.99% | +1.41% | -4.78% | |
| GOOG - ALPHABET INC | Reduce 4% $(4.7M) | 3.09% | $126.3M | +34.66% | -23.91% | +12.42% | |
| AAPL - APPLE INC | Reduce 3% $(3.3M) | 3.07% | $125.4M | +24.85% | -9.29% | +21.01% | |
| JPM - JPMORGAN CHASE & CO | Add 19% ($18.9M) | 2.86% | $116.8M | +119.07% | +12.45% | +40.70% | |
| META - META PLATFORMS INC | Add 15% ($14.7M) | 2.80% | $114.4M | +218.26% | -42.81% | +98.54% | |
| BDX - BECTON DICKINSON & CO | Reduce 3% $(2.9M) | 2.68% | $109.3M | -15.36% | -6.70% | +14.32% | |
| DG - DOLLAR GEN CORP NEW | Reduce 3% $(2.8M) | 2.60% | $106.3M | -61.34% | -1.13% | -32.96% | |
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(3.5M) | 2.57% | $105.1M | -2.32% | -1.96% | -0.18% | |
| TXN - TEXAS INSTRS INC | Reduce 3% $(2.7M) | 2.55% | $104.3M | -9.92% | -10.00% | +0.08% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Add 24% ($19.9M) | 2.52% | $103.0M | -20.93% | -18.99% | -2.24% | |
| TMUS - T-MOBILE US INC | Reduce 3% $(2.7M) | 2.46% | $100.4M | +86.35% | +4.33% | -5.57% | |
| CMCSA - COMCAST CORP NEW | Reduce 3% $(2.7M) | 2.39% | $97.7M | -1.51% | -17.04% | +23.76% | |
| GOOGL - ALPHABET INC | Reduce 1% $(732.2K) | 2.32% | $94.7M | +33.23% | -23.71% | +12.61% | |
| PGR - PROGRESSIVE CORP | Reduce 22% $(26.4M) | 2.31% | $94.2M | +142.19% | +13.24% | +11.38% | |
| COST - COSTCO WHSL CORP NEW | Add 3% ($2.3M) | 2.30% | $94.0M | +90.03% | -10.96% | +2.10% | |
| CP - CANADIAN PAC RY LTD | New Purchase | 2.30% | $93.9M | -2.16% | -5.32% | +3.85% | |
| NKE - NIKE INC | Reduce 3% $(2.4M) | 2.20% | $89.9M | -48.86% | -20.26% | -4.19% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 3% $(2.7M) | 2.16% | $88.2M | +55.48% | -9.11% | +25.03% | |
| APD - AIR PRODS & CHEMS INC | Reduce 2% $(2.1M) | 2.06% | $84.2M | +14.66% | +0.47% | +24.82% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 3% $(2.2M) | 1.99% | $81.4M | +142.48% | -6.74% | +51.31% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(2.2M) | 1.98% | $80.9M | +75.74% | -1.83% | +19.10% | |
| ANET - ARISTA NETWORKS INC | Reduce 3% $(2.1M) | 1.93% | $78.6M | +131.71% | +1.73% | +44.24% | |
| WDAY - WORKDAY INC | Add 44% ($22.5M) | 1.80% | $73.4M | +44.04% | -6.47% | +49.39% | |
| YUM - YUM BRANDS INC | Reduce 3% $(2.1M) | 1.74% | $71.1M | +23.36% | -3.67% | +12.34% | |
| ADI - ANALOG DEVICES INC | Reduce 3% $(1.7M) | 1.62% | $66.3M | +8.75% | -16.66% | +15.15% | |
| TJX - TJX COS INC NEW | Reduce 3% $(1.7M) | 1.60% | $65.5M | +113.40% | +13.34% | +39.72% | |
| ROST - ROSS STORES INC | Reduce 2% $(1.6M) | 1.51% | $61.5M | +73.83% | +12.16% | +36.62% | |
| DAL - DELTA AIR LINES INC DEL | New Purchase | 1.45% | $59.3M | +31.09% | +1.04% | +41.49% | |
| NVS - NOVARTIS AG | Reduce 3% $(1.6M) | 1.39% | $56.9M | +47.43% | -5.86% | +23.39% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 37% $(32.7M) | 1.38% | $56.4M | +30.83% | -6.72% | +14.17% | |
| SPGI - S&P GLOBAL INC | Reduce 3% $(1.5M) | 1.38% | $56.1M | +28.12% | -15.83% | +7.60% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 3% $(1.7M) | 1.36% | $55.6M | +105.93% | +0.73% | +33.89% | |
| TDG - TRANSDIGM GROUP INC | Reduce 3% $(1.4M) | 1.33% | $54.4M | +139.03% | -8.96% | +44.86% | |
| DIS - DISNEY WALT CO | Reduce 2% $(1.2M) | 1.19% | $48.5M | -18.80% | -3.71% | -18.38% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 3% $(1.4M) | 1.18% | $48.1M | -13.95% | -25.69% | +30.83% | |
| WAB - WABTEC | Reduce 2% $(1.0M) | 1.04% | $42.4M | +87.51% | -2.18% | +27.72% | |
| ECL - ECOLAB INC | Reduce 3% $(1.3M) | 1.03% | $42.1M | +48.11% | -17.23% | +12.65% | |
| NFLX - NETFLIX INC | Reduce 3% $(1.0M) | 0.91% | $37.0M | +336.81% | +22.55% | +92.90% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 17% $(818.0K) | 0.10% | $4.1M | +74.73% | -1.58% | +19.76% | |
| GWRE - GUIDEWIRE SOFTWARE INC | Reduce 100% | 0.00% | $0.00 | +163.49% | -26.99% | +8.52% | |
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VRSK - VERISK ANALYTICS INC | Reduce 100% | 0.00% | $0.00 | +58.45% | -9.94% | +24.25% | |