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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: 2022-10-31 (Q3 2022) | Holdings: 128 | Value: $4.0B | 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 | 5.67% | $227.1M | +60.11% | +8.04% | +48.94% | ||
| AMZN - AMAZON COM INC | Reduce 2% $(4.4M) | 4.61% | $184.4M | +65.99% | +1.12% | +31.74% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 3.79% | $151.5M | -16.68% | +13.77% | -14.39% | ||
| MA - MASTERCARD INCORPORATED | 3.20% | $127.9M | +58.06% | +12.78% | +14.42% | ||
| AAPL - APPLE INC | 3.17% | $126.9M | +28.71% | -6.07% | +12.85% | ||
| GOOG - ALPHABET INC | Add 1864% ($103.5M) | 2.73% | $109.1M | +61.20% | +6.11% | +33.46% | |
| JPM - JPMORGAN CHASE & CO | 2.72% | $108.6M | +94.97% | +10.84% | +12.78% | ||
| TXN - TEXAS INSTRS INC | 2.61% | $104.6M | -2.23% | +13.04% | -8.99% | ||
| DG - DOLLAR GEN CORP NEW | 2.59% | $103.6M | -61.71% | -7.40% | -53.72% | ||
| N/A - NESTLE SA ADR | New Purchase | 2.56% | $102.3M | ||||
| TMUS - T-MOBILE US INC | 2.51% | $100.3M | +75.15% | -1.32% | -5.19% | ||
| BDX - BECTON DICKINSON & CO | 2.47% | $98.9M | -12.72% | +7.66% | +8.67% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 23% ($18.5M) | 2.44% | $97.7M | +73.63% | +4.06% | +15.18% | |
| FDX - FEDEX CORP | 2.44% | $97.6M | +35.17% | +25.64% | +53.65% | ||
| JNJ - JOHNSON & JOHNSON | 2.42% | $97.0M | -2.44% | -4.64% | -12.12% | ||
| META - META PLATFORMS INC | 2.41% | $96.5M | +434.13% | +62.32% | +230.59% | ||
| ANET - ARISTA NETWORKS INC | 2.37% | $94.8M | +136.58% | +8.42% | +75.15% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 26% $(32.3M) | 2.36% | $94.2M | -15.02% | -10.17% | -2.81% | |
| CP - CANADIAN PAC RY LTD | 2.25% | $89.9M | +0.40% | +3.33% | -4.48% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 5% $(4.6M) | 2.20% | $88.0M | +104.87% | +2.82% | +11.18% | |
| GOOGL - ALPHABET INC | Add 1948% ($80.9M) | 2.13% | $85.1M | +59.12% | +5.22% | +32.48% | |
| APD - AIR PRODS & CHEMS INC | 2.04% | $81.6M | +10.62% | +26.43% | +14.72% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 20% $(20.6M) | 2.02% | $80.8M | +59.34% | +9.33% | +31.43% | |
| WDAY - WORKDAY INC | 2.01% | $80.3M | +39.46% | +16.94% | +33.43% | ||
| BKNG - BOOKING HOLDINGS INC | 1.91% | $76.3M | +144.46% | +29.32% | +46.26% | ||
| ROST - ROSS STORES INC | 1.85% | $73.8M | +48.78% | +23.19% | +21.67% | ||
| CMCSA - COMCAST CORP NEW | 1.83% | $73.1M | +14.72% | +25.94% | +34.59% | ||
| TJX - TJX COS INC NEW | 1.83% | $73.0M | +82.39% | +14.06% | +23.31% | ||
| NKE - NIKE INC | 1.82% | $72.9M | -39.47% | +35.75% | +6.75% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 36% ($18.8M) | 1.77% | $70.7M | +94.60% | +1.26% | +9.03% | |
| CHTR - CHARTER COMMUNICATIONS INC N | 1.66% | $66.4M | -9.40% | +6.56% | +8.65% | ||
| YUM - YUM BRANDS INC | Reduce 1% $(340.7K) | 1.66% | $66.3M | +26.29% | +8.90% | +3.83% | |
| PGR - PROGRESSIVE CORP | Reduce 32% $(30.3M) | 1.59% | $63.8M | +111.98% | +7.15% | +24.22% | |
| ADI - ANALOG DEVICES INC | 1.59% | $63.5M | +27.00% | +22.24% | +11.80% | ||
| DAL - DELTA AIR LINES INC DEL | 1.44% | $57.6M | +21.16% | +16.20% | -8.94% | ||
| IFNNY - INFINEON TECHNOLOGIES-ADR | New Purchase | 1.36% | $54.5M | +23.28% | +48.90% | +18.17% | |
| TDG - TRANSDIGM GROUP INC | 1.33% | $53.3M | +151.59% | +25.11% | +42.33% | ||
| ROP - ROPER TECHNOLOGIES INC | 1.29% | $51.6M | +35.69% | +4.30% | +17.61% | ||
| NVS - NOVARTIS AG | 1.28% | $51.3M | +54.85% | +8.24% | +25.64% | ||
| SPGI - S&P GLOBAL INC | 1.27% | $50.9M | +45.41% | +16.23% | +9.10% | ||
| NFLX - NETFLIX INC | 1.25% | $50.0M | +228.54% | +22.22% | +41.87% | ||
| DIS - DISNEY WALT CO | 1.21% | $48.4M | -20.28% | +1.57% | -24.73% | ||
| SCHW - SCHWAB CHARLES CORP | New Purchase | 1.07% | $42.8M | -1.27% | -2.01% | -33.05% | |
| WAB - WABTEC | 1.05% | $42.1M | +85.93% | +12.22% | +14.20% | ||
| ECL - ECOLAB INC | 0.99% | $39.7M | +63.95% | +4.36% | +13.10% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 1% $(218.2K) | 0.90% | $36.0M | +8.66% | +19.60% | +69.62% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | +60.85% | +4.55% | +16.35% | |