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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: 2023-01-18 (Q4 2022) | Holdings: 120 | Value: $4.2B | 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 | 5.58% | $234.6M | +69.23% | +23.69% | +72.04% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 3.92% | $164.9M | -23.33% | +0.92% | -3.79% | ||
| MA - MASTERCARD INCORPORATED | 3.74% | $157.1M | +41.68% | +2.41% | +20.52% | ||
| JPM - JPMORGAN CHASE & CO | 3.32% | $139.7M | +84.77% | +5.18% | +29.45% | ||
| AMZN - AMAZON COM INC | 3.27% | $137.6M | +95.13% | +10.09% | +63.96% | ||
| AAPL - APPLE INC | 2.84% | $119.3M | +49.50% | +25.21% | +43.67% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($2.4M) | 2.74% | $115.4M | +71.21% | +5.54% | +19.88% | |
| FDX - FEDEX CORP | 2.70% | $113.6M | +17.07% | +24.11% | +35.37% | ||
| TXN - TEXAS INSTRS INC | 2.66% | $111.9M | -9.03% | +2.86% | +3.30% | ||
| BDX - BECTON DICKINSON & CO | Reduce 2% $(2.7M) | 2.62% | $110.2M | -17.18% | +2.85% | -5.22% | |
| APD - AIR PRODS & CHEMS INC | 2.58% | $108.4M | -5.87% | -3.39% | -11.71% | ||
| JNJ - JOHNSON & JOHNSON | Add 1% ($782.9K) | 2.51% | $105.6M | -3.82% | -3.15% | -1.45% | |
| TMUS - T-MOBILE US INC | Add 1% ($541.2K) | 2.50% | $105.2M | +82.20% | +2.48% | +14.26% | |
| NKE - NIKE INC | 2.44% | $102.7M | -54.87% | +0.99% | -17.38% | ||
| ANET - ARISTA NETWORKS INC | 2.44% | $102.4M | +153.76% | +38.01% | +130.04% | ||
| META - META PLATFORMS INC | Add 19% ($16.7M) | 2.43% | $102.3M | +312.21% | +62.80% | +189.42% | |
| ROST - ROSS STORES INC | 2.43% | $102.0M | +24.64% | -10.13% | +19.65% | ||
| CP - CANADIAN PAC RY LTD | 2.40% | $100.7M | -4.12% | +3.06% | +1.46% | ||
| ISRG - INTUITIVE SURGICAL INC | 2.38% | $99.8M | +93.69% | +17.16% | +47.08% | ||
| UNH - UNITEDHEALTH GROUP INC | 2.36% | $99.1M | +29.88% | +2.11% | +6.96% | ||
| GOOG - ALPHABET INC | Reduce 6% $(6.0M) | 2.25% | $94.7M | +75.24% | +14.91% | +61.91% | |
| BKNG - BOOKING HOLDINGS INC | 2.23% | $93.7M | +104.26% | +17.90% | +59.32% | ||
| TJX - TJX COS INC NEW | Reduce 1% $(966.1K) | 2.20% | $92.6M | +65.99% | -1.79% | +21.65% | |
| COST - COSTCO WHSL CORP NEW | Add 5% ($4.0M) | 2.12% | $89.1M | +109.91% | +4.34% | +50.38% | |
| WDAY - WORKDAY INC | 2.10% | $88.4M | +38.54% | +17.45% | +77.36% | ||
| CMCSA - COMCAST CORP NEW | Reduce 1% $(780.9K) | 2.05% | $86.3M | -5.59% | +0.80% | +16.56% | |
| YUM - YUM BRANDS INC | Add 1% ($524.6K) | 1.91% | $80.3M | +17.96% | +7.34% | +5.03% | |
| GOOGL - ALPHABET INC | Add 1% ($589.0K) | 1.88% | $79.1M | +74.04% | +14.84% | +61.35% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Add 1% ($648.0K) | 1.78% | $74.9M | -11.79% | -9.34% | -2.11% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | 1.78% | $74.7M | +66.90% | +21.08% | +56.61% | ||
| ADI - ANALOG DEVICES INC | Reduce 1% $(470.9K) | 1.77% | $74.3M | +12.63% | +14.42% | +19.88% | |
| PGR - PROGRESSIVE CORP | Add 1% ($613.8K) | 1.71% | $71.8M | +121.47% | +8.61% | +33.89% | |
| DAL - DELTA AIR LINES INC DEL | 1.61% | $67.7M | +9.97% | -5.07% | -1.02% | ||
| DG - DOLLAR GEN CORP NEW | Reduce 39% $(41.0M) | 1.55% | $65.4M | -57.88% | -1.89% | -39.28% | |
| TDG - TRANSDIGM GROUP INC | Add 1% ($353.9K) | 1.53% | $64.3M | +115.52% | +14.05% | +64.34% | |
| NFLX - NETFLIX INC | Reduce 1% $(848.7K) | 1.47% | $61.8M | +184.68% | +0.17% | +49.72% | |
| NVS - NOVARTIS AG | Add 1% ($334.5K) | 1.46% | $61.5M | +32.96% | +9.45% | +27.71% | |
| SPGI - S&P GLOBAL INC | 1.33% | $55.8M | +31.62% | -2.02% | +23.87% | ||
| MCO - MOODYS CORP | New Purchase | 1.32% | $55.4M | +39.89% | -2.66% | +25.08% | |
| WAB - WABTEC | 1.23% | $51.7M | +71.42% | -1.17% | +26.97% | ||
| SCHW - SCHWAB CHARLES CORP | 1.18% | $49.8M | +2.21% | -28.53% | -16.81% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 1.05% | $44.0M | +3.50% | +11.61% | +79.57% | ||
| ECL - ECOLAB INC | 0.96% | $40.2M | +61.68% | +10.77% | +35.65% | ||
| CRM - SALESFORCE INC | New Purchase | 0.84% | $35.1M | +78.95% | +38.60% | +95.71% | |
| DIS - DISNEY WALT CO | Reduce 40% $(17.6M) | 0.64% | $26.9M | -12.41% | +0.64% | -4.85% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.11% | $4.7M | +69.51% | +7.02% | +20.37% | |
| N/A - NESTLE SA ADR | Reduce 100% | 0.00% | $0.00 | ||||
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 100% | 0.00% | $0.00 | -4.37% | +15.26% | +10.58% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||