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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: 2023-04-14 (Q1 2023) | Holdings: 124 | Value: $4.9B | 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 | 5.80% | $282.1M | +30.21% | +19.51% | +43.84% | ||
| AMZN - AMAZON COM INC | Add 16% ($26.3M) | 4.02% | $195.5M | +69.04% | +29.47% | +78.00% | |
| META - META PLATFORMS INC | Add 1% ($960.3K) | 3.72% | $181.1M | +129.62% | +41.33% | +127.84% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 3.55% | $172.9M | -25.57% | -10.93% | -5.21% | ||
| MA - MASTERCARD INCORPORATED | 3.39% | $164.7M | +39.14% | +7.88% | +23.87% | ||
| AAPL - APPLE INC | 3.13% | $152.0M | +18.86% | +17.67% | +5.16% | ||
| ANET - ARISTA NETWORKS INC | 2.92% | $141.9M | +74.74% | +3.59% | +59.98% | ||
| JPM - JPMORGAN CHASE & CO | 2.80% | $136.1M | +72.32% | +10.35% | +34.15% | ||
| TXN - TEXAS INSTRS INC | 2.60% | $126.4M | -12.78% | +3.66% | -3.69% | ||
| FDX - FEDEX CORP | Reduce 17% $(25.2M) | 2.57% | $124.7M | -8.09% | +11.01% | +17.97% | |
| BKNG - BOOKING HOLDINGS INC | 2.54% | $123.6M | +74.41% | +12.07% | +32.77% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($851.3K) | 2.39% | $116.2M | +61.29% | +7.51% | +25.00% | |
| N/A - NESTLE SA ADR | New Purchase | 2.39% | $116.1M | ||||
| COST - COSTCO WHSL CORP NEW | Add 19% ($18.5M) | 2.37% | $115.5M | +103.43% | +12.45% | +50.17% | |
| GOOG - ALPHABET INC | Add 2% ($2.5M) | 2.33% | $113.5M | +48.19% | +18.62% | +48.28% | |
| WDAY - WORKDAY INC | 2.25% | $109.3M | +16.98% | +17.26% | +33.38% | ||
| TMUS - T-MOBILE US INC | 2.24% | $109.1M | +76.57% | -8.23% | +7.17% | ||
| NKE - NIKE INC | 2.22% | $108.0M | -56.13% | -13.46% | -25.12% | ||
| BDX - BECTON DICKINSON & CO | 2.21% | $107.5M | -19.12% | +0.63% | -6.89% | ||
| CP - CANADIAN PAC RY LTD | 2.14% | $104.0M | -5.80% | +1.79% | +9.71% | ||
| IFNNY - INFINEON TECHNOLOGIES-ADR | New Purchase | 2.11% | $102.4M | -22.99% | +9.04% | -13.52% | |
| ISRG - INTUITIVE SURGICAL INC | 1.99% | $96.5M | +80.28% | +32.53% | +41.34% | ||
| GOOGL - ALPHABET INC | Add 4% ($3.4M) | 1.98% | $96.4M | +47.22% | +19.10% | +47.97% | |
| CMCSA - COMCAST CORP NEW | Add 1% ($564.9K) | 1.94% | $94.2M | -6.17% | +11.57% | +6.69% | |
| ROST - ROSS STORES INC | 1.93% | $93.6M | +35.31% | +5.61% | +29.03% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | 1.90% | $92.2M | +37.53% | +21.71% | +68.00% | ||
| TJX - TJX COS INC NEW | Add 1% ($477.0K) | 1.88% | $91.6M | +67.80% | +10.34% | +21.89% | |
| ADI - ANALOG DEVICES INC | 1.84% | $89.6M | -2.87% | +5.14% | +3.34% | ||
| UNH - UNITEDHEALTH GROUP INC | 1.82% | $88.6M | +18.65% | -4.45% | -11.05% | ||
| YUM - YUM BRANDS INC | 1.71% | $83.1M | +9.42% | +0.72% | +3.63% | ||
| APD - AIR PRODS & CHEMS INC | Reduce 21% $(21.0M) | 1.65% | $80.0M | -4.21% | +4.89% | -17.36% | |
| JNJ - JOHNSON & JOHNSON | Reduce 14% $(12.7M) | 1.64% | $80.0M | -1.21% | -3.30% | -8.21% | |
| CHTR - CHARTER COMMUNICATIONS INC N | 1.63% | $79.3M | -3.10% | +9.23% | -25.13% | ||
| TDG - TRANSDIGM GROUP INC | 1.55% | $75.4M | +94.48% | +17.83% | +66.45% | ||
| WAB - WABTEC | Add 43% ($22.5M) | 1.54% | $74.8M | +71.61% | +12.88% | +46.17% | |
| NFLX - NETFLIX INC | 1.49% | $72.7M | +184.51% | +33.15% | +79.63% | ||
| DAL - DELTA AIR LINES INC DEL | 1.48% | $72.2M | +22.24% | +38.71% | +38.98% | ||
| NVS - NOVARTIS AG | Add 1% ($351.3K) | 1.29% | $62.7M | +23.40% | +0.61% | +3.92% | |
| MCO - MOODYS CORP | 1.26% | $61.1M | +43.74% | +18.64% | +25.18% | ||
| SPGI - S&P GLOBAL INC | 1.19% | $57.6M | +36.11% | +20.73% | +19.25% | ||
| PGR - PROGRESSIVE CORP | Reduce 28% $(22.5M) | 1.17% | $56.7M | +106.46% | -10.88% | +51.92% | |
| DG - DOLLAR GEN CORP NEW | Add 1% ($305.8K) | 1.15% | $56.2M | -56.50% | -24.59% | -31.35% | |
| CRM - SALESFORCE INC | 1.09% | $53.1M | +28.94% | +16.83% | +40.02% | ||
| SCHW - SCHWAB CHARLES CORP | Add 67% ($21.0M) | 1.08% | $52.3M | +57.85% | +19.09% | +46.47% | |
| ECL - ECOLAB INC | 0.94% | $45.8M | +48.96% | +16.27% | +36.93% | ||
| DIS - DISNEY WALT CO | 0.64% | $31.1M | -15.85% | -14.07% | +13.81% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 50% $(25.3M) | 0.52% | $25.1M | -9.33% | +37.51% | +23.84% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | +49.06% | +7.78% | +24.45% | |