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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: 2023-11-08 (Q3 2023) | Holdings: 109 | Value: $5.1B | 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 1% $(2.4M) | 5.74% | $290.6M | +2.68% | +16.31% | +16.24% | |
| AMZN - AMAZON COM INC | Reduce 1% $(2.1M) | 4.68% | $236.9M | +21.54% | +22.83% | +45.64% | |
| META - META PLATFORMS INC | Reduce 20% $(51.2M) | 4.04% | $204.4M | +57.74% | +46.55% | +83.12% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(1.5M) | 3.49% | $176.6M | +33.50% | +17.30% | +36.38% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(1.4M) | 3.17% | $160.5M | -6.37% | +20.19% | +19.59% | |
| AAPL - APPLE INC | Reduce 1% $(1.3M) | 3.07% | $155.6M | +8.45% | +3.49% | +23.32% | |
| ANET - ARISTA NETWORKS INC | Reduce 1% $(1.3M) | 3.02% | $152.9M | +35.88% | +34.76% | +89.56% | |
| GOOGL - ALPHABET INC | 3.01% | $152.4M | +15.10% | +12.91% | +37.01% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(1.3M) | 2.94% | $149.1M | +65.15% | +21.07% | +68.46% | |
| FDX - FEDEX CORP | Reduce 1% $(1.2M) | 2.81% | $142.5M | -13.21% | -1.13% | +19.93% | |
| GOOG - ALPHABET INC | Reduce 2% $(2.8M) | 2.74% | $138.7M | +15.54% | +12.64% | +36.79% | |
| COST - COSTCO WHSL CORP NEW | Add 3% ($4.3M) | 2.66% | $134.6M | +80.00% | +30.22% | +68.66% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(1.2M) | 2.57% | $130.3M | +49.07% | +14.59% | +34.44% | |
| BDX - BECTON DICKINSON & CO | Reduce 1% $(1.1M) | 2.43% | $122.8M | -14.05% | +3.20% | +0.54% | |
| WDAY - WORKDAY INC | Reduce 1% $(1.0M) | 2.21% | $111.9M | -1.00% | +36.57% | +18.32% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 1% $(891.2K) | 2.15% | $108.9M | +73.66% | +39.66% | +92.73% | |
| CMCSA - COMCAST CORP NEW | Reduce 1% $(901.6K) | 2.15% | $108.7M | -14.43% | +1.66% | +9.29% | |
| N/A - NESTLE SA ADR | Reduce 1% $(868.9K) | 2.10% | $106.3M | ||||
| TMUS - T-MOBILE US INC | Reduce 1% $(847.9K) | 2.05% | $103.8M | +82.94% | +11.22% | +65.23% | |
| TJX - TJX COS INC NEW | Reduce 1% $(852.6K) | 2.02% | $102.5M | +43.21% | +8.97% | +31.67% | |
| NFLX - NETFLIX INC | Add 30% ($23.3M) | 2.01% | $101.9M | +122.14% | +28.15% | +83.88% | |
| CP - CANADIAN PACIFIC KANSAS CITY | Reduce 1% $(776.5K) | 1.95% | $98.9M | +2.12% | +15.88% | +5.67% | |
| ROST - ROSS STORES INC | Reduce 1% $(1.2M) | 1.93% | $97.9M | +15.21% | +18.80% | +16.81% | |
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 1% $(787.7K) | 1.93% | $97.7M | +15.04% | +26.02% | +41.55% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 1% $(1.2M) | 1.89% | $95.8M | -18.42% | -29.92% | -4.68% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(805.2K) | 1.84% | $93.1M | -13.55% | -3.28% | +18.07% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | New Purchase | 1.83% | $92.7M | +6.69% | -1.07% | +1.57% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 23% $(26.8M) | 1.75% | $88.8M | +52.52% | +23.98% | +68.31% | |
| TXN - TEXAS INSTRS INC | Reduce 1% $(714.0K) | 1.72% | $87.1M | +5.39% | +12.16% | +52.14% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(969.1K) | 1.72% | $86.9M | +9.68% | +4.99% | +6.28% | |
| TDG - TRANSDIGM GROUP INC | Reduce 1% $(742.8K) | 1.68% | $85.1M | +54.94% | +22.86% | +59.24% | |
| NKE - NIKE INC | Reduce 1% $(645.4K) | 1.64% | $82.9M | -47.92% | -4.52% | -29.18% | |
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 1% $(665.5K) | 1.62% | $81.8M | -3.29% | +14.38% | +1.16% | |
| ADI - ANALOG DEVICES INC | Reduce 1% $(648.0K) | 1.55% | $78.5M | +6.73% | +15.61% | +32.36% | |
| APD - AIR PRODS & CHEMS INC | Reduce 1% $(654.4K) | 1.54% | $77.8M | +4.10% | -15.72% | +22.79% | |
| WAB - WABTEC | Reduce 1% $(701.0K) | 1.53% | $77.5M | +55.97% | +23.95% | +83.15% | |
| YUM - YUM BRANDS INC | Reduce 1% $(677.8K) | 1.53% | $77.4M | +17.08% | +3.86% | +10.56% | |
| DAL - DELTA AIR LINES INC DEL | Reduce 1% $(684.0K) | 1.49% | $75.2M | +20.25% | +17.69% | +86.65% | |
| NVS - NOVARTIS AG | Reduce 1% $(725.3K) | 1.35% | $68.3M | +23.42% | +7.33% | +14.98% | |
| DG - DOLLAR GEN CORP NEW | Add 34% ($16.1M) | 1.25% | $63.4M | -19.62% | +13.37% | -35.05% | |
| MCO - MOODYS CORP | Reduce 1% $(620.0K) | 1.23% | $62.1M | +26.46% | +19.42% | +41.89% | |
| SPGI - S&P GLOBAL INC | Reduce 1% $(647.9K) | 1.19% | $60.1M | +20.20% | +12.63% | +31.26% | |
| PGR - PROGRESSIVE CORP | Reduce 1% $(520.3K) | 1.07% | $54.4M | +71.08% | +15.34% | +64.28% | |
| SCHW - SCHWAB CHARLES CORP | Reduce 1% $(788.3K) | 1.06% | $53.7M | +40.97% | +15.68% | +43.64% | |
| CRM - SALESFORCE INC | Reduce 1% $(423.6K) | 1.05% | $53.1M | +16.60% | +36.40% | +60.72% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.10% | $5.3M | +47.28% | +13.29% | +32.41% | ||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | +34.79% | +23.80% | +15.73% | |
| ECL - ECOLAB INC | Reduce 100% | 0.00% | $0.00 | +41.87% | +14.79% | +42.89% | |