BRISTOL JOHN W & CO INC /NY/ 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BJ BRISTOL JOHN W & CO INC /NY/ | Institutional Filer | ▲ 11.29% | $6.76B | 62 |
Current Portfolio Holdings
Showing all 62 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ANET | Arista Networks, Inc. | Technology | 2.2M | $373.2M | 5.52% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.5M | $351.9M | 5.20% |
| 3 | AAPL | Apple Inc. | Technology | 1.2M | $345.1M | 5.10% |
| 4 | GOOGL | Alphabet Inc. | Technology | 948K | $338.8M | 5.01% |
| 5 | MSFT | Microsoft Corporation | Technology | 716K | $267.0M | 3.95% |
| 6 | META | Meta Platforms, Inc. | Technology | 464K | $261.2M | 3.86% |
| 7 | NVDA | NVIDIA Corporation | Technology | 1.2M | $243.8M | 3.61% |
| 8 | IFNNY | INFINEON TECHNOLOGIES-ADR | — | 2.3M | $212.2M | 3.14% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 599K | $196.2M | 2.90% |
| 10 | MA | Mastercard Incorporated | Financial Services | 375K | $192.8M | 2.85% |
| 11 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 339K | $169.9M | 2.51% |
| 12 | CP | Canadian Pacific Kansas City Ltd. | Industrials | 1.8M | $157.0M | 2.32% |
| 13 | TXN | Texas Instruments Incorporated | Technology | 519K | $154.6M | 2.29% |
| 14 | ISRG | Intuitive Surgical, Inc. | Healthcare | 387K | $153.7M | 2.27% |
| 15 | DAL | Delta Air Lines, Inc. | Industrials | 1.6M | $146.7M | 2.17% |
Showing 1 to 15 of 62 holdings