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 | ▼ 6.57% | $6.08B | 61 |
Current Portfolio Holdings
Showing all 61 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.6M | $341.7M | 5.62% |
| 2 | AAPL | Apple Inc. | Technology | 1.2M | $304.9M | 5.02% |
| 3 | GOOGL | Alphabet Inc. | Technology | 1.0M | $294.5M | 4.85% |
| 4 | ANET | Arista Networks, Inc. | Technology | 2.3M | $281.5M | 4.63% |
| 5 | META | Meta Platforms, Inc. | Technology | 468K | $267.9M | 4.41% |
| 6 | MSFT | Microsoft Corporation | Technology | 723K | $267.7M | 4.41% |
| 7 | NFLX | Netflix, Inc. | Communication Services | 2.0M | $195.6M | 3.22% |
| 8 | MA | Mastercard Incorporated | Financial Services | 380K | $189.7M | 3.12% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 604K | $177.7M | 2.93% |
| 10 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 343K | $168.5M | 2.77% |
| 11 | ISRG | Intuitive Surgical, Inc. | Healthcare | 361K | $166.3M | 2.74% |
| 12 | NVDA | NVIDIA Corporation | Technology | 918K | $160.2M | 2.64% |
| 13 | CP | Canadian Pacific Kansas City Ltd. | Industrials | 1.8M | $144.1M | 2.37% |
| 14 | IFNNY | INFINEON TECHNOLOGIES-ADR | — | 3.0M | $134.6M | 2.21% |
| 15 | DE | Deere & Company | Industrials | 233K | $131.4M | 2.16% |
Showing 1 to 15 of 61 holdings