BRISTOL JOHN W & CO INC /NY/ Latest Trades, 13F, 13D/G

Tutorials

BJ
	BRISTOL JOHN W & CO INC /NY/ 13F
	BRISTOL JOHN W & CO INC /NY/

	Last update 2024-01-30	69 Stocks (1 new)
	Value $5.44 Bil	Turnover 1 %
	Countries: Top Holdings: MSFT(5.70%)AMZN(5.04%)META(4.27%)ANET(3.49%)MA(3.39%) Portfolio Report

BRISTOL JOHN W & CO INC /NY/ Profile

Bristol John W & Co Inc. is an investment management firm based out of New York City. The company was established in 1954 as a successor to another firm founded in 1937. Its original purpose was to advise the endowment funds of Princeton University and Swarthmore College, and it has expanded since then. Bristol John W & Co is currently headed by CEO Robert F. Coviello and is a completely employee owned firm with 21 employees of which 12 are investment professionals. The company conducts its research internally, utilizing a quantitative methodology to make its investments in the fixed income and public equity markets on a global scale. Bristol John W & Co invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of its total asset allocations, and also invests in the information technology, health care, finance, industrials, consumer staples, transports, and materials sectors, among others to a lesser degree, in order of decreasing allocation. Other than the company’s top holdings in Johnson & Johnson Co. and Nestle, respectively making up 4.7% and 3.2% of its total holdings, none of its holdings exceed 3% of its allocations with its top 10 holdings making up just over a quarter of its total holdings. Bristol John W & Co currently holds over $6 billion in total assets under management spread across over 100 accounts, all of which are discretionary accounts. Both of its total assets under management and total number of accounts, despite some volatility, have stayed relatively stable in recent years. Bristol John W & Co mainly caters to charitable organizations, which alone makes up over half of its entire client base, and also caters to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, corporations and other businesses, and others, in order of decreasing clientele.

This section is for PremiumPlus P Membership subscribers only.

GuruFocus PremiumPlus P Membership

Backtesting

13F, 13D/G of all institutional investors

Aggregated portfolio of any combinations among them

FilingWiz

Manual of Stocks

Excel Add-In unlimited queries

API (20,000 queries/month)

And More

Discussions on BRISTOL JOHN W & CO INC /NY/

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.