Which New Zealand managed funds hold BRISTOL MYERS SQUIBB?

56 New Zealand managed funds hold BRISTOL MYERS SQUIBB as a direct holding, across 16 fund managers. Weights range from 0.010% to 1.37% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding BRISTOL MYERS SQUIBB indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in BRISTOL MYERS SQUIBB?

Kernel S&P Global Dividend Aristocrats Fund has the largest direct holding at 1.37% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold BRISTOL MYERS SQUIBB?

56 funds hold BRISTOL MYERS SQUIBB directly, across 16 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold BRISTOL MYERS SQUIBB indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P Global Dividend Aristocrats Fund	Kernel	1.37%
Aurellan Global Shares Fund	AAurellan	0.940%
Aurellan Hedged Global Shares Fund	AAurellan	0.940%
Pie Global Growth Fund 2	Pie Funds	0.540%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.520%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.520%
Mercer Core Hedged Global Shares Fund	Mercer	0.460%
Mercer Core Global Shares Fund	Mercer	0.450%
Mercer Responsible Global Shares Fund	Mercer	0.440%
AMP International Shares Managed Fund	AMP	0.370%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.360%
Kernel S&P Global 100 Fund	Kernel	0.360%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.360%
Mercer Global Shares Fund	Mercer	0.320%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.280%
Kernel Global ESG Fund	Kernel	0.260%
Clarity Global Shares Fund	Clarity	0.260%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.220%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.220%
Summer Global Equities	Summer	0.220%
Booster Wealth Geared Growth Fund	Booster	0.210%
Simplicity Hedged Global Share Fund	Simplicity	0.200%
Simplicity Unhedged Global Share Fund	Simplicity	0.200%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.200%
AMP Aggressive Managed Fund	AMP	0.190%
ACI Growth Fund	AACI	0.180%
Booster Socially Responsible High Growth Fund	Booster	0.180%
Booster Wealth High Growth Fund	Booster	0.170%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.170%
AMP Growth Managed Fund	AMP	0.150%
Harbour Balanced Growth Fund	Harbour	0.150%
Mercer Responsible Balanced Fund	Mercer	0.150%
Kernel High Growth Fund	Kernel	0.150%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.140%
Mercer All Country Global Shares Index Fund	Mercer	0.140%
Simplicity High Growth Investment Fund	Simplicity	0.140%
Booster Socially Responsible Growth Fund	Booster	0.140%
Booster Wealth Growth Fund	Booster	0.130%
Simplicity Growth Investment Fund	Simplicity	0.120%
AMP Balanced Managed Fund	AMP	0.110%
Booster Socially Responsible Balanced Fund	Booster	0.110%
Booster Wealth Balanced Fund	Booster	0.100%
Summer Growth Selection	Summer	0.100%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.100%
Simplicity Balanced Investment Fund	Simplicity	0.090%
Kernel Balanced Fund	Kernel	0.080%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.080%
Octagon Balanced Fund	Octagon	0.070%
Summer Balanced Selection	Summer	0.070%
Booster Wealth Moderate Fund	Booster	0.060%
Booster Shielded Growth Fund	Booster	0.060%
ACI Conservative Fund	AACI	0.050%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.040%
Simplicity Conservative Investment Fund	Simplicity	0.030%
Summer Conservative Selection	Summer	0.030%
Generate Focused Growth Managed Fund	GGenerate	0.010%

Funds holding BRISTOL MYERS SQUIBB usually also hold

Companies that appear alongside BRISTOL MYERS SQUIBB in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 7 spellings were treated as BRISTOL MYERS SQUIBB — shown so you can check the grouping rather than take it on trust.

BRISTOL MYERS SQUIBB
BRISTOL MYERS SQUIBB COMPANY
BRISTOL-MYERS SQUIBB CO
Bristol Myers Squibb Company
Bristol-Myers Squibb
Bristol-Myers Squibb Co
Bristol-Myers Squibb Company

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