Bell Asset Management Ltd

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Assets, Funds, Holdings

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Bell Asset Management Ltd
CRD #108667
SEC #801-54652
CIK #0001681004
AUM
Employees
Phone01161292557200
AddressLevel 33, 225 George Street
Sydney, Australia
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002001200920172025
Sector Form 13F Holdings Value ($M)
Nvidia Corp 32.1
Microsoft Corp 23.3
Alphabet Inc 21.9
Apple Inc 20.0
Amazon Com Inc 16.4
Broadcom Inc 12.6
J P Morgan Chase & Co 8.7
Visa Inc 7.8
Thermo Fisher Scientific Inc 6.0
Mastercard Inc 6.0
View All
Holdings by Sector ($M)
80064048032016002018202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 38.8
By Discretionary
Discretionary 4 38.8
Non-Discretionary 0 0.0
Total 4 38.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 38.8
Total 4 38.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001681004]
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