Bell Asset Management Ltd

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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 ($M)
70056042028014001999200720152024
CIK Period
0001681004
Sector Form 13F Holdings Value ($M)
Nvidia Corp 34.9
Microsoft Corp 31.2
Alphabet Inc 29.4
Amazon Com Inc 23.6
Apple Inc 19.3
Facebook Inc 13.6
Aon Corp 8.9
Broadcom Inc 8.9
Lilly Eli & Co 8.9
Fiserv Inc 8.8
UnitedHealth Group Inc 8.7
PepsiCo Inc 8.7
Oracle Corp 8.4
Marsh & McLennan Companies Inc 8.3
Accenture PLC 7.4
Uber Technologies Inc 7.3
Mastercard Inc 7.1
VISA Inc 7.1
Taiwan Semiconductor Manufacturing Co Ltd 6.6
Motorola Inc 6.3
MSCI Inc 6.3
Clean Harbors Inc 6.0
Service Corporation International 5.9
Amerisourcebergen Corp 5.9
Arista Networks Inc 5.8
Advanced Drainage Systems Inc 5.7
Gores Holdings II Inc 5.5
Houlihan Lokey Inc 5.5
Core & Main Inc 5.2
Keysight Technologies Inc 5.1
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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 - 2025
13F-HR [0001681004]
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