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Home > Institutional Investor > Bell Asset Management Ltd > Profile

Instuitional Investor - Bell Asset Management Ltd

Fund Profile
Filing Period:
Fund Name: Bell Asset Management Ltd
Portfolio Value $655,685,562
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 318,138 $44,440,697 6.77%
2.
Microsoft Corp
 MSFT 113,093 $42,527,492 6.48%
3.
Unitedhealth Group Inc
 UNH 51,422 $27,072,140 4.12%
4.
Johnson & Johnson
 JNJ 105,889 $16,597,042 2.53%
5.
Pepsico Inc
 PEP 90,228 $15,324,324 2.33%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)