Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $465,741 (100.0% shares, 0.0% debt)

Holdings (60)

MSFT MICROSOFT CORP 5.3%
Value ($000) $24,864 Shares 105,460 Est. Cost $188.49 Unrealized +18.3%
GOOGL ALPHABET INC 4.5%
Value ($000) $21,054 Shares 10,208 Est. Cost $56.16 Unrealized +74.4%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $18,252 Shares 49,056 Est. Cost $223.43 Unrealized +43.1%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $14,132 Shares 85,988 Est. Cost $114.40 Unrealized +23.1%
FISV FISERV INC 2.9%
Value ($000) $13,442 Shares 112,917 Est. Cost $91.20 Unrealized +25.8%
META FACEBOOK INC 2.7%
Value ($000) $12,486 Shares 42,394 Est. Cost $183.59 Unrealized +45.6%
ORCL ORACLE CORP 2.2%
Value ($000) $10,468 Shares 149,174 Est. Cost $44.83 Unrealized +35.2%
COR AMERISOURCEBERGEN CORP 2.2%
Value ($000) $10,405 Shares 88,122 Est. Cost $72.89 Unrealized +34.9%
G GENPACT LIMITED 2.2%
Value ($000) $10,119 Shares 236,314 Est. Cost $36.34 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $9,280 Shares 159,594 Est. Cost $37.94 Unrealized +11.3%
CHD CHURCH & DWIGHT INC 2.0%
Value ($000) $9,228 Shares 105,641 Est. Cost $70.52 Unrealized +11.7%
LOW LOWES COS INC 1.9%
Value ($000) $9,011 Shares 47,381 Est. Cost $93.82 Unrealized +67.3%
HD HOME DEPOT INC 1.9%
Value ($000) $8,871 Shares 29,060 Est. Cost $167.48 Unrealized +46.0%
ICLR ICON PLC 1.8%
Value ($000) $8,566 Shares 43,621 Est. Cost $168.49 Unrealized +17.2%
HCA HCA HEALTHCARE INC 1.8%
Value ($000) $8,489 Shares 45,075 Est. Cost $122.86 Unrealized +37.5%
CERNER CORP 1.8%
Value ($000) $8,261 Shares 114,930 Est. Cost $59.86 Unrealized
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $8,113 Shares 45,818 Est. Cost $20.85 Unrealized +41.3%
V VISA INC 1.7%
Value ($000) $8,051 Shares 38,027 Est. Cost $137.72 Unrealized +47.5%
POOL POOL CORP 1.7%
Value ($000) $7,831 Shares 22,682 Est. Cost $252.43 Unrealized +30.2%
ACN ACCENTURE PLC IRELAND 1.7%
Value ($000) $7,802 Shares 28,241 Est. Cost $143.63 Unrealized +68.0%
JKHY HENRY JACK & ASSOC INC 1.7%
Value ($000) $7,797 Shares 51,389 Est. Cost $147.16 Unrealized -2.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.6%
Value ($000) $7,638 Shares 97,778 Est. Cost $62.97 Unrealized +13.7%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $7,560 Shares 21,424 Est. Cost $237.74 Unrealized +34.4%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $7,511 Shares 61,666 Est. Cost $82.58 Unrealized +29.6%
MCO MOODYS CORP 1.6%
Value ($000) $7,231 Shares 24,217 Est. Cost $242.77 Unrealized +11.4%
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $7,184 Shares 53,067 Est. Cost $112.87 Unrealized +19.5%
ORLY OREILLY AUTOMOTIVE INC 1.5%
Value ($000) $7,166 Shares 14,127 Est. Cost $22.70 Unrealized +36.5%
HON HONEYWELL INTL INC 1.5%
Value ($000) $7,053 Shares 32,491 Est. Cost $117.22 Unrealized +50.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.5%
Value ($000) $6,832 Shares 84,838 Est. Cost $70.09 Unrealized +9.0%
SCI SERVICE CORP INTL 1.4%
Value ($000) $6,745 Shares 132,126 Est. Cost $39.99 Unrealized +25.2%
FBIN FORTUNE BRANDS HOME & SEC IN 1.4%
Value ($000) $6,740 Shares 70,343 Est. Cost $70.17 Unrealized 0.0%
PEP PEPSICO INC 1.4%
Value ($000) $6,698 Shares 47,353 Est. Cost $99.58 Unrealized +18.4%
FLEETCOR TECHNOLOGIES INC 1.4%
Value ($000) $6,626 Shares 24,666 Est. Cost $242.92 Unrealized
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $6,548 Shares 18,578 Est. Cost $255.30 Unrealized +29.2%
ZTS ZOETIS INC 1.4%
Value ($000) $6,548 Shares 41,578 Est. Cost $101.34 Unrealized +49.7%
HSY HERSHEY CO 1.4%
Value ($000) $6,465 Shares 40,875 Est. Cost $118.73 Unrealized +12.9%
AMGN AMGEN INC 1.4%
Value ($000) $6,370 Shares 25,601 Est. Cost $166.06 Unrealized +23.3%
BR BROADRIDGE FINL SOLUTIONS IN 1.4%
Value ($000) $6,300 Shares 41,148 Est. Cost $95.13 Unrealized +42.9%
KR KROGER CO 1.3%
Value ($000) $6,246 Shares 173,545 Est. Cost $24.10 Unrealized +27.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.3%
Value ($000) $6,080 Shares 12,531 Est. Cost $269.17 Unrealized +65.7%
NKE NIKE INC 1.3%
Value ($000) $5,828 Shares 43,853 Est. Cost $69.34 Unrealized +86.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $5,800 Shares 12,201 Est. Cost $467.43 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $5,799 Shares 40,999 Est. Cost $93.92 Unrealized +32.4%
MCD MCDONALDS CORP 1.2%
Value ($000) $5,706 Shares 25,456 Est. Cost $137.67 Unrealized +38.9%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,610 Shares 15,756 Est. Cost $164.48 Unrealized +106.5%
TTC TORO CO 1.2%
Value ($000) $5,412 Shares 52,474 Est. Cost $74.83 Unrealized +33.6%
ARISTA NETWORKS INC 1.2%
Value ($000) $5,406 Shares 17,907 Est. Cost $235.21 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $5,404 Shares 104,500 Est. Cost $35.30 Unrealized +15.1%
YETI YETI HLDGS INC 1.2%
Value ($000) $5,404 Shares 74,834 Est. Cost $30.43 Unrealized +134.1%
FOXF FOX FACTORY HLDG CORP 1.1%
Value ($000) $5,208 Shares 40,989 Est. Cost $95.33 Unrealized +35.4%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $5,044 Shares 20,746 Est. Cost $202.75 Unrealized +11.3%
CRL CHARLES RIV LABS INTL INC 1.1%
Value ($000) $5,038 Shares 17,384 Est. Cost $145.88 Unrealized +90.5%
CBRE CBRE GROUP INC 1.0%
Value ($000) $4,712 Shares 59,562 Est. Cost $55.21 Unrealized +28.1%
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $4,478 Shares 1,922 Est. Cost $1847.87 Unrealized +18.3%
EW EDWARDS LIFESCIENCES CORP 0.9%
Value ($000) $4,416 Shares 52,802 Est. Cost $84.54 Unrealized 0.0%
UNP UNION PAC CORP 0.9%
Value ($000) $4,361 Shares 19,787 Est. Cost $188.09 Unrealized 0.0%
ECL ECOLAB INC 0.9%
Value ($000) $4,277 Shares 19,980 Est. Cost $176.61 Unrealized +14.1%
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $4,190 Shares 14,405 Est. Cost $127.57 Unrealized +99.9%
MTD METTLER TOLEDO INTERNATIONAL 0.8%
Value ($000) $3,890 Shares 3,366 Est. Cost $610.00 Unrealized +90.0%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $3,695 Shares 20,121 Est. Cost $90.97 Unrealized +72.9%