HoldingsChannel.com
Bell Asset Management Ltd Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALPHABET INC 11,227 +1,435 $13,045
     GOOGL11,227+1,435$13,045
UNITEDHEALTH GROUP INC 43,655 +2,470 $10,887
     UNH43,655+2,470$10,887
JOHNSON & JOHNSON 68,765 -8,154 $9,017
     JNJ68,765-8,154$9,017
FACEBOOK INC 52,749 +7,361 $8,799
     FB52,749+7,361$8,799
CISCO SYS INC 211,594 +61,232 $8,318
     CSCO211,594+61,232$8,318
ORACLE CORP 163,735 +14,331 $7,913
     ORCL163,735+14,331$7,913
MICROSOFT CORP 48,295 +48,295 $7,617
     MSFT48,295+48,295$7,617
BECTON DICKINSON & CO 30,593 +5,439 $7,029
     BDX30,593+5,439$7,029
CERNER CORP 109,737 +2,590 $6,912
     CERN109,737+2,590$6,912
CHECK POINT SOFTWARE TECH LT 67,599 +5,722 $6,796
     CHKP67,599+5,722$6,796
HOME DEPOT INC 35,875 +78 $6,698
     HD35,875+78$6,698
BOOKING HLDGS INC 4,926 +683 $6,627
     BKNG4,926+683$6,627
DISNEY WALT CO 67,117 +19,545 $6,484
     DIS67,117+19,545$6,484
COGNIZANT TECHNOLOGY SOLUTIO 136,495 +21,529 $6,343
     CTSH136,495+21,529$6,343
AMERICAN EXPRESS CO 73,417 +12,397 $6,285
     AXP73,417+12,397$6,285
O REILLY AUTOMOTIVE INC NEW 20,698 +11,856 $6,231
     ORLY20,698+11,856$6,231
GENPACT LIMITED 203,668 +56,699 $5,947
     G203,668+56,699$5,947
BROADRIDGE FINL SOLUTIONS IN 62,687 +12,970 $5,945
     BR62,687+12,970$5,945
S&P GLOBAL INC 24,031 +5,057 $5,889
     SPGI24,031+5,057$5,889
ACCENTURE PLC IRELAND 34,974 +3,150 $5,710
     ACN34,974+3,150$5,710
TRACTOR SUPPLY CO 67,408 +17,170 $5,699
     TSCO67,408+17,170$5,699
ULTA BEAUTY INC 31,155 +11,167 $5,474
     ULTA31,155+11,167$5,474
ARISTA NETWORKS INC 26,483 +2,980 $5,364
     ANET26,483+2,980$5,364
KROGER CO 177,345 -36,490 $5,342
     KR177,345-36,490$5,342
CHARLES RIV LABS INTL INC 41,813 +8,749 $5,277
     CRL41,813+8,749$5,277
HENRY SCHEIN INC 104,337 +13,031 $5,271
     HSIC104,337+13,031$5,271
CBRE GROUP INC 138,140 +37,348 $5,209
     CBRE138,140+37,348$5,209
PEPSICO INC 43,220 -3,121 $5,191
     PEP43,220-3,121$5,191
ICON PLC 37,439 +988 $5,092
     ICLR37,439+988$5,092
HONEYWELL INTL INC 37,562 +3,371 $5,025
     HON37,562+3,371$5,025
ELECTRONIC ARTS INC 49,857 UNCH $4,994
     EA49,857UNCH$4,994
MCDONALDS CORP 30,158 +1,076 $4,987
     MCD30,158+1,076$4,987
FISERV INC 52,490 +11,735 $4,986
     FISV52,490+11,735$4,986
VISA INC 29,171 +3,317 $4,700
     V29,171+3,317$4,700
VERIZON COMMUNICATIONS INC 85,426 -125,675 $4,590
     VZ85,426-125,675$4,590
LOWES COS INC 52,995 +6,954 $4,560
     LOW52,995+6,954$4,560
AMERISOURCEBERGEN CORP 51,325 -4,586 $4,542
     ABC51,325-4,586$4,542
ILLUMINA INC 15,732 +4,921 $4,297
     ILMN15,732+4,921$4,297
STARBUCKS CORP 64,900 +1,142 $4,267
     SBUX64,900+1,142$4,267
HCA HEALTHCARE INC 47,475 +47,475 $4,266
     HCA47,475+47,475$4,266
MASTERCARD INC 17,509 -603 $4,229
     MA17,509-603$4,229
SERVICE CORP INTL 107,893 -5,043 $4,220
     SCI107,893-5,043$4,220
ZOETIS INC 35,674 +9,465 $4,198
     ZTS35,674+9,465$4,198
COLGATE PALMOLIVE CO 62,160 -13,323 $4,125
     CL62,160-13,323$4,125
MARSH & MCLENNAN COS INC 46,795 -147 $4,046
     MMC46,795-147$4,046
SEI INVESTMENTS CO 85,103 +9,560 $3,944
     SEIC85,103+9,560$3,944
METTLER TOLEDO INTERNATIONAL 5,587 +628 $3,858
     MTD5,587+628$3,858
CHURCH & DWIGHT INC 60,000 -6,832 $3,851
     CHD60,000-6,832$3,851
IDEXX LABS INC 15,559 +15,559 $3,769
     IDXX15,559+15,559$3,769
POOL CORPORATION 19,016 +2,147 $3,742
     POOL19,016+2,147$3,742

See Full List: All Stocks Held By Bell Asset Management Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bell Asset Management Ltd

Size ($ in 1000's)
At 03/31/2020: $320,853
At 12/31/2019: $388,761

Bell Asset Management Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bell Asset Management Ltd 13F filings. Link to 13F filings: SEC filings

Bell Asset Management Ltd Top Holdings 13F Filings | www.HoldingsChannel.com

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