Bell Asset Management Ltd 13F annual report
By Isabella Wilson
Bell Asset Management Ltd is an investment fund managing more than $608 billion ran by Nick Fels. There are currently 63 companies in Mr. Fels’s portfolio. The largest investments include Microsoft and Alphabet Inc, together worth $74.6 billion.
Limited to 30 biggest holdings
$608 billion Assets Under Management (AUM)
As of 6th November 2023, Bell Asset Management Ltd’s top holding is 130,637 shares of Microsoft currently worth over $41.2 billion and making up 6.8% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Bell Asset Management Ltd owns more than approximately 0.1% of the company.In addition, the fund holds 255,031 shares of Alphabet Inc worth $33.4 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Unitedhealth Inc worth $25.4 billion and the next is Johnson Johnson worth $14.1 billion, with 90,796 shares owned.
Currently, Bell Asset Management Ltd's portfolio is worth at least $608 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bell Asset Management Ltd
The Bell Asset Management Ltd office and employees reside in Melbourne, Australia. According to the last 13-F report filed with the SEC, Nick Fels serves as the Chief Executive Officer at Bell Asset Management Ltd.
