StockDriftsStockDriftsTop 50 Bell Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.44% | 184.2K | $32.1M | +11.98%(+19.71K) | $133.97(+68.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.85% | 62.7K | $23.3M | +19.72%(+10.33K) | $328.65(+23.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.44% | 76.2K | $21.9M | -6.11%(-4.96K) | $89.55(+349.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.88% | 78.7K | $20.0M | +12.74%(+8.89K) | $209.33(+42.78%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.83% | 78.7K | $16.4M | -5.32%(-4.42K) | $180.24(+49.88%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.71% | 40.7K | $12.6M | +23.16%(+7.66K) | $267.16(+56.01%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.56% | 29.5K | $8.7M | +13.44%(+3.50K) | $317.56(-5.45%) | 2026-03-31 | |
| V | VISA INC | 2.29% | 25.8K | $7.8M | +4.49%(+1.11K) | $245.01(+30.73%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.78% | 12.3K | $6.0M | +40.90%(+3.56K) | $533.09(-16.33%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 1.78% | 12.1K | $6.0M | +6.62%(+750) | $404.87(+21.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.35% | +45.65% |
| Top 20 Holdings Unweighted | +9.77% | +32.27% |
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