Bernadett Horvath
@Guinness Asset Management Ltd
Latest period2024 - Q4ReportedManaged Assets$5.32BTotal holdings106
Assets growth rate0.74%Assets growth rate (2-Q avg)4.85%Continuous growth in asset value10 quarters
Portfolio positions
This chart displays the top 10 holdings in Guinness Asset Management Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.
Assets under management
The assets under management (AUM) of Guinness Asset Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.32B in assets, with a quarterly growth rate of 0.74% and a 2-quarter average growth rate of 4.85%. The portfolio is managed by Bernadett Horvath, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ONOn Semiconductor Corp
| 0.32% | $16.629M 263,733 shares@ $63.06 avg price | Decreased -27.62% |
FSLRFirst Solar Inc
| 0.31% | $16.134M 91,536 shares@ $176.27 avg price | Decreased -24.25% |
XOMExxon Mobil Corp
| 0.3% | $15.78M 147,299 shares@ $107.13 avg price | Decreased -20.77% |
IBPInstalled Bldg Prods Inc
| 0.27% | $14.111M 80,524 shares@ $175.24 avg price | Decreased -24.19% |
COPConocophillips
| 0.26% | $13.783M 139,674 shares@ $98.68 avg price | Decreased -13.1% |
KMIKinder Morgan Inc Del
| 0.24% | $12.595M 460,034 shares@ $27.38 avg price | Decreased -13.1% |
SUSuncor Energy Inc New
| 0.23% | $11.99M 337,091 shares@ $35.57 avg price | Decreased -13.1% |
VLOValero Energy Corp
| 0.22% | $11.484M 94,227 shares@ $121.88 avg price | Decreased -13.1% |
EOGEog Res Inc
| 0.22% | $11.335M 92,847 shares@ $122.09 avg price | Decreased -13.09% |
ENBEnbridge Inc
| 0.21% | $10.868M 256,654 shares@ $42.35 avg price | Decreased -13.1% |