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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ENPHEnphase Energy Inc
Recent Activity
Decreased -21.29%
0.14%
$7.402M
107,739 shares@ $68.71 avg price
DVNDevon Energy Corp New
Recent Activity
Decreased -13.1%
0.14%
$7.309M
224,541 shares@ $32.56 avg price
HLXHelix Energy Solutions Grp I
Recent Activity
Decreased -13.07%
0.06%
$2.787M
300,241 shares@ $9.29 avg price
SEDGSolaredge Technologies Inc
Recent Activity
Decreased -24.01%
0.02%
$1.033M
75,973 shares@ $13.6 avg price
TERTeradyne Inc
Recent Activity
Decreased -2.03%
0.02%
$568,760
4,516 shares@ $125.95 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -13.45%
0.02%
$563,679
7,614 shares@ $74.04 avg price
ADUSAddus Homecare Corp
Recent Activity
Decreased -3.6%
0.02%
$563,620
4,495 shares@ $125.39 avg price
AAgilent Technologies Inc
Recent Activity
Decreased -0.07%
0.01%
$522,423
3,889 shares@ $134.34 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -5.75%
0.01%
$521,964
1,737 shares@ $300.5 avg price
TPICTpi Composites Inc
Recent Activity
Decreased -24.19%
0.01%
$515,150
272,779 shares@ $1.89 avg price