Bernadett Horvath
@Guinness Atkinson Asset Management Inc
Latest period2024 - Q4ReportedManaged Assets$196.099MTotal holdings85
Assets growth rate-4.6%Assets growth rate (2-Q avg)-1.98%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Guinness Atkinson Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.
Assets under management
The assets under management (AUM) of Guinness Atkinson Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 196.099M in assets, with a quarterly growth rate of -4.6% and a 2-quarter average growth rate of -1.98%. The portfolio is managed by Bernadett Horvath, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TSMTaiwan Semiconductor Mfg Ltd
| 4.9% | $9.608M 48,652 shares@ $197.5 avg price | Decreased -4.16% |
NVDANvidia Corporation
| 4.34% | $8.504M 63,328 shares@ $134.29 avg price | Decreased -7.53% |
MAMastercard Incorporated
| 3.97% | $7.78M 14,774 shares@ $526.57 avg price | Decreased -6.48% |
MSFTMicrosoft Corp
| 3.9% | $7.645M 18,137 shares@ $421.51 avg price | Decreased -3.01% |
AMZNAmazon Com Inc
| 3.87% | $7.575M 34,529 shares@ $219.39 avg price | Decreased -6.95% |
APHAmphenol Corp New
| 3.76% | $7.362M 105,999 shares@ $69.45 avg price | Decreased -7.31% |
VVisa Inc
| 3.71% | $7.258M 22,966 shares@ $316.05 avg price | Decreased -6.49% |
GOOGLAlphabet Inc
| 3.7% | $7.241M 38,254 shares@ $189.3 avg price | Decreased -6.93% |
NFLXNetflix Inc
| 3.6% | $7.054M 7,914 shares@ $891.32 avg price | Decreased -27.79% |
AAPLApple Inc
| 3.57% | $6.997M 27,943 shares@ $250.42 avg price | Decreased -6.49% |