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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -6.49%
3.57%
$6.997M
27,943 shares@ $250.42 avg price
CRMSalesforce Inc
Recent Activity
Decreased -22.46%
3.52%
$6.894M
20,619 shares@ $334.33 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -19.99%
3.5%
$6.844M
11,689 shares@ $585.51 avg price
INTUIntuit
Recent Activity
Decreased -6.48%
3.49%
$6.825M
10,859 shares@ $628.51 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -6.49%
3.38%
$6.628M
44,480 shares@ $149.02 avg price
AMATApplied Matls Inc
Recent Activity
Increased 8.16%
3.19%
$6.239M
38,365 shares@ $162.64 avg price
DHRDanaher Corporation
Recent Activity
Increased 4.87%
3.12%
$6.109M
26,611 shares@ $229.55 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 3.86%
3.11%
$6.083M
11,692 shares@ $520.23 avg price
ADBEAdobe Inc
Recent Activity
Increased 8.29%
3.09%
$6.056M
13,619 shares@ $444.69 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -6.48%
3.04%
$5.96M
11,465 shares@ $519.85 avg price