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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
ABBVAbbvie Inc
Recent Activity
Increased 23.33%
0.62%
$1.209M
6,804 shares@ $177.71 avg price
PAYXPaychex Inc
Recent Activity
Increased 23.35%
0.61%
$1.184M
8,447 shares@ $140.22 avg price
EMREmerson Elec Co
Recent Activity
Increased 23.28%
0.61%
$1.178M
9,502 shares@ $123.94 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 23.32%
0.58%
$1.133M
4,470 shares@ $253.56 avg price
CMECme Group Inc
Recent Activity
Increased 23.17%
0.58%
$1.124M
4,838 shares@ $232.24 avg price
PGProcter And Gamble Co
Recent Activity
Increased 23.31%
0.55%
$1.072M
6,396 shares@ $167.65 avg price
JNJJohnson & Johnson
Recent Activity
Increased 23.21%
0.54%
$1.058M
7,316 shares@ $144.63 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 23.39%
0.53%
$1.036M
11,182 shares@ $92.61 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 23.42%
0.52%
$1.002M
5,345 shares@ $187.52 avg price
KOCoca Cola Co
Recent Activity
Increased 23.37%
0.5%
$965,902
15,514 shares@ $62.27 avg price