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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
KLACKla Corp
Recent Activity
Increased 10.21%
2.98%
$5.825M
9,245 shares@ $630.12 avg price
LRCXLam Research Corp
Recent Activity
New Position
2.9%
$5.674M
78,555 shares@ $72.24 avg price
AVGOBroadcom Inc
Recent Activity
Increased 8.35%
1.37%
$2.668M
11,508 shares@ $231.84 avg price
AFLAflac Inc
Recent Activity
Increased 21.81%
0.71%
$1.374M
13,279 shares@ $103.45 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 23.38%
0.7%
$1.357M
22,915 shares@ $59.2 avg price
NTESNetease Inc
Recent Activity
Increased 0.68%
0.69%
$1.335M
14,965 shares@ $89.22 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.66%
$1.275M
1,244 shares@ $1025.12 avg price
AJGGallagher Arthur J & Co
Recent Activity
Increased 23.43%
0.65%
$1.264M
4,453 shares@ $283.85 avg price
JDJd.com Inc
Recent Activity
Decreased -10.36%
0.63%
$1.229M
35,460 shares@ $34.67 avg price
ABBVAbbvie Inc
Recent Activity
Increased 23.33%
0.62%
$1.209M
6,804 shares@ $177.71 avg price