GUINNESS ATKINSON ASSET MANAGEMENT INC
GUINNESS ATKINSON ASSET MANAGEMENT INC runs GUINNESS ATKINSON ASSET MANAGEMENT INC and currently holds 107 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $223.05M. Their top holdings are TSM, AVGO, AMAT, KLAC, LRCX. The top five represent 23.3% of reported portfolio weight. GUINNESS ATKINSON ASSET MANAGEMENT INC ranks #461 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GUINNESS ATKINSON ASSET MANAGEMENT INC initiated 3 new positions. They added to 7 existing positions. They trimmed 69 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
107 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MANUFAC | 5.51% | $117.04 | $418.87 | +257.89% | Added +0.14% |
AVGO BROADCOM INC | 4.78% | $255.12 | $368.45 | +44.42% | Trimmed -0.96% |
AMAT APPLIED MATLS INC | 4.55% | $34.25 | $492.32 | +1,337.43% | Trimmed -20.82% |
KLAC KLA CORP | 4.46% | $15.72 | $183.99 | +1,070.42% | Added +698.38% |
LRCX LAM RESEARCH CORP | 3.98% | $72.23 | $314.00 | +334.72% | Trimmed -21.24% |
APH AMPHENOL CORP | 3.95% | $37.47 | $157.00 | +319.00% | Trimmed -4.27% |
AMD ADVANCED MICRO DEVICES INC | 3.69% | $580.91 | $473.25 | -18.53% | New Buy |
GOOGL ALPHABET INC | 3.22% | $40.62 | $344.82 | +748.89% | Trimmed -2.09% |
AMZN AMAZON COM INC | 3.16% | $119.72 | $258.63 | +116.03% | Trimmed -2.09% |
NVDA NVIDIA CORPORATION | 3.11% | $5.12 | $214.76 | +4,094.53% | Trimmed -1.98% |
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