FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,873.290.15%
RUT2,785.43-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001409661

Guinness Asset Management LTD

LONDON, X0 · File #028-12636

Latest AUM
$6.16B
Positions
146
Top-10 Concentration
44.3%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEBROADCOM INCAVGO-146,990-$51.2M+$20.8M
ADDTEXAS INSTRS INC882508104+221,322+$38.8M-$8.1M
REDUCECISCO SYS INCCSCO-496,643-$38.5M+$34.8M
ADDNETFLIX INCNFLX+382,658+$36.0M-$47.3M
REDUCEALPHABET INCGOOG-61,503-$19.3M+$16.0M
ADDOTIS WORLDWIDE CORPOTIS+206,786+$18.2M-$6.4M
REDUCENVIDIA CORPORATIONNVDA-88,876-$16.6M+$1.9M
ADDADOBE INCADBE+47,099+$16.6M-$629,593
ADDSALESFORCE INCCRM+52,277+$13.9M+$3.2M
REDUCELAM RESEARCH CORPLRCX-73,997-$12.8M+$17.6M

Sector Allocation

Technology
24.1%$1.49B
Healthcare
14.2%$872.6M
Financials
14.0%$863.7M
Industrials
11.9%$732.1M
Consumer Staples
7.1%$437.6M
Energy
1.6%$101.4M
Utilities
0.2%$12.3M
Materials
0.0%$34,055
Real Estate
0.0%$458,158

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BROADCOM INCAVGO867,952$302.4M5.10%
2JOHNSON & JOHNSONJNJ1,340,786$277.4M4.67%
3CME GROUP INCCME990,979$275.3M4.64%
4MEDTRONIC PLCMDT2,857,234$274.0M4.62%
5ABBVIE INCABBV1,173,180$270.0M4.55%
6MICROSOFT CORPMSFT535,489$260.1M4.38%
7AFLAC INCAFL2,301,154$252.4M4.25%
8EMERSON ELEC COEMR1,849,248$249.3M4.20%
9CISCO SYS INCCSCO3,061,401$237.3M4.00%
10BLACKROCK INCBLK210,823$228.8M3.85%
11PEPSICO INCPEP1,536,967$221.0M3.72%
12COCA COLA COKO3,097,398$216.6M3.65%
13TEXAS INSTRS INC8825081041,233,085$216.0M3.64%
14GALLAGHER ARTHUR J & CO363576109805,533$211.5M3.56%
15PROCTER AND GAMBLE CO7427181091,459,500$210.4M3.55%
16ILLINOIS TOOL WKS INC452308109812,866$204.4M3.44%
17EATON CORP PLCETN635,862$203.7M3.43%
18MONDELEZ INTL INC6092071053,694,732$203.3M3.43%
19PAYCHEX INCPAYX1,727,194$196.3M3.31%
20OTIS WORLDWIDE CORPOTIS2,118,941$186.3M3.14%