GUINNESS ASSET MANAGEMENT LTD

PrivateCIK: 1409661
143
Positions
$5.80B
Total AUM (reported)
41.49M
Total Shares

Allocation by class

TOTAL AUM$5.80B143 positions
COM$4.66B80.4%
SHS$473.13M8.2%
CL A$357.82M6.2%
COM NEW$108.63M1.9%
SPONSORED ADS$82.14M1.4%
COM CL A$45.86M0.8%
CAP STK CL A$44.47M0.8%

Portfolio Concentration

Top 313.1%4–1027.7%11–2539.3%Rest19.9%TOP 1040.8%0%100%
Top 3$760.38M13.1%
4–10$1.61B27.7%
11–25$2.28B39.3%
Rest$1.15B19.9%

Top 3 weight

13.1%

Top 10 weight

40.8%

Voting Authority Distribution

Total shares with voting rights: 41.49M

Sole

Full voting authority

41.49M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:

JOHNSON & JOHNSON

SOLE
COM
Shares1.09M
TypeSH
Market value$266.41M
4.59%
Sole
1.09M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares827K
TypeSH
Market value$255.24M
4.40%
Sole
827K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares1.10M
TypeSH
Market value$238.74M
4.12%
Sole
1.10M
Shared
0.00
None
0.00

AFLAC INC

SOLE
COM
Shares2.16M
TypeSH
Market value$236.29M
4.08%
Sole
2.16M
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares801.17K
TypeSH
Market value$236.01M
4.07%
Sole
801.17K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares2.72M
TypeSH
Market value$234.78M
4.05%
Sole
2.72M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares614.52K
TypeSH
Market value$226.78M
3.91%
Sole
614.52K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares1.74M
TypeSH
Market value$226.71M
3.91%
Sole
1.74M
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares1.16M
TypeSH
Market value$224.16M
3.87%
Sole
1.16M
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares1.44M
TypeSH
Market value$223.32M
3.85%
Sole
1.44M
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares2.87M
TypeSH
Market value$222.22M
3.83%
Sole
2.87M
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares2.91M
TypeSH
Market value$220.45M
3.80%
Sole
2.91M
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares599.91K
TypeSH
Market value$213.88M
3.69%
Sole
599.91K
Shared
0.00
None
0.00

MONDELEZ INTL INC

SOLE
CL A
Shares3.47M
TypeSH
Market value$199.78M
3.45%
Sole
3.47M
Shared
0.00
None
0.00

ILLINOIS TOOL WKS INC

SOLE
COM
Shares763.11K
TypeSH
Market value$197.98M
3.41%
Sole
763.11K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares1.37M
TypeSH
Market value$197.32M
3.40%
Sole
1.37M
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares901.90K
TypeSH
Market value$194.82M
3.36%
Sole
901.90K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares197.96K
TypeSH
Market value$189.81M
3.27%
Sole
197.96K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares1.97M
TypeSH
Market value$180.92M
3.12%
Sole
1.97M
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares2.35M
TypeSH
Market value$180.78M
3.12%
Sole
2.35M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares219.25K
TypeSH
Market value$73.38M
1.27%
Sole
219.25K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares567.25K
TypeSH
Market value$54.54M
0.94%
Sole
567.25K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares427.40K
TypeSH
Market value$54.00M
0.93%
Sole
427.40K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares137.73K
TypeSH
Market value$48.74M
0.84%
Sole
137.73K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares311.17K
TypeSH
Market value$48.31M
0.83%
Sole
311.17K
Shared
0.00
None
0.00
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