StockDriftsStockDriftsTop 50 Guinness Atkinson Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 4.41% | 28.5K | $8.8M | +9.16%(+2.39K) | $243.46(+71.20%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.34% | 25.7K | $8.7M | -16.41%(-5.04K) | $114.79(+248.29%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.62% | 75.3K | $7.2M | +38.96%(+21.11K) | $76.43(+14.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.43% | 18.6K | $6.9M | +27.93%(+4.05K) | $211.85(+91.27%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 3.31% | 76.5K | $6.6M | +3.60%(+2.66K) | $91.21(-16.45%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.3% | 52.2K | $6.6M | -6.54%(-3.65K) | $36.42(+242.22%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 3.21% | 18.2K | $6.4M | +31.60%(+4.36K) | $299.80(+5.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.14% | 30.2K | $6.3M | +13.58%(+3.61K) | $118.29(+128.36%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.08% | 35.4K | $6.2M | +1.31%(+456) | $5.58(+3944.04%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3.07% | 39.1K | $6.2M | -4.35%(-1.78K) | $57.80(+167.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.19% | +96.22% |
| Top 20 Holdings Unweighted | +23.94% | +90.40% |
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