HSBC Holdings Portfolio holdings
HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.
Top Buys
| 1 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Vanguard Large-Cap ETF
VV
$45.3B
| $455K | ﹤0.01% |
+3,183
| New | +$455K |
|
1552
Enova International
ENVA
$2.88B
| $454K | ﹤0.01% |
30,546
-9,058
| -23% | -$135K |
|
1553
Primis Financial Corp
FRST
$269M
| $452K | ﹤0.01% |
46,632
+2,812
| +6% | +$27.3K |
|
1554
Genesco
GCO
$358M
| $452K | ﹤0.01% |
20,891
+558
| +3% | +$12.1K |
|
1555
Navient
NAVI
$1.28B
| $452K | ﹤0.01% |
64,282
-19,628
| -23% | -$138K |
|
1556
Zscaler
ZS
$44.8B
| $452K | ﹤0.01% |
4,131
-3,805
| -48% | -$416K |
|
1557
Manhattan Associates
MANH
$13.1B
| $451K | ﹤0.01% |
+4,786
| New | +$451K |
|
1558
Caesars Entertainment
CZR
$5.22B
| $449K | ﹤0.01% |
11,200
-3,128
| -22% | -$125K |
|
1559
ICF International
ICFI
$1.83B
| $449K | ﹤0.01% |
6,933
-3,599
| -34% | -$233K |
|
1560
Exelixis
EXEL
$10.5B
| $448K | ﹤0.01% |
18,868
-20,491
| -52% | -$487K |
|
1561
Regis Corp
RGS
$70.8M
| $448K | ﹤0.01% |
2,740
-333
| -11% | -$54.4K |
|
1562
Summit Therapeutics
SMMT
$14.1B
| $448K | ﹤0.01% |
150,975
-40,508
| -21% | -$120K |
|
1563
Grand Canyon Education
LOPE
$5.89B
| $447K | ﹤0.01% |
4,939
+1,836
| +59% | +$166K |
|
1564
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $447K | ﹤0.01% |
17,750
| – | – |
|
1565
First Horizon
FHN
$11.4B
| $444K | ﹤0.01% |
44,617
+24,274
| +119% | +$242K |
|
1566
Schrodinger
SDGR
$1.37B
| $444K | ﹤0.01% |
+4,853
| New | +$444K |
|
|
GBT
1567
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $444K | ﹤0.01% |
7,034
-52,789
| -88% | -$3.33M |
|
|
GAN
1568
DELISTED
GAN Ltd
GAN
| $443K | ﹤0.01% |
+17,422
| New | +$443K |
|
1569
DigitalBridge
DBRG
$2.2B
| $442K | ﹤0.01% |
45,974
+3,935
| +9% | +$37.8K |
|
1570
Anywhere Real Estate
HOUS
$800M
| $442K | ﹤0.01% |
59,586
-12,697
| -18% | -$94.2K |
|
1571
Workiva
WK
$4.34B
| $442K | ﹤0.01% |
8,267
-3,318
| -29% | -$177K |
|
1572
Herc Holdings
HRI
$4.2B
| $441K | ﹤0.01% |
14,335
-11,817
| -45% | -$364K |
|
1573
Ambarella
AMBA
$3.43B
| $440K | ﹤0.01% |
9,602
+2,206
| +30% | +$101K |
|
1574
Vanguard High Dividend Yield ETF
VYM
$65B
| $440K | ﹤0.01% |
+5,582
| New | +$440K |
|
1575
Addus HomeCare
ADUS
$2.03B
| $439K | ﹤0.01% |
4,745
-1,216
| -20% | -$113K |
|