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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Amphastar Pharmaceuticals
AMPH
$1.32B
| $330K | ﹤0.01% |
+7,163
| New | +$330K |
|
1702
Bausch Health
BHC
$2.64B
| $330K | ﹤0.01% |
+39,832
| New | +$330K |
|
1703
SunCoke Energy
SXC
$656M
| $329K | ﹤0.01% |
32,180
-9,831
| -23% | -$101K |
|
1704
Douglas Dynamics
PLOW
$751M
| $328K | ﹤0.01% |
+10,929
| New | +$328K |
|
1705
Liberty Live Group Series A
LLYVA
$8.99B
| $327K | ﹤0.01% |
+10,157
| New | +$327K |
|
1706
Replimune Group
REPL
$468M
| $325K | ﹤0.01% |
19,718
+6,144
| +45% | +$101K |
|
1707
Vita Coco
COCO
$2.19B
| $324K | ﹤0.01% |
12,459
-3,371
| -21% | -$87.8K |
|
1708
Upbound Group
UPBD
$1.46B
| $324K | ﹤0.01% |
10,991
+3,671
| +50% | +$108K |
|
1709
NMI Holdings
NMIH
$3.07B
| $323K | ﹤0.01% |
11,765
+565
| +5% | +$15.5K |
|
1710
Abercrombie & Fitch
ANF
$4.44B
| $322K | ﹤0.01% |
5,715
-1,364
| -19% | -$76.8K |
|
1711
Meritage Homes
MTH
$5.77B
| $321K | ﹤0.01% |
5,250
-24,308
| -82% | -$1.49M |
|
1712
Monro
MNRO
$507M
| $320K | ﹤0.01% |
+11,570
| New | +$320K |
|
1713
Radiant Logistics
RLGT
$301M
| $319K | ﹤0.01% |
55,822
+7,400
| +15% | +$42.3K |
|
1714
Tiptree Inc
TIPT
$882M
| $319K | ﹤0.01% |
18,927
+1,595
| +9% | +$26.8K |
|
1715
Safety Insurance
SAFT
$1.09B
| $319K | ﹤0.01% |
4,665
-12,596
| -73% | -$860K |
|
1716
TD Synnex
SNX
$12.5B
| $316K | ﹤0.01% |
3,165
-29,680
| -90% | -$2.96M |
|
1717
Investar Holding Corp
ISTR
$225M
| $316K | ﹤0.01% |
29,512
| – | – |
|
1718
Old National Bancorp
ONB
$8.81B
| $315K | ﹤0.01% |
21,660
+2,331
| +12% | +$33.9K |
|
1719
Coeur Mining
CDE
$9.88B
| $314K | ﹤0.01% |
142,772
+89,435
| +168% | +$197K |
|
1720
Allient
ALNT
$774M
| $314K | ﹤0.01% |
10,182
+3,775
| +59% | +$116K |
|
1721
PC Connection
CNXN
$1.6B
| $314K | ﹤0.01% |
5,869
-70
| -1% | -$3.75K |
|
1722
Brookfield Infrastructure
BIPC
$4.78B
| $313K | ﹤0.01% |
8,697
-2,479
| -22% | -$89.3K |
|
1723
Aaon
AAON
$6.93B
| $313K | ﹤0.01% |
5,502
+253
| +5% | +$14.4K |
|
1724
Coherus Oncology, Inc. Common Stock
CHRS
$152M
| $313K | ﹤0.01% |
83,329
+39,669
| +91% | +$149K |
|
|
SCPL
1725
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $312K | ﹤0.01% |
13,698
-12,473
| -48% | -$284K |
|