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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
SI-BONE Inc
SIBN
$677M
| $420K | ﹤0.01% |
30,204
+3,318
| +12% | +$46.2K |
|
1752
Sweetgreen
SG
$1B
| $420K | ﹤0.01% |
11,798
+740
| +7% | +$26.4K |
|
1753
Radiant Logistics
RLGT
$307M
| $420K | ﹤0.01% |
65,741
-2,390
| -4% | -$15.3K |
|
1754
Macy's
M
$4.54B
| $420K | ﹤0.01% |
26,768
-264,952
| -91% | -$4.15M |
|
1755
Regal Rexnord
RRX
$9.22B
| $418K | ﹤0.01% |
2,517
-11,516
| -82% | -$1.91M |
|
1756
SiteOne Landscape Supply
SITE
$6.23B
| $417K | ﹤0.01% |
2,763
-1,800
| -39% | -$272K |
|
1757
Cushman & Wakefield
CWK
$3.85B
| $416K | ﹤0.01% |
30,372
+8,565
| +39% | +$117K |
|
1758
Intapp
INTA
$3.71B
| $413K | ﹤0.01% |
8,701
-12,175
| -58% | -$578K |
|
1759
O-I Glass
OI
$1.99B
| $411K | ﹤0.01% |
31,149
-65,439
| -68% | -$864K |
|
1760
MGE Energy Inc
MGEE
$3.08B
| $411K | ﹤0.01% |
4,503
+377
| +9% | +$34.4K |
|
1761
Sylvamo
SLVM
$1.75B
| $411K | ﹤0.01% |
4,756
+227
| +5% | +$19.6K |
|
|
CLDT
1762
Chatham Lodging
CLDT
$348M
| $408K | ﹤0.01% |
47,882
+18,504
| +63% | +$158K |
|
1763
Capital City Bank Group
CCBG
$739M
| $407K | ﹤0.01% |
11,527
+1,077
| +10% | +$38K |
|
1764
Hawkins
HWKN
$3.62B
| $407K | ﹤0.01% |
3,209
+378
| +13% | +$47.9K |
|
1765
UFP Industries
UFPI
$5.78B
| $405K | ﹤0.01% |
3,071
-3,494
| -53% | -$460K |
|
1766
Rocket Lab Corporation Common Stock
RKLB
$25.7B
| $404K | ﹤0.01% |
41,557
+9,563
| +30% | +$92.9K |
|
1767
Eastern Bankshares
EBC
$3.46B
| $403K | ﹤0.01% |
24,425
+6,902
| +39% | +$114K |
|
1768
The Bancorp
TBBK
$3.5B
| $403K | ﹤0.01% |
7,444
+76
| +1% | +$4.11K |
|
|
WAY
1769
Waystar Holding Corp
WAY
$6.51B
| $401K | ﹤0.01% |
+14,333
| New | +$401K |
|
1770
United Bankshares
UBSI
$5.3B
| $400K | ﹤0.01% |
10,742
+2,120
| +25% | +$79K |
|
1771
iShares MSCI Netherlands ETF
EWN
$260M
| $399K | ﹤0.01% |
7,848
-3,401
| -30% | -$173K |
|
1772
Timberland Bancorp
TSBK
$288M
| $399K | ﹤0.01% |
13,061
-600
| -4% | -$18.3K |
|
1773
Standard Motor Products
SMP
$889M
| $398K | ﹤0.01% |
+12,093
| New | +$398K |
|
1774
Newmark Group
NMRK
$3.41B
| $398K | ﹤0.01% |
25,578
+708
| +3% | +$11K |
|
1775
Crinetics Pharmaceuticals
CRNX
$3.2B
| $398K | ﹤0.01% |
7,764
-3,184
| -29% | -$163K |
|