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 | |
|---|---|---|---|---|---|---|
|
GOOD
1826
Gladstone Commercial Corp
GOOD
$608M
| $262K | ﹤0.01% |
13,998
+1,644
| +13% | +$30.8K |
|
1827
Avanos Medical
AVNS
$567M
| $261K | ﹤0.01% |
8,896
-3,163
| -26% | -$92.8K |
|
1828
GrafTech
EAF
$261M
| $261K | ﹤0.01% |
3,271
+1,570
| +92% | +$125K |
|
1829
Universal Insurance Holdings
UVE
$719M
| $261K | ﹤0.01% |
14,727
-20,698
| -58% | -$367K |
|
1830
Diodes
DIOD
$2.44B
| $259K | ﹤0.01% |
5,108
-2,678
| -34% | -$136K |
|
1831
Enovis
ENOV
$1.81B
| $259K | ﹤0.01% |
5,392
-1,934
| -26% | -$92.9K |
|
1832
MKS Inc. Common Stock
MKSI
$7.73B
| $259K | ﹤0.01% |
2,291
-15,848
| -87% | -$1.79M |
|
1833
Wendy's
WEN
$1.84B
| $259K | ﹤0.01% |
11,898
-43,362
| -78% | -$944K |
|
|
LHCG
1834
DELISTED
LHC Group LLC
LHCG
| $259K | ﹤0.01% |
1,486
-2,763
| -65% | -$482K |
|
1835
Caleres
CAL
$503M
| $258K | ﹤0.01% |
30,983
-9,723
| -24% | -$81K |
|
1836
Green Dot
GDOT
$751M
| $257K | ﹤0.01% |
5,235
-2,800
| -35% | -$137K |
|
1837
Murphy USA
MUSA
$7.53B
| $257K | ﹤0.01% |
2,282
-605
| -21% | -$68.1K |
|
1838
Enviri
NVRI
$983M
| $257K | ﹤0.01% |
18,998
-6,904
| -27% | -$93.4K |
|
|
PS
1839
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $256K | ﹤0.01% |
+14,171
| New | +$256K |
|
1840
Omnicell
OMCL
$1.46B
| $255K | ﹤0.01% |
+3,605
| New | +$255K |
|
1841
DiamondRock Hospitality
DRH
$1.71B
| $254K | ﹤0.01% |
45,995
-185,780
| -80% | -$1.03M |
|
1842
Theravance Biopharma
TBPH
$720M
| $254K | ﹤0.01% |
12,130
-774
| -6% | -$16.2K |
|
1843
Travere Therapeutics
TVTX
$2.09B
| $254K | ﹤0.01% |
12,453
-2,131
| -15% | -$43.5K |
|
1844
Hain Celestial
HAIN
$194M
| $253K | ﹤0.01% |
8,025
-9,844
| -55% | -$310K |
|
1845
Tactile Systems Technology
TCMD
$301M
| $253K | ﹤0.01% |
6,096
-601
| -9% | -$24.9K |
|
1846
8x8 Inc
EGHT
$286M
| $251K | ﹤0.01% |
15,685
-9,191
| -37% | -$147K |
|
1847
Webster Financial
WBS
$10.2B
| $251K | ﹤0.01% |
8,779
-6,683
| -43% | -$191K |
|
|
PDCE
1848
DELISTED
PDC Energy, Inc.
PDCE
| $251K | ﹤0.01% |
+20,183
| New | +$251K |
|
|
GOOS
1849
Canada Goose Holdings
GOOS
$1.36B
| $250K | ﹤0.01% |
10,774
-3,573
| -25% | -$82.9K |
|
1850
Cleveland-Cliffs
CLF
$5.78B
| $249K | ﹤0.01% |
44,945
-34,695
| -44% | -$192K |
|