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 |
NetEase
NTES
|
+$442M |
| 2 |
TSMC
TSM
|
+$265M |
| 3 |
FDC
First Data Corporation
FDC
|
+$218M |
| 4 |
Zillow
Z
|
+$183M |
| 5 |
Alibaba
BABA
|
+$177M |
Top Sells
| 1 |
Apple
AAPL
|
+$504M |
| 2 |
Linde
LIN
|
+$389M |
| 3 |
Energy Transfer Partners
ET
|
+$268M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
+$261M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$222M |
Sector Composition
| 1 | Consumer Discretionary | 19.54% |
| 2 | Technology | 13.74% |
| 3 | Financials | 10.89% |
| 4 | Communication Services | 10.41% |
| 5 | Healthcare | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
First Horizon
FHN
$11.4B
| $284K | ﹤0.01% |
20,343
-11,133
| -35% | -$155K |
|
|
PRFT
1852
DELISTED
Perficient Inc
PRFT
| $284K | ﹤0.01% |
+10,399
| New | +$284K |
|
|
EXPR
1853
DELISTED
Express, Inc.
EXPR
| $284K | ﹤0.01% |
3,318
+162
| +5% | +$13.9K |
|
|
MGP
1854
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $284K | ﹤0.01% |
+8,801
| New | +$284K |
|
1855
FirstService
FSV
$9.31B
| $283K | ﹤0.01% |
+3,167
| New | +$283K |
|
1856
Rio Tinto
RIO
$101B
| $283K | ﹤0.01% |
4,828
-74,915
| -94% | -$4.39M |
|
|
VRE
1857
Veris Residential
VRE
$1.49B
| $283K | ﹤0.01% |
12,756
-1,694
| -12% | -$37.6K |
|
1858
Stoneridge
SRI
$228M
| $282K | ﹤0.01% |
+9,752
| New | +$282K |
|
|
SYNH
1859
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $282K | ﹤0.01% |
5,430
-1,842
| -25% | -$95.7K |
|
1860
Primoris Services
PRIM
$6.59B
| $281K | ﹤0.01% |
13,588
+3,115
| +30% | +$64.4K |
|
|
GWR
1861
DELISTED
Genesee & Wyoming Inc.
GWR
| $281K | ﹤0.01% |
3,224
-100,616
| -97% | -$8.77M |
|
1862
Blackstone Mortgage Trust
BXMT
$3.35B
| $279K | ﹤0.01% |
+8,067
| New | +$279K |
|
1863
National Presto Industries
NPK
$802M
| $279K | ﹤0.01% |
2,569
| – | – |
|
1864
Methode Electronics
MEI
$287M
| $278K | ﹤0.01% |
+9,683
| New | +$278K |
|
1865
Insulet
PODD
$24.1B
| $278K | ﹤0.01% |
+2,923
| New | +$278K |
|
1866
SpartanNash
SPTN
$897M
| $277K | ﹤0.01% |
17,433
+1,590
| +10% | +$25.3K |
|
|
ARI
1867
Apollo Commercial Real Estate
ARI
$1.51B
| $276K | ﹤0.01% |
+15,142
| New | +$276K |
|
1868
Builders FirstSource
BLDR
$15.8B
| $276K | ﹤0.01% |
20,662
+5,104
| +33% | +$68.2K |
|
1869
Titan International
TWI
$552M
| $276K | ﹤0.01% |
46,341
+2,259
| +5% | +$13.5K |
|
1870
Dycom Industries
DY
$7.47B
| $275K | ﹤0.01% |
5,991
-771
| -11% | -$35.4K |
|
1871
Cadence Bank
CADE
$7.02B
| $274K | ﹤0.01% |
9,725
-23,910
| -71% | -$674K |
|
1872
Kelly Services Class A
KELYA
$481M
| $274K | ﹤0.01% |
12,437
+1,419
| +13% | +$31.3K |
|
1873
WIX.com
WIX
$9.56B
| $274K | ﹤0.01% |
+2,271
| New | +$274K |
|
1874
Wabash National
WNC
$457M
| $274K | ﹤0.01% |
20,228
+2,479
| +14% | +$33.6K |
|
1875
James River Group
JRVR
$244M
| $271K | ﹤0.01% |
6,760
+1,036
| +18% | +$41.5K |
|