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 |
Amazon
AMZN
|
+$711M |
| 2 |
Apple
AAPL
|
+$207M |
| 3 |
Blackrock
BLK
|
+$133M |
| 4 |
Microsoft
MSFT
|
+$107M |
| 5 |
Zscaler
ZS
|
+$96M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.66B |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$235M |
| 3 |
Pinduoduo
PDD
|
+$132M |
| 4 |
Tesla
TSLA
|
+$110M |
| 5 |
Tencent Music
TME
|
+$106M |
Sector Composition
| 1 | Consumer Discretionary | 23.16% |
| 2 | Technology | 21.09% |
| 3 | Healthcare | 10.16% |
| 4 | Financials | 10.09% |
| 5 | Communication Services | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EBSB
1851
DELISTED
Meridian Bancorp, Inc.
EBSB
| $296K | ﹤0.01% |
28,470
-2,233
| -7% | -$23.2K |
|
|
PDLI
1852
DELISTED
PDL BioPharma, Inc.
PDLI
| $296K | ﹤0.01% |
93,256
-5,378
| -5% | -$17.1K |
|
1853
Clearfield
CLFD
$456M
| $294K | ﹤0.01% |
14,588
| – | – |
|
1854
RLJ Lodging Trust
RLJ
$1.14B
| $294K | ﹤0.01% |
33,440
-22,221
| -40% | -$195K |
|
1855
MYR Group
MYRG
$2.7B
| $292K | ﹤0.01% |
+7,765
| New | +$292K |
|
1856
Standard Motor Products
SMP
$894M
| $291K | ﹤0.01% |
6,469
-1,766
| -21% | -$79.4K |
|
1857
VanEck Vietnam ETF
VNM
$600M
| $291K | ﹤0.01% |
19,622
+3,712
| +23% | +$55.1K |
|
1858
Innoviva
INVA
$1.23B
| $289K | ﹤0.01% |
27,033
-1,642
| -6% | -$17.6K |
|
1859
SpartanNash
SPTN
$890M
| $289K | ﹤0.01% |
17,829
-14,937
| -46% | -$242K |
|
1860
Trinity Industries
TRN
$2.29B
| $289K | ﹤0.01% |
14,660
-7,068
| -33% | -$139K |
|
1861
Newmark Group
NMRK
$3.39B
| $288K | ﹤0.01% |
66,879
-7,739
| -10% | -$33.3K |
|
1862
Adtran
ADTN
$836M
| $287K | ﹤0.01% |
27,640
-8,651
| -24% | -$89.8K |
|
1863
Essential Properties Realty Trust
EPRT
$5.93B
| $287K | ﹤0.01% |
15,646
+4,269
| +38% | +$78.3K |
|
1864
HealthEquity
HQY
$8.01B
| $287K | ﹤0.01% |
5,614
+857
| +18% | +$43.8K |
|
1865
The Joint Corp
JYNT
$153M
| $286K | ﹤0.01% |
16,310
+1,966
| +14% | +$34.5K |
|
1866
ARK Innovation ETF
ARKK
$7.51B
| $285K | ﹤0.01% |
+3,100
| New | +$285K |
|
1867
Daktronics
DAKT
$1.17B
| $285K | ﹤0.01% |
71,699
| – | – |
|
1868
Marriott Vacations Worldwide
VAC
$2.66B
| $285K | ﹤0.01% |
3,068
-572
| -16% | -$53.1K |
|
1869
Elastic
ESTC
$9.38B
| $283K | ﹤0.01% |
2,614
+127
| +5% | +$13.7K |
|
1870
Karyopharm Therapeutics
KPTI
$54.3M
| $283K | ﹤0.01% |
1,280
+34
| +3% | +$7.52K |
|
1871
Ingles Markets
IMKTA
$1.31B
| $282K | ﹤0.01% |
7,424
-2,721
| -27% | -$103K |
|
1872
OneSpaWorld
OSW
$2.25B
| $282K | ﹤0.01% |
44,006
-2,140
| -5% | -$13.7K |
|
1873
ACNB Corp
ACNB
$469M
| $281K | ﹤0.01% |
13,202
-18
| -0.1% | -$383 |
|
1874
Alarm.com
ALRM
$2.77B
| $281K | ﹤0.01% |
+5,009
| New | +$281K |
|
1875
NatWest
NWG
$59.2B
| $281K | ﹤0.01% |
97,013
-29,097
| -23% | -$84.3K |
|