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
|
+$1.32B |
| 2 |
Apple
AAPL
|
+$1.31B |
| 3 |
Amazon
AMZN
|
+$492M |
| 4 |
UnitedHealth
UNH
|
+$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
+$45.3M |
| 5 |
Arch Capital
ACGL
|
+$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSJO
1851
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| – | – |
0
| – | -$486K |
|
1852
Chegg
CHGG
$173M
| $497K | ﹤0.01% |
19,651
+1,828
| +10% | +$46.2K |
|
|
B
1853
DELISTED
Barnes Group Inc.
B
| $496K | ﹤0.01% |
12,212
+1,473
| +14% | +$59.9K |
|
1854
LGI Homes
LGIH
$1.45B
| $496K | ﹤0.01% |
5,375
+1,291
| +32% | +$119K |
|
|
UNIT
1855
Uniti Group
UNIT
$1.75B
| $496K | ﹤0.01% |
90,205
+44,923
| +99% | +$247K |
|
1856
Trupanion
TRUP
$1.87B
| $491K | ﹤0.01% |
10,435
+2,991
| +40% | +$141K |
|
1857
Century Communities
CCS
$2.06B
| $490K | ﹤0.01% |
9,765
+4,326
| +80% | +$217K |
|
1858
StoneCo
STNE
$4.85B
| $488K | ﹤0.01% |
51,900
+11,121
| +27% | +$105K |
|
1859
ESCO Technologies
ESE
$5.43B
| $488K | ﹤0.01% |
5,589
+686
| +14% | +$59.9K |
|
1860
Park National Corp
PRK
$2.75B
| $487K | ﹤0.01% |
3,446
+704
| +26% | +$99.6K |
|
1861
Jack in the Box
JACK
$342M
| $486K | ﹤0.01% |
7,181
+2,900
| +68% | +$196K |
|
1862
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| – | – |
0
| – | -$1.02M |
|
1863
MYR Group
MYRG
$2.78B
| $482K | ﹤0.01% |
5,231
+708
| +16% | +$65.3K |
|
1864
Glaukos
GKOS
$5.02B
| $481K | ﹤0.01% |
11,257
+2,198
| +24% | +$93.9K |
|
|
NARI
1865
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $480K | ﹤0.01% |
7,698
-8,941
| -54% | -$558K |
|
|
EVRI
1866
DELISTED
Everi Holdings
EVRI
| $479K | ﹤0.01% |
33,648
-7,391
| -18% | -$105K |
|
1867
Emcor
EME
$28.6B
| $479K | ﹤0.01% |
+3,238
| New | +$479K |
|
1868
Owens & Minor
OMI
$423M
| $479K | ﹤0.01% |
+24,868
| New | +$479K |
|
1869
PROG Holdings
PRG
$1.44B
| $478K | ﹤0.01% |
+28,257
| New | +$478K |
|
1870
Tri Pointe Homes
TPH
$3.18B
| $475K | ﹤0.01% |
25,449
+6,158
| +32% | +$115K |
|
1871
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $473K | ﹤0.01% |
+10,206
| New | +$473K |
|
|
HTO
1872
H2O America Common Stock
HTO
$1.76B
| $473K | ﹤0.01% |
+5,772
| New | +$473K |
|
1873
Portland General Electric
POR
$4.65B
| $472K | ﹤0.01% |
9,627
-49,919
| -84% | -$2.45M |
|
1874
Saia
SAIA
$8.41B
| $468K | ﹤0.01% |
+2,226
| New | +$468K |
|
1875
Carter's
CRI
$1.1B
| $467K | ﹤0.01% |
+6,260
| New | +$467K |
|