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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESSA
1851
DELISTED
ESSA Bancorp
ESSA
| $237K | ﹤0.01% |
15,635
+8
| +0.1% | +$121 |
|
|
LGF.B
1852
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $234K | ﹤0.01% |
+29,457
| New | +$234K |
|
1853
Victory Capital Holdings
VCTR
$4.78B
| $233K | ﹤0.01% |
6,952
-5,804
| -46% | -$195K |
|
1854
Morningstar
MORN
$10.8B
| $233K | ﹤0.01% |
995
-2,843
| -74% | -$666K |
|
1855
Crane Co
CR
$10.7B
| $233K | ﹤0.01% |
2,623
-6,007
| -70% | -$534K |
|
|
EVRI
1856
DELISTED
Everi Holdings
EVRI
| $233K | ﹤0.01% |
17,523
-12,315
| -41% | -$164K |
|
1857
CNB Financial Corp
CCNE
$767M
| $232K | ﹤0.01% |
12,916
+10
| +0.1% | +$180 |
|
1858
SouthState Bank Corporation
SSB
$10.4B
| $232K | ﹤0.01% |
+3,449
| New | +$232K |
|
1859
Beyond Meat
BYND
$198M
| $231K | ﹤0.01% |
24,150
+12,736
| +112% | +$122K |
|
1860
Columbus McKinnon
CMCO
$424M
| $231K | ﹤0.01% |
6,617
-941
| -12% | -$32.8K |
|
|
AMK
1861
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $231K | ﹤0.01% |
+9,166
| New | +$231K |
|
1862
Silicon Laboratories
SLAB
$4.42B
| $229K | ﹤0.01% |
1,979
-4,552
| -70% | -$528K |
|
1863
Methode Electronics
MEI
$298M
| $229K | ﹤0.01% |
+10,036
| New | +$229K |
|
1864
Citi Trends
CTRN
$291M
| $229K | ﹤0.01% |
+10,251
| New | +$229K |
|
1865
OceanFirst Financial
OCFC
$1.04B
| $228K | ﹤0.01% |
15,786
-32,559
| -67% | -$471K |
|
1866
WisdomTree
WT
$2.06B
| $227K | ﹤0.01% |
32,296
-5,978
| -16% | -$42K |
|
1867
Stoneridge
SRI
$230M
| $227K | ﹤0.01% |
+11,447
| New | +$227K |
|
1868
Coherent
COHR
$16.3B
| $225K | ﹤0.01% |
+6,879
| New | +$225K |
|
1869
Vanguard Small-Cap ETF
VB
$67.7B
| $225K | ﹤0.01% |
1,189
-65
| -5% | -$12.3K |
|
1870
Spectral AI
MDAI
$52.4M
| $224K | ﹤0.01% |
+81,285
| New | +$224K |
|
1871
FTI Consulting
FCN
$5.33B
| $223K | ﹤0.01% |
1,251
-13,825
| -92% | -$2.47M |
|
1872
Icon
ICLR
$13.2B
| $223K | ﹤0.01% |
906
-195
| -18% | -$48K |
|
1873
MidWestOne Financial Group
MOFG
$611M
| $223K | ﹤0.01% |
10,881
-2,278
| -17% | -$46.7K |
|
1874
Werner Enterprises
WERN
$1.7B
| $223K | ﹤0.01% |
5,717
-2,466
| -30% | -$96.2K |
|
|
SWAV
1875
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $223K | ﹤0.01% |
1,119
+362
| +48% | +$72.1K |
|