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 | |
|---|---|---|---|---|---|---|
|
WDR
1876
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $271K | ﹤0.01% |
15,686
+3,450
| +28% | +$59.6K |
|
1877
Myriad Genetics
MYGN
$674M
| $270K | ﹤0.01% |
+8,124
| New | +$270K |
|
1878
Louisiana-Pacific
LPX
$6.68B
| $269K | ﹤0.01% |
11,038
-177,396
| -94% | -$4.32M |
|
1879
ScottsMiracle-Gro
SMG
$3.51B
| $269K | ﹤0.01% |
3,420
-1,526
| -31% | -$120K |
|
1880
Heron Therapeutics
HRTX
$193M
| $268K | ﹤0.01% |
+10,956
| New | +$268K |
|
1881
Halozyme
HALO
$8.99B
| $267K | ﹤0.01% |
16,597
+5,859
| +55% | +$94.3K |
|
1882
Repligen
RGEN
$6.39B
| $267K | ﹤0.01% |
+4,534
| New | +$267K |
|
1883
Compass Minerals
CMP
$753M
| $265K | ﹤0.01% |
+4,877
| New | +$265K |
|
1884
Chefs' Warehouse
CHEF
$2.7B
| $264K | ﹤0.01% |
8,507
-7,253
| -46% | -$225K |
|
1885
Apogee Enterprises
APOG
$903M
| $263K | ﹤0.01% |
+7,007
| New | +$263K |
|
1886
iShares MSCI Malaysia ETF
EWM
$245M
| $262K | ﹤0.01% |
8,750
| – | – |
|
1887
Enpro
NPO
$4.64B
| $262K | ﹤0.01% |
+4,069
| New | +$262K |
|
|
POLY
1888
DELISTED
Plantronics, Inc.
POLY
| $262K | ﹤0.01% |
+5,689
| New | +$262K |
|
|
TIVO
1889
DELISTED
Tivo Inc
TIVO
| $262K | ﹤0.01% |
28,101
+6,040
| +27% | +$56.3K |
|
1890
Carpenter Technology
CRS
$12B
| $261K | ﹤0.01% |
5,685
-916
| -14% | -$42.1K |
|
1891
Prudential
PUK
$35.5B
| $261K | ﹤0.01% |
+6,681
| New | +$261K |
|
1892
American States Water
AWR
$2.82B
| $260K | ﹤0.01% |
+3,643
| New | +$260K |
|
1893
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $260K | ﹤0.01% |
6,158
| – | – |
|
1894
Buckle
BKE
$3.04B
| $258K | ﹤0.01% |
13,791
+1,309
| +10% | +$24.5K |
|
1895
iShares MSCI South Africa ETF
EZA
$442M
| $258K | ﹤0.01% |
4,918
-911
| -16% | -$47.8K |
|
1896
Iridium Communications
IRDM
$1.89B
| $257K | ﹤0.01% |
+9,720
| New | +$257K |
|
1897
Cinemark Holdings
CNK
$3.25B
| $255K | ﹤0.01% |
6,378
-3,709
| -37% | -$148K |
|
1898
iShares Semiconductor ETF
SOXX
$14B
| $255K | ﹤0.01% |
4,038
-4,161
| -51% | -$263K |
|
1899
Stratasys
SSYS
$835M
| $255K | ﹤0.01% |
+10,703
| New | +$255K |
|
1900
Turkcell
TKC
$4.86B
| $255K | ﹤0.01% |
47,613
-140,480
| -75% | -$752K |
|