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 |
SPDR S&P 500 ETF Trust
SPY
|
+$911M |
| 2 |
Galicia Financial Group
GGAL
|
+$714M |
| 3 |
TSMC
TSM
|
+$364M |
| 4 |
Lam Research
LRCX
|
+$285M |
| 5 |
Tesla
TSLA
|
+$222M |
Top Sells
| 1 |
Flutter Entertainment
FLUT
|
+$1.38B |
| 2 |
Microsoft
MSFT
|
+$895M |
| 3 |
Apple
AAPL
|
+$735M |
| 4 |
Amazon
AMZN
|
+$567M |
| 5 |
Meta Platforms (Facebook)
META
|
+$435M |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Financials | 12.82% |
| 3 | Consumer Discretionary | 11.38% |
| 4 | Healthcare | 8.99% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
American Superconductor
AMSC
$2.56B
| $429K | ﹤0.01% |
17,379
+2,937
| +20% | +$72.4K |
|
1877
Heidrick & Struggles
HSII
$1.05B
| $427K | ﹤0.01% |
9,649
-8,089
| -46% | -$358K |
|
1878
BWX Technologies
BWXT
$15.4B
| $425K | ﹤0.01% |
3,826
+1,942
| +103% | +$216K |
|
1879
Arcturus Therapeutics
ARCT
$453M
| $424K | ﹤0.01% |
25,368
+2,673
| +12% | +$44.7K |
|
1880
Compass
COMP
$4.91B
| $422K | ﹤0.01% |
71,814
+26,481
| +58% | +$156K |
|
1881
Mirion Technologies
MIR
$5.18B
| $421K | ﹤0.01% |
24,029
-1,075
| -4% | -$18.9K |
|
1882
Invesco NASDAQ 100 ETF
QQQM
$60.6B
| $421K | ﹤0.01% |
2,000
-1,000
| -33% | -$210K |
|
1883
Chemung Financial Corp
CHMG
$252M
| $420K | ﹤0.01% |
8,572
+385
| +5% | +$18.9K |
|
1884
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$653M
| $419K | ﹤0.01% |
16,541
+2,816
| +21% | +$71.3K |
|
1885
Vanguard Small-Cap Value ETF
VBR
$31.7B
| $417K | ﹤0.01% |
2,105
+168
| +9% | +$33.3K |
|
1886
Ethan Allen Interiors
ETD
$743M
| $417K | ﹤0.01% |
14,924
+6,734
| +82% | +$188K |
|
1887
Joby Aviation
JOBY
$12B
| $416K | ﹤0.01% |
50,271
-160,617
| -76% | -$1.33M |
|
1888
IPG Photonics
IPGP
$3.41B
| $415K | ﹤0.01% |
5,707
-9,511
| -62% | -$691K |
|
1889
Simply Good Foods
SMPL
$2.72B
| $413K | ﹤0.01% |
10,617
-29,476
| -74% | -$1.15M |
|
1890
Myriad Genetics
MYGN
$698M
| $413K | ﹤0.01% |
30,214
+9,997
| +49% | +$137K |
|
1891
Vanguard Small-Cap Growth ETF
VBK
$20.5B
| $412K | ﹤0.01% |
1,472
+8
| +0.5% | +$2.24K |
|
1892
Shoe Carnival
SCVL
$639M
| $412K | ﹤0.01% |
12,132
+5,267
| +77% | +$179K |
|
1893
GitLab
GTLB
$8.4B
| $411K | ﹤0.01% |
7,296
-1,918
| -21% | -$108K |
|
1894
Savers
SVV
$1.96B
| $410K | ﹤0.01% |
39,883
+4,454
| +13% | +$45.8K |
|
1895
AngioDynamics
ANGO
$434M
| $409K | ﹤0.01% |
44,804
-20,272
| -31% | -$185K |
|
|
CHX
1896
DELISTED
ChampionX
CHX
| $409K | ﹤0.01% |
15,074
-103
| -0.7% | -$2.79K |
|
1897
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $409K | ﹤0.01% |
1,610
| – | – |
|
1898
Civista Bancshares
CIVB
$404M
| $408K | ﹤0.01% |
19,350
-1,641
| -8% | -$34.6K |
|
1899
Forum Energy Technologies
FET
$321M
| $408K | ﹤0.01% |
26,722
+1,862
| +7% | +$28.4K |
|
1900
Advance Auto Parts
AAP
$3.66B
| $407K | ﹤0.01% |
+8,620
| New | +$407K |
|