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
|
+$949M |
| 2 |
Apple
AAPL
|
+$877M |
| 3 |
Microsoft
MSFT
|
+$381M |
| 4 |
Equitable Holdings
EQH
|
+$242M |
| 5 |
Broadcom
AVGO
|
+$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$129M |
| 2 |
Citigroup
C
|
+$119M |
| 3 |
Crown Holdings
CCK
|
+$98.3M |
| 4 |
Elevance Health
ELV
|
+$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Avnet
AVT
$4.43B
| $256K | ﹤0.01% |
5,089
-12,825
| -72% | -$646K |
|
1902
Dolby
DLB
$6.93B
| $256K | ﹤0.01% |
2,967
-18,353
| -86% | -$1.58M |
|
1903
Bankunited
BKU
$2.89B
| $255K | ﹤0.01% |
+7,861
| New | +$255K |
|
1904
PennyMac Financial
PFSI
$6.25B
| $255K | ﹤0.01% |
+2,887
| New | +$255K |
|
1905
Viavi Solutions
VIAV
$2.61B
| $254K | ﹤0.01% |
+25,382
| New | +$254K |
|
1906
ON24
ONTF
$234M
| $254K | ﹤0.01% |
32,028
+6,395
| +25% | +$50.7K |
|
1907
Vanguard Small-Cap ETF
VB
$66.8B
| $254K | ﹤0.01% |
1,189
| – | – |
|
1908
Winmark
WINA
$1.7B
| $253K | ﹤0.01% |
605
-57
| -9% | -$23.9K |
|
1909
Coastal Financial
CCB
$1.67B
| $252K | ﹤0.01% |
+5,633
| New | +$252K |
|
1910
Ashland
ASH
$2.44B
| $251K | ﹤0.01% |
+2,980
| New | +$251K |
|
1911
Enanta Pharmaceuticals
ENTA
$193M
| $251K | ﹤0.01% |
26,335
+15,949
| +154% | +$152K |
|
1912
AirSculpt Technologies
AIRS
$387M
| $249K | ﹤0.01% |
+33,255
| New | +$249K |
|
|
FLG
1913
Flagstar Financial, Inc.
FLG
$5.24B
| $248K | ﹤0.01% |
8,049
+4,685
| +139% | +$145K |
|
1914
Crawford & Co Class A
CRD.A
$516M
| $248K | ﹤0.01% |
19,478
+1,989
| +11% | +$25.3K |
|
1915
Nomad Foods
NOMD
$2.13B
| $248K | ﹤0.01% |
+14,624
| New | +$248K |
|
1916
Expensify
EXFY
$180M
| $248K | ﹤0.01% |
98,630
+42,754
| +77% | +$107K |
|
1917
Nice
NICE
$8.85B
| $247K | ﹤0.01% |
1,243
-8
| -0.6% | -$1.59K |
|
1918
American States Water
AWR
$2.83B
| $247K | ﹤0.01% |
+3,077
| New | +$247K |
|
1919
Capital City Bank Group
CCBG
$732M
| $247K | ﹤0.01% |
8,210
-2,101
| -20% | -$63.2K |
|
1920
Veeco
VECO
$1.49B
| $245K | ﹤0.01% |
7,882
-611
| -7% | -$19K |
|
|
SWN
1921
DELISTED
Southwestern Energy Company
SWN
| $244K | ﹤0.01% |
37,111
-21,951
| -37% | -$144K |
|
1922
VanEck Agribusiness ETF
MOO
$625M
| $244K | ﹤0.01% |
3,200
| – | – |
|
1923
Embecta
EMBC
$891M
| $243K | ﹤0.01% |
+12,826
| New | +$243K |
|
1924
Crane Co
CR
$10.5B
| $243K | ﹤0.01% |
2,053
-570
| -22% | -$67.3K |
|
1925
Regional Management Corp
RM
$411M
| $242K | ﹤0.01% |
9,445
+324
| +4% | +$8.31K |
|