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 | |
|---|---|---|---|---|---|---|
|
SWN
1926
DELISTED
Southwestern Energy Company
SWN
| $408K | ﹤0.01% |
70,650
-164,167
| -70% | -$949K |
|
1927
CVR Energy
CVI
$3.17B
| $408K | ﹤0.01% |
+13,126
| New | +$408K |
|
1928
Allegro MicroSystems
ALGM
$5.51B
| $408K | ﹤0.01% |
13,715
-7,737
| -36% | -$230K |
|
1929
iShares MSCI Hong Kong ETF
EWH
$740M
| $408K | ﹤0.01% |
19,423
-2,810
| -13% | -$59K |
|
1930
Manitowoc
MTW
$363M
| $407K | ﹤0.01% |
44,402
+1,551
| +4% | +$14.2K |
|
|
AIV
1931
Aimco
AIV
$1.08B
| $406K | ﹤0.01% |
57,073
-3,808
| -6% | -$27.1K |
|
1932
Evolent Health
EVH
$1.08B
| $405K | ﹤0.01% |
14,494
-5,290
| -27% | -$148K |
|
|
RDFN
1933
DELISTED
Redfin
RDFN
| $405K | ﹤0.01% |
98,377
-30,864
| -24% | -$127K |
|
1934
Pricesmart
PSMT
$3.7B
| $404K | ﹤0.01% |
6,634
+1,484
| +29% | +$90.4K |
|
1935
Toast
TOST
$23.6B
| $403K | ﹤0.01% |
22,629
-6,798
| -23% | -$121K |
|
|
BRSL
1936
Brightstar Lottery PLC
BRSL
$3.18B
| $401K | ﹤0.01% |
17,681
-28,024
| -61% | -$636K |
|
1937
MidWestOne Financial Group
MOFG
$607M
| $401K | ﹤0.01% |
12,566
+2,880
| +30% | +$91.9K |
|
1938
Acadia Healthcare
ACHC
$2.06B
| $399K | ﹤0.01% |
4,848
+2,036
| +72% | +$168K |
|
1939
Griffon
GFF
$3.7B
| $398K | ﹤0.01% |
11,206
+1,034
| +10% | +$36.8K |
|
|
SIX
1940
DELISTED
Six Flags Entertainment Corp.
SIX
| $397K | ﹤0.01% |
17,373
+2,034
| +13% | +$46.5K |
|
|
AUY
1941
DELISTED
Yamana Gold, Inc.
AUY
| $396K | ﹤0.01% |
70,937
+24,108
| +51% | +$135K |
|
1942
Brinker International
EAT
$7B
| $396K | ﹤0.01% |
12,455
+1,334
| +12% | +$42.4K |
|
1943
Northrim BanCorp
NRIM
$510M
| $396K | ﹤0.01% |
7,274
-7,786
| -52% | -$424K |
|
1944
AtriCure
ATRC
$1.84B
| $395K | ﹤0.01% |
+8,952
| New | +$395K |
|
1945
Compass Diversified
CODI
$536M
| $393K | ﹤0.01% |
21,612
+8,017
| +59% | +$146K |
|
1946
Hain Celestial
HAIN
$190M
| $393K | ﹤0.01% |
24,519
+9,488
| +63% | +$152K |
|
1947
Buckle
BKE
$3.13B
| $392K | ﹤0.01% |
8,610
-4,663
| -35% | -$212K |
|
1948
iShares MSCI Denmark ETF
EDEN
$185M
| $391K | ﹤0.01% |
4,029
-1,545
| -28% | -$150K |
|
1949
BRF SA
BRFS
$6.07B
| $391K | ﹤0.01% |
247,289
+7,065
| +3% | +$11.2K |
|
1950
NeoGenomics
NEO
$1.08B
| $389K | ﹤0.01% |
42,569
+18,738
| +79% | +$171K |
|