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 | |
|---|---|---|---|---|---|---|
1951
Payoneer
PAYO
$2.39B
| $388K | ﹤0.01% |
+72,444
| New | +$388K |
|
1952
Dine Brands
DIN
$372M
| $387K | ﹤0.01% |
+6,056
| New | +$387K |
|
|
UHT
1953
Universal Health Realty Income Trust
UHT
$583M
| $387K | ﹤0.01% |
8,092
-244
| -3% | -$11.7K |
|
1954
AdaptHealth
AHCO
$1.29B
| $386K | ﹤0.01% |
20,128
+4,955
| +33% | +$94.9K |
|
1955
Global X Lithium & Battery Tech ETF
LIT
$1.15B
| $385K | ﹤0.01% |
6,575
-725
| -10% | -$42.5K |
|
1956
Medifast
MED
$153M
| $385K | ﹤0.01% |
3,379
-1,771
| -34% | -$202K |
|
1957
Orthofix Medical
OFIX
$592M
| $385K | ﹤0.01% |
19,367
-5,117
| -21% | -$102K |
|
1958
Catalyst Pharmaceutical
CPRX
$2.48B
| $385K | ﹤0.01% |
20,969
+3,013
| +17% | +$55.3K |
|
1959
Hilltop Holdings
HTH
$2.2B
| $383K | ﹤0.01% |
+12,757
| New | +$383K |
|
1960
FormFactor
FORM
$2.36B
| $382K | ﹤0.01% |
17,177
+2,020
| +13% | +$45K |
|
1961
Strategic Education
STRA
$2.02B
| $380K | ﹤0.01% |
4,806
-1,447
| -23% | -$114K |
|
1962
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $380K | ﹤0.01% |
1,800
| – | – |
|
1963
MillerKnoll
MLKN
$1.44B
| $379K | ﹤0.01% |
+18,032
| New | +$379K |
|
1964
Ryder
R
$7.73B
| $378K | ﹤0.01% |
4,523
+609
| +16% | +$50.9K |
|
1965
Stantec
STN
$12.8B
| $377K | ﹤0.01% |
7,864
+2,667
| +51% | +$128K |
|
1966
Lamar Advertising Co
LAMR
$13B
| $377K | ﹤0.01% |
4,015
-7,643
| -66% | -$717K |
|
1967
Valvoline
VVV
$5.15B
| $376K | ﹤0.01% |
11,518
-10,892
| -49% | -$356K |
|
|
CTO
1968
CTO Realty Growth
CTO
$546M
| $375K | ﹤0.01% |
20,496
| – | – |
|
1969
Open Lending Corp
LPRO
$260M
| $373K | ﹤0.01% |
56,204
+16,957
| +43% | +$113K |
|
1970
Astrana Health
ASTH
$1.4B
| $373K | ﹤0.01% |
12,745
+5,298
| +71% | +$155K |
|
1971
Modine Manufacturing
MOD
$7.71B
| $373K | ﹤0.01% |
+18,707
| New | +$373K |
|
1972
Dana Inc
DAN
$2.79B
| $372K | ﹤0.01% |
24,593
+8,402
| +52% | +$127K |
|
1973
Interparfums
IPAR
$3.49B
| $372K | ﹤0.01% |
3,855
+473
| +14% | +$45.6K |
|
1974
Cemex
CX
$13.8B
| $371K | ﹤0.01% |
91,422
| – | – |
|
1975
Box
BOX
$4.78B
| $370K | ﹤0.01% |
11,966
-58,840
| -83% | -$1.82M |
|