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
|
+$1.53B |
| 2 |
Apple
AAPL
|
+$1.24B |
| 3 |
NVIDIA
NVDA
|
+$1.17B |
| 4 |
Flutter Entertainment
FLUT
|
+$1.11B |
| 5 |
Amazon
AMZN
|
+$859M |
Top Sells
| 1 |
Cognizant
CTSH
|
+$298M |
| 2 |
Stellantis
STLA
|
+$156M |
| 3 |
Bank of America
BAC
|
+$143M |
| 4 |
Dollar Tree
DLTR
|
+$110M |
| 5 |
iShares Global Energy ETF
IXC
|
+$85.5M |
Sector Composition
| 1 | Technology | 29.95% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Communication Services | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
ePlus
PLUS
$1.93B
| $331K | ﹤0.01% |
4,222
-1,883
| -31% | -$148K |
|
1977
Winnebago Industries
WGO
$953M
| $331K | ﹤0.01% |
+4,480
| New | +$331K |
|
1978
Treehouse Foods
THS
$886M
| $331K | ﹤0.01% |
+8,509
| New | +$331K |
|
1979
Orthofix Medical
OFIX
$563M
| $331K | ﹤0.01% |
22,825
+9,694
| +74% | +$141K |
|
1980
NCR Voyix
VYX
$1.73B
| $331K | ﹤0.01% |
26,187
-78,980
| -75% | -$997K |
|
1981
Advance Auto Parts
AAP
$3.55B
| $330K | ﹤0.01% |
3,881
| – | – |
|
1982
Travel + Leisure Co
TNL
$4.11B
| $330K | ﹤0.01% |
6,747
-3,932
| -37% | -$192K |
|
1983
Capital City Bank Group
CCBG
$737M
| $330K | ﹤0.01% |
11,915
+3,705
| +45% | +$103K |
|
1984
Unifirst Corp
UNF
$3.17B
| $330K | ﹤0.01% |
+1,903
| New | +$330K |
|
1985
Openlane
KAR
$3.12B
| $330K | ﹤0.01% |
+19,082
| New | +$330K |
|
1986
John Wiley & Sons Class A
WLY
$2.21B
| $330K | ﹤0.01% |
+8,650
| New | +$330K |
|
1987
Hexcel
HXL
$4.93B
| $329K | ﹤0.01% |
4,521
+45
| +1% | +$3.28K |
|
1988
Coastal Financial
CCB
$1.69B
| $329K | ﹤0.01% |
8,471
+2,838
| +50% | +$110K |
|
1989
Patrick Industries
PATK
$3.72B
| $329K | ﹤0.01% |
+4,131
| New | +$329K |
|
1990
Axos Financial
AX
$5.19B
| $328K | ﹤0.01% |
6,070
-26,738
| -81% | -$1.44M |
|
1991
Mercantile Bank Corp
MBWM
$777M
| $328K | ﹤0.01% |
8,519
+780
| +10% | +$30K |
|
1992
Center Bancorp
CNOB
$1.25B
| $328K | ﹤0.01% |
16,807
+7,536
| +81% | +$147K |
|
1993
Freshworks
FRSH
$3.76B
| $327K | ﹤0.01% |
+17,967
| New | +$327K |
|
1994
Cars.com
CARS
$815M
| $327K | ﹤0.01% |
+19,045
| New | +$327K |
|
1995
Eagle Bancorp
EGBN
$596M
| $327K | ﹤0.01% |
13,915
-43,301
| -76% | -$1.02M |
|
1996
Amphastar Pharmaceuticals
AMPH
$1.32B
| $326K | ﹤0.01% |
+7,429
| New | +$326K |
|
1997
Camtek
CAMT
$3.84B
| $325K | ﹤0.01% |
+3,881
| New | +$325K |
|
1998
Orrstown Financial Services
ORRF
$681M
| $325K | ﹤0.01% |
12,143
+1,245
| +11% | +$33.3K |
|
1999
Icon
ICLR
$13.6B
| $324K | ﹤0.01% |
964
-3
| -0.3% | -$1.01K |
|
2000
1-800-Flowers.com
FLWS
$326M
| $324K | ﹤0.01% |
29,886
-2,211
| -7% | -$23.9K |
|