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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Adtran
ADTN
$828M
| $265K | ﹤0.01% |
13,358
+657
| +5% | +$13K |
|
|
GMS
2052
DELISTED
GMS Inc
GMS
| $265K | ﹤0.01% |
6,569
-10,623
| -62% | -$429K |
|
2053
Harmonic Inc
HLIT
$1.12B
| $265K | ﹤0.01% |
19,967
-7,604
| -28% | -$101K |
|
2054
NI Holdings
NODK
$275M
| $265K | ﹤0.01% |
19,033
+2,352
| +14% | +$32.7K |
|
2055
Nektar Therapeutics
NKTR
$916M
| $263K | ﹤0.01% |
5,378
+2,521
| +88% | +$123K |
|
2056
Better Home & Finance Holding
BETR
$367M
| $262K | ﹤0.01% |
530
| – | – |
|
2057
Marcus & Millichap
MMI
$1.26B
| $262K | ﹤0.01% |
7,926
+1,375
| +21% | +$45.5K |
|
2058
Sangamo Therapeutics
SGMO
$160M
| $262K | ﹤0.01% |
52,297
+7,059
| +16% | +$35.4K |
|
|
BHR
2059
Braemar Hotels & Resorts
BHR
$199M
| $261K | ﹤0.01% |
59,807
| – | – |
|
|
LAC
2060
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $261K | ﹤0.01% |
9,761
-518
| -5% | -$13.9K |
|
2061
Celsius Holdings
CELH
$14.5B
| $260K | ﹤0.01% |
8,418
-69,291
| -89% | -$2.14M |
|
2062
iShares MSCI Italy ETF
EWI
$718M
| $260K | ﹤0.01% |
12,125
-2,013
| -14% | -$43.2K |
|
2063
Hain Celestial
HAIN
$176M
| $258K | ﹤0.01% |
+15,031
| New | +$258K |
|
2064
Interparfums
IPAR
$3.47B
| $258K | ﹤0.01% |
+3,382
| New | +$258K |
|
2065
VanEck Agribusiness ETF
MOO
$623M
| $258K | ﹤0.01% |
3,200
-1,000
| -24% | -$80.6K |
|
2066
Idacorp
IDA
$6.76B
| $257K | ﹤0.01% |
2,593
-2,576
| -50% | -$255K |
|
2067
Wolverine World Wide
WWW
$2.51B
| $257K | ﹤0.01% |
16,309
-323
| -2% | -$5.09K |
|
2068
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| – | – |
0
| – | -$452K |
|
|
NAPA
2069
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $256K | ﹤0.01% |
17,834
-3,775
| -17% | -$54.2K |
|
2070
Myriad Genetics
MYGN
$642M
| $255K | ﹤0.01% |
12,838
-9,275
| -42% | -$184K |
|
2071
Patrick Industries
PATK
$3.72B
| $255K | ﹤0.01% |
8,544
-5,699
| -40% | -$170K |
|
2072
VanEck Vietnam ETF
VNM
$579M
| – | – |
0
| – | -$276K |
|
2073
First Western Financial
MYFW
$226M
| $254K | ﹤0.01% |
10,254
| – | – |
|
2074
CTS Corp
CTS
$1.22B
| $253K | ﹤0.01% |
6,045
-2,444
| -29% | -$102K |
|
2075
Kymera Therapeutics
KYMR
$3.11B
| $253K | ﹤0.01% |
+11,256
| New | +$253K |
|