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 | |
|---|---|---|---|---|---|---|
2051
Patrick Industries
PATK
$3.72B
| $321K | ﹤0.01% |
7,920
-624
| -7% | -$25.3K |
|
2052
RBC Bearings
RBC
$11.9B
| $320K | ﹤0.01% |
1,532
+389
| +34% | +$81.4K |
|
2053
Varonis Systems
VRNS
$6.31B
| $320K | ﹤0.01% |
+13,439
| New | +$320K |
|
2054
Deluxe
DLX
$858M
| $319K | ﹤0.01% |
+18,847
| New | +$319K |
|
2055
CorVel
CRVL
$4.39B
| $318K | ﹤0.01% |
6,495
+1,239
| +24% | +$60.7K |
|
|
HTB
2056
HomeTrust Bancshares, Inc.
HTB
$718M
| $318K | ﹤0.01% |
13,146
+575
| +5% | +$13.9K |
|
2057
ICL Group
ICL
$8.07B
| $318K | ﹤0.01% |
43,476
-29,338
| -40% | -$214K |
|
2058
CommScope
COMM
$3.59B
| $318K | ﹤0.01% |
43,419
+28,581
| +193% | +$209K |
|
2059
Vericel Corp
VCEL
$1.58B
| $317K | ﹤0.01% |
+12,147
| New | +$317K |
|
2060
Genesco
GCO
$355M
| $317K | ﹤0.01% |
+6,914
| New | +$317K |
|
2061
BridgeBio Pharma
BBIO
$10.1B
| $317K | ﹤0.01% |
43,184
-611
| -1% | -$4.48K |
|
2062
Penumbra
PEN
$10.6B
| $316K | ﹤0.01% |
1,420
-1,918
| -57% | -$426K |
|
2063
Advantage Solutions
ADV
$600M
| $315K | ﹤0.01% |
152,057
+50,156
| +49% | +$104K |
|
|
SHYF
2064
DELISTED
The Shyft Group
SHYF
| $314K | ﹤0.01% |
+12,621
| New | +$314K |
|
2065
NovoCure
NVCR
$1.37B
| $313K | ﹤0.01% |
4,379
-14,013
| -76% | -$1M |
|
2066
Adtran
ADTN
$828M
| $313K | ﹤0.01% |
16,682
+3,324
| +25% | +$62.3K |
|
2067
Palomar
PLMR
$3.18B
| $312K | ﹤0.01% |
6,956
+2,151
| +45% | +$96.6K |
|
2068
WisdomTree
WT
$2.02B
| $312K | ﹤0.01% |
59,226
-5,819
| -9% | -$30.6K |
|
|
NAPA
2069
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $311K | ﹤0.01% |
18,907
+1,073
| +6% | +$17.7K |
|
2070
Louisiana-Pacific
LPX
$6.64B
| $311K | ﹤0.01% |
5,251
-2,055
| -28% | -$122K |
|
2071
Oxford Industries
OXM
$604M
| $311K | ﹤0.01% |
3,303
+49
| +2% | +$4.61K |
|
2072
Marriott Vacations Worldwide
VAC
$2.64B
| $311K | ﹤0.01% |
2,316
-3,838
| -62% | -$515K |
|
2073
Certara
CERT
$1.65B
| $311K | ﹤0.01% |
19,326
+7,441
| +63% | +$120K |
|
2074
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $310K | ﹤0.01% |
7,397
-2,272
| -23% | -$95.4K |
|
|
BSDE
2075
DELISTED
Invesco BulletShares 2024 USD Emerging Markets Debt ETF
BSDE
| – | – |
0
| – | -$307K |
|