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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NREF
2151
NexPoint Real Estate Finance
NREF
$270M
| $231K | ﹤0.01% |
14,724
-1,653
| -10% | -$25.9K |
|
2152
Valmont Industries
VMI
$7.63B
| $231K | ﹤0.01% |
796
-4,444
| -85% | -$1.29M |
|
2153
Backblaze
BLZE
$534M
| $231K | ﹤0.01% |
36,454
+7,805
| +27% | +$49.4K |
|
2154
Hexcel
HXL
$4.98B
| $231K | ﹤0.01% |
3,729
-36,047
| -91% | -$2.23M |
|
2155
Oak Valley Bancorp
OVLY
$244M
| $230K | ﹤0.01% |
+8,527
| New | +$230K |
|
2156
American Axle
AXL
$718M
| $230K | ﹤0.01% |
37,243
+6,721
| +22% | +$41.5K |
|
2157
Annexon
ANNX
$280M
| $229K | ﹤0.01% |
37,825
+1,456
| +4% | +$8.82K |
|
2158
Vertex
VERX
$3.88B
| $229K | ﹤0.01% |
+6,041
| New | +$229K |
|
2159
Edgewise Therapeutics
EWTX
$1.55B
| $228K | ﹤0.01% |
+8,728
| New | +$228K |
|
2160
Kosmos Energy
KOS
$827M
| $228K | ﹤0.01% |
55,890
-15,665
| -22% | -$63.9K |
|
2161
Seer Inc
SEER
$116M
| $228K | ﹤0.01% |
114,348
-6,621
| -5% | -$13.2K |
|
2162
Pacira BioSciences
PCRX
$1.21B
| $228K | ﹤0.01% |
15,229
-13,504
| -47% | -$202K |
|
2163
Jefferies Financial Group
JEF
$13.9B
| $227K | ﹤0.01% |
3,682
-53,600
| -94% | -$3.3M |
|
2164
Crawford & Co Class A
CRD.A
$540M
| $226K | ﹤0.01% |
20,795
+5,567
| +37% | +$60.6K |
|
2165
Mayville Engineering Co
MEC
$295M
| $226K | ﹤0.01% |
+10,756
| New | +$226K |
|
2166
ON24
ONTF
$235M
| $226K | ﹤0.01% |
36,597
+2,039
| +6% | +$12.6K |
|
2167
BrightView Holdings
BV
$1.34B
| $226K | ﹤0.01% |
14,346
+2,694
| +23% | +$42.4K |
|
2168
Weave Communications
WEAV
$616M
| $226K | ﹤0.01% |
17,625
-3,517
| -17% | -$45K |
|
|
MTTR
2169
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $225K | ﹤0.01% |
50,069
+2,492
| +5% | +$11.2K |
|
2170
Driven Brands
DRVN
$3.05B
| $224K | ﹤0.01% |
15,750
-1,023
| -6% | -$14.6K |
|
2171
Perimeter Solutions
PRM
$3.25B
| $224K | ﹤0.01% |
16,918
-140
| -0.8% | -$1.85K |
|
2172
United Natural Foods
UNFI
$1.8B
| $223K | ﹤0.01% |
13,174
+54
| +0.4% | +$913 |
|
2173
Hanover Insurance
THG
$6.51B
| $222K | ﹤0.01% |
1,499
-1,729
| -54% | -$256K |
|
2174
CG Oncology
CGON
$2.53B
| $222K | ﹤0.01% |
+5,792
| New | +$222K |
|
2175
Expro
XPRO
$1.45B
| $221K | ﹤0.01% |
12,867
+1,669
| +15% | +$28.7K |
|