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 |
Amazon
AMZN
|
+$450M |
| 2 |
NVIDIA
NVDA
|
+$399M |
| 3 |
Apple
AAPL
|
+$287M |
| 4 |
American Express
AXP
|
+$154M |
| 5 |
Microsoft
MSFT
|
+$154M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$559M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$201M |
| 3 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$200M |
| 4 |
Tesla
TSLA
|
+$144M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$139M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 13.87% |
| 3 | Consumer Discretionary | 13% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Walker & Dunlop
WD
$2.93B
| $251K | ﹤0.01% |
2,604
-6,224
| -71% | -$600K |
|
2327
First Foundation Inc
FFWM
$487M
| $250K | ﹤0.01% |
12,172
+3,235
| +36% | +$66.4K |
|
2328
Vodafone
VOD
$28.1B
| $250K | ﹤0.01% |
16,088
-582
| -3% | -$9.04K |
|
2329
Alico
ALCO
$257M
| $249K | ﹤0.01% |
7,056
-1,929
| -21% | -$68.1K |
|
2330
Gold Fields
GFI
$33.1B
| $249K | ﹤0.01% |
27,305
-3,600
| -12% | -$32.8K |
|
2331
Victoria's Secret
VSCO
$2.06B
| $249K | ﹤0.01% |
8,687
-1,518
| -15% | -$43.5K |
|
|
CDMO
2332
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $249K | ﹤0.01% |
16,335
-1,689
| -9% | -$25.7K |
|
2333
Leggett & Platt
LEG
$1.35B
| $248K | ﹤0.01% |
7,191
-29,466
| -80% | -$1.02M |
|
2334
Unitil
UTL
$812M
| $248K | ﹤0.01% |
4,234
-423
| -9% | -$24.8K |
|
2335
Atlantic Union Bankshares
AUB
$5.02B
| $247K | ﹤0.01% |
7,206
-1,799
| -20% | -$61.7K |
|
2336
Rush Enterprises Class B
RUSHB
$4.4B
| $247K | ﹤0.01% |
7,361
-214
| -3% | -$7.18K |
|
2337
WisdomTree
WT
$2.02B
| $247K | ﹤0.01% |
49,077
-4,917
| -9% | -$24.7K |
|
|
KAMN
2338
DELISTED
Kaman Corp
KAMN
| $247K | ﹤0.01% |
8,017
-655
| -8% | -$20.2K |
|
|
HSKA
2339
DELISTED
Heska Corp
HSKA
| $247K | ﹤0.01% |
2,590
-2,652
| -51% | -$253K |
|
2340
SPDR Euro Stoxx 50 ETF
FEZ
$4.54B
| $246K | ﹤0.01% |
7,072
-2,046
| -22% | -$71.2K |
|
2341
InterContinental Hotels
IHG
$18.6B
| $246K | ﹤0.01% |
+4,571
| New | +$246K |
|
|
AVTA
2342
DELISTED
Avantax, Inc. Common Stock
AVTA
| $246K | ﹤0.01% |
13,234
-1,920
| -13% | -$35.7K |
|
2343
American Woodmark
AMWD
$950M
| $245K | ﹤0.01% |
5,453
-215
| -4% | -$9.66K |
|
2344
Core Laboratories
CLB
$577M
| $244K | ﹤0.01% |
12,395
-1,416
| -10% | -$27.9K |
|
|
BCPC
2345
Balchem Corporation
BCPC
$5.05B
| $244K | ﹤0.01% |
1,880
-4,382
| -70% | -$569K |
|
2346
Colliers International
CIGI
$8.4B
| $243K | ﹤0.01% |
2,239
-803
| -26% | -$87.2K |
|
2347
Casella Waste Systems
CWST
$5.81B
| $243K | ﹤0.01% |
3,361
-1,835
| -35% | -$133K |
|
2348
MarineMax
HZO
$545M
| $243K | ﹤0.01% |
+6,659
| New | +$243K |
|
2349
Newmark Group
NMRK
$3.33B
| $243K | ﹤0.01% |
25,155
+1,749
| +7% | +$16.9K |
|
|
TWOU
2350
DELISTED
2U, Inc.
TWOU
| $243K | ﹤0.01% |
780
-64
| -8% | -$19.9K |
|