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 |
Alphabet (Google) Class A
GOOGL
|
+$515M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$488M |
| 3 |
Zoom
ZM
|
+$441M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$254M |
| 5 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$938M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$410M |
| 4 |
Micron Technology
MU
|
+$373M |
| 5 |
Microsoft
MSFT
|
+$368M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Financials | 11.88% |
| 4 | Healthcare | 10.54% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VGR
2351
DELISTED
Vector Group Ltd.
VGR
| $281K | ﹤0.01% |
24,611
+1,680
| +7% | +$19.2K |
|
2352
Center Bancorp
CNOB
$1.25B
| $280K | ﹤0.01% |
8,567
+92
| +1% | +$3.01K |
|
2353
Eastern Bankshares
EBC
$3.37B
| $280K | ﹤0.01% |
+13,874
| New | +$280K |
|
2354
Marathon Digital Holdings
MARA
$5.88B
| $279K | ﹤0.01% |
+8,276
| New | +$279K |
|
2355
e.l.f. Beauty
ELF
$7.63B
| $278K | ﹤0.01% |
+8,481
| New | +$278K |
|
2356
Hudbay
HBM
$5.33B
| $278K | ﹤0.01% |
38,464
-79
| -0.2% | -$571 |
|
2357
Lands' End
LE
$453M
| $278K | ﹤0.01% |
14,146
+668
| +5% | +$13.1K |
|
2358
Palomar
PLMR
$3.18B
| $278K | ﹤0.01% |
4,328
+1,217
| +39% | +$78.2K |
|
|
PVG
2359
DELISTED
PRETIUM RESOURCES INC.
PVG
| $278K | ﹤0.01% |
19,802
-67
| -0.3% | -$941 |
|
2360
Cimpress
CMPR
$1.44B
| $277K | ﹤0.01% |
+3,873
| New | +$277K |
|
|
AMK
2361
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $277K | ﹤0.01% |
10,765
-1,608
| -13% | -$41.4K |
|
2362
SFL Corp
SFL
$1.09B
| $275K | ﹤0.01% |
34,046
+4,933
| +17% | +$39.8K |
|
2363
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.04B
| $275K | ﹤0.01% |
3,241
+26
| +0.8% | +$2.21K |
|
2364
Treace Medical Concepts
TMCI
$442M
| $275K | ﹤0.01% |
+14,866
| New | +$275K |
|
2365
Vital Farms
VITL
$2.1B
| $275K | ﹤0.01% |
14,972
-2,299
| -13% | -$42.2K |
|
2366
LendingClub
LC
$1.86B
| $273K | ﹤0.01% |
+11,272
| New | +$273K |
|
2367
Amneal Pharmaceuticals
AMRX
$3.08B
| $272K | ﹤0.01% |
+56,107
| New | +$272K |
|
2368
FB Financial Corp
FBK
$2.86B
| $272K | ﹤0.01% |
+6,204
| New | +$272K |
|
2369
Lifecore Biomedical
LFCR
$262M
| $272K | ﹤0.01% |
24,696
+11,625
| +89% | +$128K |
|
2370
Standex International
SXI
$2.44B
| $272K | ﹤0.01% |
+2,459
| New | +$272K |
|
|
RWT
2371
Redwood Trust
RWT
$801M
| $271K | ﹤0.01% |
20,535
+5,970
| +41% | +$78.8K |
|
2372
Universal Insurance Holdings
UVE
$696M
| $271K | ﹤0.01% |
15,992
-236
| -1% | -$4K |
|
|
NAPA
2373
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $271K | ﹤0.01% |
+11,668
| New | +$271K |
|
2374
Apogee Enterprises
APOG
$896M
| $270K | ﹤0.01% |
+5,551
| New | +$270K |
|
2375
Wabash National
WNC
$461M
| $270K | ﹤0.01% |
13,856
+2,493
| +22% | +$48.6K |
|