HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q3 2020
SEC EDGAR SourceSEC Filings
HSBC HOLDINGS PLC manages $62.7B across 2707 positions as of Q3 2020. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q3 2020 Summary
Active quarter - 232 new positions, 225 exits, 1053 increased. No standout high-conviction moves this quarter. Portfolio: $62.7B across 2707 positions.
Top holdings by portfolio weight
BABA9.12%
AAPL4.35%
MSFT4.14%
AMZN3.72%
META1.36%
GOOG1.21%
PDD1.19%
TSLA0.90%
JNJ0.89%
GOOGL0.89%
Other0.87%
Portfolio allocation by GICS sector
Consumer Cyclical23.15%
Technology20.30%
Financial Services9.91%
Healthcare9.89%
Unknown9.38%
Communication Services7.71%
Industrials6.07%
Consumer Defensive5.55%
Real Estate3.05%
Energy1.70%
Other3.29%
Behavioral investing profile
7-dimension quality assessment
Strong(3.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings2,707 positions
No holdings data available
No holdings data available for 2020-Q3. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer