Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.

This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692B
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,635
New
Increased
Reduced
Closed

Top Buys

1 +$4.06B
2 +$2.16B
3 +$1.91B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9B
5
NVDA icon
NVIDIA
NVDA
+$1.49B

Top Sells

1 +$1.66B
2 +$1.66B
3 +$1.58B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.07B
5
MDT icon
Medtronic
MDT
+$903M

Sector Composition

1 Technology 25.3%
2 Financials 10.85%
3 Consumer Discretionary 9.79%
4 Communication Services 7.56%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMLR
2551
DELISTED
Semler Scientific
SMLR
$8.32M ﹤0.01%
277,225
+95,402
FEIM icon
2552
Frequency Electronics
FEIM
$520M
$8.31M ﹤0.01%
244,993
+219,940
WGO icon
2553
Winnebago Industries
WGO
$1.31B
$8.29M ﹤0.01%
247,920
-23,611
VICR icon
2554
Vicor
VICR
$6.84B
$8.26M ﹤0.01%
166,207
+104,415
UVSP icon
2555
Univest Financial
UVSP
$953M
$8.26M ﹤0.01%
275,163
+77,215
MOAT icon
2556
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
$8.26M ﹤0.01%
83,297
+3,664
FWONA icon
2557
Liberty Media Series A
FWONA
$20.3B
$8.25M ﹤0.01%
86,654
+997
SIZE icon
2558
iShares MSCI USA Size Factor ETF
SIZE
$400M
$8.25M ﹤0.01%
51,310
-11,570
SBS icon
2559
Sabesp
SBS
$18.5B
$8.23M ﹤0.01%
340,565
-478,250
SPMC
2560
Sound Point Meridian Capital
SPMC
$8.23M ﹤0.01%
474,310
+2
AGM icon
2561
Federal Agricultural Mortgage
AGM
$1.87B
$8.21M ﹤0.01%
48,890
+6,913
SLYV icon
2562
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.39B
$8.2M ﹤0.01%
92,526
+12,824
TLH icon
2563
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$8.2M ﹤0.01%
79,637
+76,778
CPF icon
2564
Central Pacific Financial
CPF
$842M
$8.2M ﹤0.01%
270,199
+14,256
AVEM icon
2565
Avantis Emerging Markets Equity ETF
AVEM
$17.6B
$8.19M ﹤0.01%
+109,033
SFL icon
2566
SFL Corp
SFL
$1.11B
$8.18M ﹤0.01%
1,085,729
+69,484
MTAL
2567
DELISTED
Metals Acquisition
MTAL
$8.17M ﹤0.01%
668,992
+484,082
BXSL icon
2568
Blackstone Secured Lending
BXSL
$6.04B
$8.16M ﹤0.01%
313,021
+267,557
KWR icon
2569
Quaker Houghton
KWR
$2.7B
$8.15M ﹤0.01%
61,880
-2,397
FXE icon
2570
Invesco CurrencyShares Euro Currency Trust
FXE
$442M
$8.13M ﹤0.01%
75,009
GRFS icon
2571
Grifois
GRFS
$6.27B
$8.13M ﹤0.01%
816,097
+187,424
YEXT icon
2572
Yext
YEXT
$933M
$8.13M ﹤0.01%
953,712
+349,657
BUSE icon
2573
First Busey Corp
BUSE
$2.18B
$8.12M ﹤0.01%
350,603
-26,794
ASTE icon
2574
Astec Industries
ASTE
$1.1B
$8.11M ﹤0.01%
168,483
+13,041
FOXF icon
2575
Fox Factory Holding Corp
FOXF
$798M
$8.1M ﹤0.01%
333,351
+205,669