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
PSCT icon
2651
Invesco S&P SmallCap Information Technology ETF
PSCT
$349M
$7.39M ﹤0.01%
139,295
-11,968
JPIE icon
2652
JPMorgan Income ETF
JPIE
$7.46B
$7.39M ﹤0.01%
159,189
+147,285
SIBN icon
2653
SI-BONE Inc
SIBN
$729M
$7.37M ﹤0.01%
500,875
+23,331
SRDX
2654
DELISTED
Surmodics
SRDX
$7.36M ﹤0.01%
246,380
+16,529
VRTS icon
2655
Virtus Investment Partners
VRTS
$1.13B
$7.36M ﹤0.01%
38,749
+5,860
ANNX icon
2656
Annexon
ANNX
$1.01B
$7.34M ﹤0.01%
2,406,432
+775,783
ICHR icon
2657
Ichor Holdings
ICHR
$1.08B
$7.31M ﹤0.01%
417,378
+61,724
OUST icon
2658
Ouster
OUST
$1.49B
$7.3M ﹤0.01%
269,838
-162,301
EE icon
2659
Excelerate Energy
EE
$1.15B
$7.29M ﹤0.01%
289,430
-574,874
BSMQ icon
2660
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$303M
$7.28M ﹤0.01%
+308,022
TGB
2661
Taseko Mines
TGB
$2.75B
$7.28M ﹤0.01%
1,720,049
+153,344
NHC icon
2662
National Healthcare
NHC
$2.22B
$7.26M ﹤0.01%
59,761
+11,898
SPT icon
2663
Sprout Social
SPT
$580M
$7.26M ﹤0.01%
561,994
+190,441
TAFM icon
2664
AB Tax-Aware Intermediate Municipal ETF
TAFM
$460M
$7.25M ﹤0.01%
+285,050
ZVRA icon
2665
Zevra Therapeutics
ZVRA
$505M
$7.24M ﹤0.01%
761,777
+386,985
NBTB icon
2666
NBT Bancorp
NBTB
$2.28B
$7.24M ﹤0.01%
173,330
+5,584
IDT icon
2667
IDT Corp
IDT
$1.21B
$7.23M ﹤0.01%
138,277
-43,806
KSA icon
2668
iShares MSCI Saudi Arabia ETF
KSA
$655M
$7.23M ﹤0.01%
178,124
+81,552
PRLB icon
2669
Protolabs
PRLB
$1.27B
$7.22M ﹤0.01%
144,400
+56,125
TRVI icon
2670
Trevi Therapeutics
TRVI
$1.28B
$7.21M ﹤0.01%
787,454
+488,409
INTF icon
2671
iShares International Equity Factor ETF
INTF
$3.06B
$7.2M ﹤0.01%
+200,489
BUZZ icon
2672
VanEck Social Sentiment ETF
BUZZ
$122M
$7.2M ﹤0.01%
+200,035
HBNC icon
2673
Horizon Bancorp
HBNC
$897M
$7.19M ﹤0.01%
448,962
+160,303
AMN icon
2674
AMN Healthcare
AMN
$787M
$7.18M ﹤0.01%
370,954
-158,121
BNT
2675
Brookfield Wealth Solutions
BNT
$11.7B
$7.17M ﹤0.01%
156,930
+74,625