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 25.28%
2 Financials 10.87%
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
BWIN
2676
Baldwin Insurance Group
BWIN
$2.99B
$7.14M ﹤0.01%
253,196
-17,834
GRAF
2677
Graf Global Corp
GRAF
$306M
$7.13M ﹤0.01%
676,022
HIMX
2678
Himax Technologies
HIMX
$1.47B
$7.09M ﹤0.01%
802,983
+187,926
ZEUS icon
2679
Olympic Steel
ZEUS
$563M
$7.07M ﹤0.01%
232,312
+57,717
FTA icon
2680
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.23B
$7.07M ﹤0.01%
84,860
-15,212
DFIN icon
2681
Donnelley Financial Solutions
DFIN
$1.44B
$7.07M ﹤0.01%
137,480
+19,194
SON icon
2682
Sonoco
SON
$4.79B
$7.07M ﹤0.01%
164,010
+1,430
FVD icon
2683
First Trust Value Line Dividend Fund
FVD
$8.49B
$7.06M ﹤0.01%
152,689
-58,245
EWG icon
2684
iShares MSCI Germany ETF
EWG
$1.77B
$7.05M ﹤0.01%
169,386
+49,229
POLE
2685
Andretti Acquisition Corp II
POLE
$312M
$7.04M ﹤0.01%
673,298
VKTX icon
2686
Viking Therapeutics
VKTX
$3.64B
$7.04M ﹤0.01%
267,744
+114,326
VIGI icon
2687
Vanguard International Dividend Appreciation ETF
VIGI
$9.22B
$7.02M ﹤0.01%
78,409
+5,971
AMR icon
2688
Alpha Metallurgical Resources
AMR
$2.97B
$7M ﹤0.01%
42,637
-119,070
EVTC icon
2689
Evertec
EVTC
$1.91B
$6.98M ﹤0.01%
206,725
+71,894
VTS icon
2690
Vitesse Energy
VTS
$755M
$6.98M ﹤0.01%
300,441
+163,418
AGL icon
2691
Agilon Health
AGL
$411M
$6.97M ﹤0.01%
6,771,284
+1,131,904
FLQL icon
2692
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.75B
$6.97M ﹤0.01%
101,882
+66,058
FCF icon
2693
First Commonwealth Financial
FCF
$1.81B
$6.97M ﹤0.01%
408,555
+102,907
MH
2694
McGraw Hill
MH
$2.89B
$6.96M ﹤0.01%
+554,780
TSLX icon
2695
Sixth Street Specialty
TSLX
$2.1B
$6.96M ﹤0.01%
304,531
-42,963
KRUS icon
2696
Kura Sushi USA
KRUS
$846M
$6.96M ﹤0.01%
117,100
+47,138
ILCB icon
2697
iShares Morningstar US Equity ETF
ILCB
$1.19B
$6.95M ﹤0.01%
75,245
-6,367
GNK icon
2698
Genco Shipping & Trading
GNK
$864M
$6.95M ﹤0.01%
390,367
+78,166
MBAV
2699
M3-Brigade Acquisition V Corp
MBAV
$382M
$6.95M ﹤0.01%
658,439
-55,116
PTLO icon
2700
Portillo's
PTLO
$432M
$6.94M ﹤0.01%
1,075,387
-105,645