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
AIN icon
2926
Albany International
AIN
$1.65B
$5.07M ﹤0.01%
95,088
+11,251
SPXN icon
2927
ProShares S&P 500 ex-Financials ETF
SPXN
$71.4M
$5.06M ﹤0.01%
70,241
+563
MGIC
2928
Magic Software Enterprises
MGIC
$1.32B
$5.06M ﹤0.01%
247,843
+67,531
IVLU icon
2929
iShares MSCI Intl Value Factor ETF
IVLU
$3.43B
$5.05M ﹤0.01%
142,443
+4
CSWC icon
2930
Capital Southwest
CSWC
$1.33B
$5.05M ﹤0.01%
231,105
+18,324
BFC icon
2931
Bank First Corp
BFC
$1.54B
$5.02M ﹤0.01%
41,390
+34,822
DFIP icon
2932
Dimensional Inflation-Protected Securities ETF
DFIP
$1.05B
$5.01M ﹤0.01%
118,619
TFIN icon
2933
Triumph Financial Inc
TFIN
$1.65B
$5M ﹤0.01%
99,953
-32,906
LPG icon
2934
Dorian LPG
LPG
$1.18B
$4.99M ﹤0.01%
167,513
-128,147
KRNY icon
2935
Kearny Financial
KRNY
$490M
$4.99M ﹤0.01%
759,115
+51,409
HONE
2936
DELISTED
HarborOne Bancorp
HONE
$4.98M ﹤0.01%
366,017
+34,342
USXF icon
2937
iShares ESG Advanced MSCI USA ETF
USXF
$1.26B
$4.98M ﹤0.01%
86,819
-8,180
FMBH icon
2938
First Mid Bancshares
FMBH
$1B
$4.97M ﹤0.01%
131,153
+1,699
MBUU icon
2939
Malibu Boats
MBUU
$630M
$4.95M ﹤0.01%
152,607
+43,937
IUSB icon
2940
iShares Core Universal USD Bond ETF
IUSB
$34.8B
$4.94M ﹤0.01%
105,799
-5,392
COLM icon
2941
Columbia Sportswear
COLM
$2.85B
$4.93M ﹤0.01%
94,284
-9,793
GIG
2942
GigCapital7 Corp
GIG
$352M
$4.93M ﹤0.01%
467,349
-11,981
PLPC icon
2943
Preformed Line Products
PLPC
$1.16B
$4.91M ﹤0.01%
25,018
+8,241
UDMY icon
2944
Udemy
UDMY
$737M
$4.91M ﹤0.01%
699,946
+251,373
GUMI
2945
Goldman Sachs Ultra Short Municipal Income ETF
GUMI
$25.2M
$4.9M ﹤0.01%
97,188
-32,000
OSPN icon
2946
OneSpan
OSPN
$452M
$4.89M ﹤0.01%
307,752
-32,065
KFRC icon
2947
Kforce
KFRC
$631M
$4.88M ﹤0.01%
162,900
-91,874
GMRE
2948
Global Medical REIT
GMRE
$474M
$4.88M ﹤0.01%
144,833
-1,134
MREO
2949
Mereo BioPharma
MREO
$83.9M
$4.87M ﹤0.01%
2,364,024
-726,044
SIGA icon
2950
SIGA Technologies
SIGA
$475M
$4.87M ﹤0.01%
532,140
+10,533