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
MBWM icon
2951
Mercantile Bank Corp
MBWM
$878M
$4.85M ﹤0.01%
107,750
+26,371
SCL icon
2952
Stepan Co
SCL
$1.27B
$4.84M ﹤0.01%
101,513
-7,138
AVO icon
2953
Mission Produce
AVO
$953M
$4.83M ﹤0.01%
402,216
+108,822
FIP icon
2954
FTAI Infrastructure
FIP
$738M
$4.83M ﹤0.01%
1,107,127
+265,348
AKBA icon
2955
Akebia Therapeutics
AKBA
$361M
$4.83M ﹤0.01%
1,767,813
-2,166,189
ALRS icon
2956
Alerus Financial
ALRS
$601M
$4.81M ﹤0.01%
217,461
+94,368
FNDA icon
2957
Schwab Fundamental US Small Company Index ETF
FNDA
$9.63B
$4.81M ﹤0.01%
154,366
-20,392
FXZ icon
2958
First Trust Materials AlphaDEX Fund
FXZ
$257M
$4.8M ﹤0.01%
77,860
-11,302
WLKP icon
2959
Westlake Chemical Partners
WLKP
$743M
$4.79M ﹤0.01%
228,162
-2,343
VOE icon
2960
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$4.79M ﹤0.01%
27,424
-859
SNBR icon
2961
Sleep Number
SNBR
$241M
$4.78M ﹤0.01%
681,559
+582,435
IVR icon
2962
Invesco Mortgage Capital
IVR
$638M
$4.78M ﹤0.01%
632,852
+417,604
MSGS icon
2963
Madison Square Garden
MSGS
$6.91B
$4.78M ﹤0.01%
21,058
-15,942
SAFT icon
2964
Safety Insurance
SAFT
$1.13B
$4.78M ﹤0.01%
67,608
+23,068
FFIC icon
2965
Flushing Financial
FFIC
$529M
$4.77M ﹤0.01%
345,529
-282,375
FSUN
2966
FirstSun Capital Bancorp
FSUN
$1.05B
$4.76M ﹤0.01%
122,825
+52,599
WERN icon
2967
Werner Enterprises
WERN
$2.02B
$4.76M ﹤0.01%
180,865
-2,209
REPL icon
2968
Replimune Group
REPL
$605M
$4.75M ﹤0.01%
1,134,751
+17,420
TMP icon
2969
Tompkins Financial
TMP
$1.09B
$4.75M ﹤0.01%
71,720
+9,588
DIV icon
2970
Global X SuperDividend US ETF
DIV
$675M
$4.75M ﹤0.01%
268,239
+184,142
OCFC icon
2971
OceanFirst Financial
OCFC
$1.06B
$4.74M ﹤0.01%
269,593
+24,912
RRBI icon
2972
Red River Bancshares
RRBI
$522M
$4.73M ﹤0.01%
72,900
+32,258
AVAH icon
2973
Aveanna Healthcare
AVAH
$1.81B
$4.71M ﹤0.01%
531,254
+121,886
MPW icon
2974
Medical Properties Trust
MPW
$3.07B
$4.71M ﹤0.01%
929,212
-3,542,361
NLR icon
2975
VanEck Uranium + Nuclear Energy ETF
NLR
$4.68B
$4.7M ﹤0.01%
34,651
+4,010