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
PDCC
3076
Pearl Diver Credit Co
PDCC
$94.9M
$4.11M ﹤0.01%
249,368
YSG
3077
Yatsen Holding
YSG
$400M
$4.11M ﹤0.01%
453,842
+371,026
TERN icon
3078
Terns Pharmaceuticals
TERN
$3.73B
$4.11M ﹤0.01%
546,829
+220,596
EPS icon
3079
WisdomTree US LargeCap Fund
EPS
$1.39B
$4.1M ﹤0.01%
59,501
-19,348
VSTS icon
3080
Vestis
VSTS
$904M
$4.1M ﹤0.01%
904,614
+552,687
VEON icon
3081
VEON
VEON
$3.73B
$4.09M ﹤0.01%
75,233
+16,563
XHS icon
3082
State Street SPDR S&P Health Care Services ETF
XHS
$101M
$4.08M ﹤0.01%
40,208
-14,896
KOS icon
3083
Kosmos Energy
KOS
$622M
$4.08M ﹤0.01%
2,458,582
-3,012,276
DFUS icon
3084
Dimensional US Equity ETF
DFUS
$18.5B
$4.07M ﹤0.01%
56,247
+46,774
IPGP icon
3085
IPG Photonics
IPGP
$3.64B
$4.07M ﹤0.01%
51,424
-8,550
QDF icon
3086
FlexShares Quality Dividend Index Fund
QDF
$2.04B
$4.06M ﹤0.01%
51,131
-6,520
CIVI icon
3087
Civitas Resources
CIVI
$2.31B
$4.06M ﹤0.01%
124,867
-340,598
WFC.PRL icon
3088
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.91B
$4.05M ﹤0.01%
3,280
ISMD icon
3089
Inspire Small/Mid Cap Impact ETF
ISMD
$252M
$4.04M ﹤0.01%
104,025
+76,411
GOVT icon
3090
iShares US Treasury Bond ETF
GOVT
$35B
$4.04M ﹤0.01%
174,563
-295,371
CERT icon
3091
Certara
CERT
$1.59B
$4.03M ﹤0.01%
329,892
+120,027
FLXR
3092
TCW Flexible Income ETF
FLXR
$2.54B
$4.03M ﹤0.01%
+101,246
BULL
3093
Webull Corp
BULL
$3.93B
$4.03M ﹤0.01%
272,217
+260,685
TSLI
3094
ProShares Ultra TSLA
TSLI
$5.23M
$4.02M ﹤0.01%
+100,000
LRGF icon
3095
iShares US Equity Factor ETF
LRGF
$3.07B
$4.01M ﹤0.01%
58,058
+25,425
GSBC icon
3096
Great Southern Bancorp
GSBC
$675M
$4.01M ﹤0.01%
65,432
+16,431
LGN
3097
Legence Corp
LGN
$3.05B
$4.01M ﹤0.01%
+130,068
SVCC
3098
Stellar V Capital Corp
SVCC
$224M
$4M ﹤0.01%
388,826
GOLD
3099
Gold.com Inc
GOLD
$1.06B
$4M ﹤0.01%
154,709
+137,126
WBI
3100
WaterBridge Infrastructure LLC
WBI
$1,000M
$4M ﹤0.01%
+158,500