Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FACT
3101
FACT II Acquisition Corp
FACT
$257M
$4.4M ﹤0.01%
422,388
+28
DGRW icon
3102
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$4.38M ﹤0.01%
49,025
-123,059
VCR icon
3103
Vanguard Consumer Discretionary ETF
VCR
$6.06B
$4.35M ﹤0.01%
11,053
-182
ILCB icon
3104
iShares Morningstar US Equity ETF
ILCB
$1.21B
$4.35M ﹤0.01%
46,099
-29,146
HNRG icon
3105
Hallador Energy
HNRG
$729M
$4.34M ﹤0.01%
228,028
-47,635
MLAB icon
3106
Mesa Laboratories
MLAB
$543M
$4.34M ﹤0.01%
55,268
+13,487
WSC icon
3107
WillScot Mobile Mini Holdings
WSC
$4.12B
$4.33M ﹤0.01%
230,198
-329,666
AMTB icon
3108
Amerant Bancorp
AMTB
$960M
$4.33M ﹤0.01%
221,979
-384,617
PRGO icon
3109
Perrigo
PRGO
$1.58B
$4.32M ﹤0.01%
310,255
-266,492
BAI
3110
iShares A.I. Innovation and Tech Active ETF
BAI
$12.5B
$4.31M ﹤0.01%
129,425
+122,476
PTL icon
3111
Inspire 500 ETF
PTL
$775M
$4.31M ﹤0.01%
17,364
+8,868
PCT icon
3112
PureCycle Technologies
PCT
$1.28B
$4.3M ﹤0.01%
500,351
-597,512
IRWD icon
3113
Ironwood Pharmaceuticals
IRWD
$685M
$4.3M ﹤0.01%
1,275,315
+190,948
VPG icon
3114
Vishay Precision Group
VPG
$779M
$4.29M ﹤0.01%
111,515
+39,983
HTFL
3115
Heartflow Inc
HTFL
$2.72B
$4.29M ﹤0.01%
147,195
+90,150
RAC
3116
Rithm Acquisition Corp
RAC
$306M
$4.28M ﹤0.01%
412,062
GDRX icon
3117
GoodRx Holdings
GDRX
$795M
$4.28M ﹤0.01%
1,579,274
+305,593
ALLT icon
3118
Allot
ALLT
$349M
$4.27M ﹤0.01%
434,824
-50,859
EWCZ icon
3119
European Wax Center
EWCZ
$257M
$4.27M ﹤0.01%
1,186,946
+276,302
IXJ icon
3120
iShares Global Healthcare ETF
IXJ
$3.57B
$4.27M ﹤0.01%
43,845
-9,170
MH
3121
McGraw Hill
MH
$2.39B
$4.27M ﹤0.01%
258,743
-296,037
CRVS icon
3122
Corvus Pharmaceuticals
CRVS
$1.31B
$4.26M ﹤0.01%
553,327
+107,657
SDHI
3123
Siddhi Acquisition Corp
SDHI
$361M
$4.25M ﹤0.01%
413,012
+25
FTEC icon
3124
Fidelity MSCI Information Technology Index ETF
FTEC
$17.8B
$4.23M ﹤0.01%
18,826
+3,126
GRDN
3125
Guardian Pharmacy Services
GRDN
$2.44B
$4.22M ﹤0.01%
140,180
+6,109