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
ODC icon
3126
Oil-Dri
ODC
$851M
$3.83M ﹤0.01%
62,693
-20,152
XRPN
3127
Armada Acquisition Corp II
XRPN
$324M
$3.82M ﹤0.01%
+366,348
IJJ icon
3128
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.38B
$3.81M ﹤0.01%
29,395
-70,394
ESQ icon
3129
Esquire Financial Holdings
ESQ
$925M
$3.81M ﹤0.01%
37,361
-3,108
MGC icon
3130
Vanguard Mega Cap 300 Index ETF
MGC
$9.9B
$3.81M ﹤0.01%
15,612
+24
NESR
3131
National Energy Services Reunited Corp
NESR
$2.06B
$3.8M ﹤0.01%
370,359
+312,712
MMTM icon
3132
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$207M
$3.8M ﹤0.01%
13,300
GTEN
3133
Gores Holdings X
GTEN
$463M
$3.79M ﹤0.01%
+371,652
DFNM icon
3134
Dimensional National Municipal Bond ETF
DFNM
$1.96B
$3.78M ﹤0.01%
+78,860
PALC icon
3135
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$245M
$3.78M ﹤0.01%
73,028
+30,640
JHLN
3136
John Hancock Global Senior Loan ETF
JHLN
$161M
$3.78M ﹤0.01%
+151,186
TBPH icon
3137
Theravance Biopharma
TBPH
$1.03B
$3.78M ﹤0.01%
258,648
+59,262
MFA
3138
MFA Financial
MFA
$1.02B
$3.77M ﹤0.01%
410,449
-374,461
TBLA icon
3139
Taboola.com
TBLA
$1.2B
$3.77M ﹤0.01%
1,105,178
+287,217
VPU icon
3140
Vanguard Utilities ETF
VPU
$7.87B
$3.76M ﹤0.01%
19,871
-20,871
UTEN icon
3141
US Treasury 10 Year Note ETF
UTEN
$254M
$3.74M ﹤0.01%
84,684
+27,104
PSNL icon
3142
Personalis
PSNL
$903M
$3.74M ﹤0.01%
573,981
+364,315
SMBK icon
3143
SmartFinancial
SMBK
$668M
$3.74M ﹤0.01%
104,680
+30,885
JACS
3144
Jackson Acquisition Co II
JACS
$310M
$3.74M ﹤0.01%
360,208
NHIC
3145
NewHold Investment Corp III
NHIC
$3.74M ﹤0.01%
366,990
MLCO icon
3146
Melco Resorts & Entertainment
MLCO
$2.48B
$3.73M ﹤0.01%
406,889
-4,609,375
PRAA icon
3147
PRA Group
PRAA
$621M
$3.72M ﹤0.01%
241,086
-28,226
RCAT icon
3148
Red Cat Holdings
RCAT
$1.92B
$3.72M ﹤0.01%
359,191
+122,494
NX icon
3149
Quanex
NX
$859M
$3.71M ﹤0.01%
261,114
+111,671
AMRC icon
3150
Ameresco
AMRC
$1.72B
$3.71M ﹤0.01%
110,551
-30,804