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
HYBX
3151
TCW High Yield Bond ETF
HYBX
$34.4M
$3.71M ﹤0.01%
+120,965
VEL icon
3152
Velocity Financial
VEL
$754M
$3.71M ﹤0.01%
204,538
-42,050
QCRH icon
3153
QCR Holdings
QCRH
$1.47B
$3.71M ﹤0.01%
48,984
-38,088
OPK icon
3154
Opko Health
OPK
$1.01B
$3.7M ﹤0.01%
2,386,535
-433,520
HSTM icon
3155
HealthStream
HSTM
$635M
$3.69M ﹤0.01%
130,654
+46,857
CVE.WS
3156
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
$3.69M ﹤0.01%
298,417
+7
LINC icon
3157
Lincoln Educational Services
LINC
$855M
$3.68M ﹤0.01%
156,721
+70,425
ARR
3158
Armour Residential REIT
ARR
$2.05B
$3.68M ﹤0.01%
246,246
-280,798
PSIX
3159
Power Solutions International
PSIX
$1.78B
$3.68M ﹤0.01%
37,452
-24,679
BCAX
3160
Bicara Therapeutics
BCAX
$917M
$3.68M ﹤0.01%
232,761
+80,904
LYTS icon
3161
LSI Industries
LYTS
$688M
$3.67M ﹤0.01%
155,493
+59,752
CLB icon
3162
Core Laboratories
CLB
$906M
$3.67M ﹤0.01%
296,594
+174,690
CLBT icon
3163
Cellebrite
CLBT
$3.88B
$3.66M ﹤0.01%
197,638
-144,003
RDW icon
3164
Redwire
RDW
$2.07B
$3.65M ﹤0.01%
405,638
+345,662
CGCT
3165
Cartesian Growth Corp III
CGCT
$353M
$3.65M ﹤0.01%
+362,963
BA.PRA
3166
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$9.17B
$3.64M ﹤0.01%
52,343
+32,343
CMPX icon
3167
Compass Therapeutics
CMPX
$1.05B
$3.64M ﹤0.01%
1,039,671
+923,323
KREF
3168
KKR Real Estate Finance Trust
KREF
$534M
$3.64M ﹤0.01%
404,060
+218,150
EWCZ icon
3169
European Wax Center
EWCZ
$171M
$3.63M ﹤0.01%
910,644
+121,138
AMBQ
3170
Ambiq Micro
AMBQ
$609M
$3.63M ﹤0.01%
+121,403
PDFS icon
3171
PDF Solutions
PDFS
$1.34B
$3.63M ﹤0.01%
140,508
+77,508
JBSS icon
3172
John B. Sanfilippo & Son
JBSS
$859M
$3.63M ﹤0.01%
56,427
-11,794
BILS icon
3173
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$3.61M ﹤0.01%
36,295
-25,569
CRSR icon
3174
Corsair Gaming
CRSR
$565M
$3.61M ﹤0.01%
404,424
-80,179
BBMC icon
3175
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.92B
$3.6M ﹤0.01%
34,643
-5,803