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
IMCB icon
3176
iShares Morningstar Mid-Cap ETF
IMCB
$1.46B
$3.6M ﹤0.01%
43,380
PTRN
3177
Pattern Group Inc
PTRN
$2.51B
$3.6M ﹤0.01%
+262,593
PEBO icon
3178
Peoples Bancorp
PEBO
$1.12B
$3.6M ﹤0.01%
119,932
+1,032
CXT icon
3179
Crane NXT
CXT
$2.93B
$3.58M ﹤0.01%
53,331
-64,807
GCO icon
3180
Genesco
GCO
$366M
$3.58M ﹤0.01%
123,377
+10,235
DIN icon
3181
Dine Brands
DIN
$507M
$3.56M ﹤0.01%
144,194
-57,226
INTR icon
3182
Inter&Co
INTR
$4.1B
$3.56M ﹤0.01%
386,093
-2,222,388
LU icon
3183
Lufax Holding
LU
$2.31B
$3.56M ﹤0.01%
876,804
-120,705
TX icon
3184
Ternium
TX
$8.6B
$3.55M ﹤0.01%
102,107
+51,344
UTL icon
3185
Unitil
UTL
$880M
$3.54M ﹤0.01%
74,025
+17,270
NAGE
3186
Niagen Bioscience
NAGE
$480M
$3.53M ﹤0.01%
378,626
+197,200
MCHB
3187
Mechanics Bancorp
MCHB
$3.25B
$3.53M ﹤0.01%
265,144
+7,712
CSV icon
3188
Carriage Services
CSV
$676M
$3.52M ﹤0.01%
79,034
+28,243
FERA
3189
Fifth Era Acquisition Corp I
FERA
$3.52M ﹤0.01%
346,362
GRDN
3190
Guardian Pharmacy Services
GRDN
$1.93B
$3.52M ﹤0.01%
134,071
+116,483
ATEX icon
3191
Anterix
ATEX
$446M
$3.51M ﹤0.01%
163,452
+74,595
PLMK
3192
Plum Acquisition Corp IV
PLMK
$255M
$3.5M ﹤0.01%
339,570
NOMD icon
3193
Nomad Foods
NOMD
$1.75B
$3.5M ﹤0.01%
266,384
+197,970
CCO icon
3194
Clear Channel Outdoor Holdings
CCO
$1.02B
$3.5M ﹤0.01%
2,216,859
+523,350
INGN icon
3195
Inogen
INGN
$164M
$3.5M ﹤0.01%
428,313
+174,948
ORRF icon
3196
Orrstown Financial Services
ORRF
$706M
$3.5M ﹤0.01%
102,967
+41,003
XTL icon
3197
State Street SPDR S&P Telecom ETF
XTL
$237M
$3.5M ﹤0.01%
25,002
-25,193
FTEC icon
3198
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$3.49M ﹤0.01%
15,700
FRPH icon
3199
FRP Holdings
FRPH
$451M
$3.48M ﹤0.01%
143,035
+13,403
AEHR icon
3200
Aehr Test Systems
AEHR
$859M
$3.48M ﹤0.01%
115,566
-15,401