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
OYSE
3201
Oyster Enterprises II Acquisition Corp
OYSE
$346M
$3.47M ﹤0.01%
+346,312
QUS icon
3202
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$3.46M ﹤0.01%
20,236
+9,573
SPIB icon
3203
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$3.46M ﹤0.01%
102,206
-1,406,892
NCDL icon
3204
Nuveen Churchill Direct Lending
NCDL
$665M
$3.46M ﹤0.01%
250,857
+100,117
FNX icon
3205
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.25B
$3.46M ﹤0.01%
27,593
+20,930
APO.PRA icon
3206
Apollo Global Management Series A
APO.PRA
$2.03B
$3.45M ﹤0.01%
+49,153
KFII
3207
K&F Growth Acquisition Corp II
KFII
$3.45M ﹤0.01%
338,085
HYFI icon
3208
AB High Yield ETF
HYFI
$311M
$3.45M ﹤0.01%
90,952
+84,253
PRTA icon
3209
Prothena Corp
PRTA
$538M
$3.45M ﹤0.01%
353,221
-175,102
GLDD icon
3210
Great Lakes Dredge & Dock
GLDD
$1.05B
$3.45M ﹤0.01%
287,386
-66,705
SMRT icon
3211
SmartRent
SMRT
$341M
$3.44M ﹤0.01%
2,436,889
-1,437,636
TOPT
3212
iShares Top 20 U.S. Stocks ETF
TOPT
$465M
$3.43M ﹤0.01%
112,736
-8,177
HCKT icon
3213
Hackett Group
HCKT
$493M
$3.42M ﹤0.01%
179,907
-123,366
JPLD icon
3214
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
$3.42M ﹤0.01%
+65,130
RWJ icon
3215
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.68B
$3.42M ﹤0.01%
70,747
+10,745
SRPT icon
3216
Sarepta Therapeutics
SRPT
$2.21B
$3.41M ﹤0.01%
177,151
-199,133
SLQD icon
3217
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$3.4M ﹤0.01%
66,962
+7,167
TR icon
3218
Tootsie Roll Industries
TR
$2.74B
$3.4M ﹤0.01%
81,111
+11,709
NYF icon
3219
iShares New York Muni Bond ETF
NYF
$1.1B
$3.39M ﹤0.01%
63,532
-9,846
USFR icon
3220
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$3.39M ﹤0.01%
67,352
-326,797
STUB
3221
StubHub Holdings
STUB
$5.08B
$3.38M ﹤0.01%
+200,677
VTWV icon
3222
Vanguard Russell 2000 Value ETF
VTWV
$939M
$3.38M ﹤0.01%
21,655
-1,009
KOF icon
3223
Coca-Cola Femsa
KOF
$22.4B
$3.37M ﹤0.01%
40,550
-76,321
RXST icon
3224
RxSight
RXST
$391M
$3.36M ﹤0.01%
373,547
+121,300
PCG.PRX
3225
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.25B
$3.34M ﹤0.01%
+84,936