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
CLMT icon
3351
Calumet Specialty Products
CLMT
$1.83B
$2.78M ﹤0.01%
152,488
+18,775
IBTI icon
3352
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.49B
$2.78M ﹤0.01%
124,256
-144,265
TGRT icon
3353
T. Rowe Price Growth ETF
TGRT
$992M
$2.78M ﹤0.01%
+63,619
ISCB icon
3354
iShares Morningstar Small-Cap ETF
ISCB
$265M
$2.77M ﹤0.01%
43,648
IWX icon
3355
iShares Russell Top 200 Value ETF
IWX
$3.79B
$2.75M ﹤0.01%
31,273
+15,689
MMI icon
3356
Marcus & Millichap
MMI
$1.03B
$2.75M ﹤0.01%
93,576
+4,646
CAFX
3357
Congress Intermediate Bond ETF
CAFX
$354M
$2.75M ﹤0.01%
+109,757
SLMT
3358
Brera Holdings
SLMT
$163M
$2.74M ﹤0.01%
+91,286
POWA icon
3359
Invesco Bloomberg Pricing Power ETF
POWA
$193M
$2.74M ﹤0.01%
30,219
+6,669
BNTC icon
3360
Benitec Biopharma
BNTC
$423M
$2.73M ﹤0.01%
194,363
+173,369
CTO
3361
CTO Realty Growth
CTO
$585M
$2.72M ﹤0.01%
166,827
+40,047
CNL
3362
Collective Mining Ltd
CNL
$1.53B
$2.72M ﹤0.01%
188,018
+13,819
KOPN icon
3363
Kopin
KOPN
$504M
$2.71M ﹤0.01%
1,117,215
+1,042,138
XDQQ icon
3364
Innovator Growth Accelerated ETF Quarterly
XDQQ
$60.1M
$2.71M ﹤0.01%
+71,559
TCBX icon
3365
Third Coast Bancshares
TCBX
$562M
$2.71M ﹤0.01%
71,246
-441
MSBI icon
3366
Midland States Bancorp
MSBI
$487M
$2.7M ﹤0.01%
157,797
-4,555
SPTS icon
3367
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.99B
$2.7M ﹤0.01%
92,136
+156
AVXL icon
3368
Anavex Life Sciences
AVXL
$470M
$2.7M ﹤0.01%
303,389
+9,609
BKSY icon
3369
BlackSky Technology
BKSY
$975M
$2.7M ﹤0.01%
133,990
-69,930
SARO
3370
StandardAero Inc
SARO
$11B
$2.7M ﹤0.01%
98,865
-861,998
UAA icon
3371
Under Armour
UAA
$2.69B
$2.7M ﹤0.01%
540,095
-326,542
CRMD icon
3372
CorMedix
CRMD
$573M
$2.68M ﹤0.01%
230,810
+34,209
DJCO icon
3373
Daily Journal
DJCO
$916M
$2.68M ﹤0.01%
5,766
+3,586
PLTA
3374
ProShares Ultra PLTR
PLTA
$5.61M
$2.68M ﹤0.01%
+80,000
XTN icon
3375
State Street SPDR S&P Transportation ETF
XTN
$248M
$2.67M ﹤0.01%
31,884
+1,936