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
WSBF icon
3376
Waterstone Financial
WSBF
$326M
$2.67M ﹤0.01%
171,254
+48,197
RDAG
3377
Republic Digital Acquisition Co
RDAG
$384M
$2.67M ﹤0.01%
+261,370
ARCT icon
3378
Arcturus Therapeutics
ARCT
$214M
$2.67M ﹤0.01%
144,728
-475,529
TECB icon
3379
iShares US Tech Breakthrough Multisector ETF
TECB
$438M
$2.67M ﹤0.01%
44,167
+34,112
SPYX icon
3380
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.52B
$2.66M ﹤0.01%
48,540
+18,787
IDGT icon
3381
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$138M
$2.66M ﹤0.01%
30,695
-15,261
BWMN icon
3382
Bowman Consulting
BWMN
$624M
$2.66M ﹤0.01%
62,831
+29,786
GABC icon
3383
German American Bancorp
GABC
$1.51B
$2.66M ﹤0.01%
67,757
+31,643
AMCX icon
3384
AMC Networks
AMCX
$346M
$2.66M ﹤0.01%
322,739
+62,311
DTD icon
3385
WisdomTree US Total Dividend Fund
DTD
$1.5B
$2.65M ﹤0.01%
31,574
-5,701
CLOV icon
3386
Clover Health Investments
CLOV
$1.34B
$2.65M ﹤0.01%
866,410
-1,494,774
CHCT
3387
Community Healthcare Trust
CHCT
$484M
$2.65M ﹤0.01%
173,233
-111,910
GSEW icon
3388
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.57B
$2.64M ﹤0.01%
31,070
+6
NWL icon
3389
Newell Brands
NWL
$1.81B
$2.64M ﹤0.01%
503,824
-629,071
CODI icon
3390
Compass Diversified
CODI
$459M
$2.64M ﹤0.01%
398,462
+238,988
FTK icon
3391
Flotek Industries
FTK
$528M
$2.64M ﹤0.01%
180,556
+130,820
AHCO icon
3392
AdaptHealth
AHCO
$1.37B
$2.63M ﹤0.01%
293,794
-130,210
BVS icon
3393
Bioventus
BVS
$537M
$2.63M ﹤0.01%
392,400
+255,769
FMAT icon
3394
Fidelity MSCI Materials Index ETF
FMAT
$509M
$2.62M ﹤0.01%
50,000
YORW icon
3395
York Water
YORW
$479M
$2.62M ﹤0.01%
86,061
+8,353
GVIP icon
3396
Goldman Sachs Hedge Industry VIP ETF
GVIP
$464M
$2.62M ﹤0.01%
17,075
+12,341
SNWV
3397
SANUWAVE Health Inc
SNWV
$228M
$2.62M ﹤0.01%
+69,790
MBIN icon
3398
Merchants Bancorp
MBIN
$1.6B
$2.61M ﹤0.01%
82,149
+919
TWFG
3399
TWFG Inc
TWFG
$388M
$2.61M ﹤0.01%
95,139
+27,351
TLS icon
3400
Telos
TLS
$423M
$2.61M ﹤0.01%
381,451
-161,292