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
GSHR
3401
Gesher Acquisition Corp II
GSHR
$2.61M ﹤0.01%
257,046
MRTN icon
3402
Marten Transport
MRTN
$1.03B
$2.61M ﹤0.01%
244,677
+2,487
MLTX icon
3403
MoonLake Immunotherapeutics
MLTX
$1.12B
$2.6M ﹤0.01%
362,871
-912,698
EFIV icon
3404
State Street SPDR S&P 500 ESG ETF
EFIV
$1.16B
$2.6M ﹤0.01%
40,883
+12,398
SNDL icon
3405
Sundial Growers
SNDL
$422M
$2.6M ﹤0.01%
969,573
+841,076
VAW icon
3406
Vanguard Materials ETF
VAW
$3.15B
$2.6M ﹤0.01%
12,675
-2,642
TSSI
3407
TSS Inc
TSSI
$323M
$2.59M ﹤0.01%
143,145
+44,615
GDEN icon
3408
Golden Entertainment
GDEN
$722M
$2.59M ﹤0.01%
109,915
+16,708
BRLN icon
3409
BlackRock Floating Rate Loan ETF
BRLN
$59.6M
$2.59M ﹤0.01%
49,658
-1,206
EUSA icon
3410
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
$2.58M ﹤0.01%
25,043
-58,140
GPIX icon
3411
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.84B
$2.58M ﹤0.01%
49,348
+14,491
GEVO icon
3412
Gevo
GEVO
$531M
$2.57M ﹤0.01%
1,311,139
+445,758
AUDC icon
3413
AudioCodes
AUDC
$239M
$2.56M ﹤0.01%
269,078
+246,555
GOVZ icon
3414
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$325M
$2.56M ﹤0.01%
263,159
+206,937
ITIC icon
3415
Investors Title Co
ITIC
$477M
$2.56M ﹤0.01%
9,551
+2,412
FBDC
3416
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$39.1M
$2.55M ﹤0.01%
129,110
+124,878
BCML icon
3417
BayCom
BCML
$318M
$2.55M ﹤0.01%
88,684
+2,746
MSDL icon
3418
Morgan Stanley Direct Lending Fund
MSDL
$1.42B
$2.54M ﹤0.01%
157,866
+119,500
CLFD icon
3419
Clearfield
CLFD
$426M
$2.54M ﹤0.01%
73,796
+24,765
CMCL icon
3420
Caledonia Mining Corp
CMCL
$606M
$2.53M ﹤0.01%
69,864
+16,451
MULT
3421
Franklin Multisector Income ETF
MULT
$15.2M
$2.53M ﹤0.01%
+100,000
FBIZ icon
3422
First Business Financial Services
FBIZ
$472M
$2.53M ﹤0.01%
49,312
+16,007
VYMI icon
3423
Vanguard International High Dividend Yield ETF
VYMI
$15.5B
$2.53M ﹤0.01%
29,828
+15,230
BFST icon
3424
Business First Bancshares
BFST
$894M
$2.52M ﹤0.01%
106,907
+36,028
KRP icon
3425
Kimbell Royalty Partners
KRP
$1.2B
$2.52M ﹤0.01%
186,901
-112,959