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
RMR icon
3426
The RMR Group
RMR
$274M
$2.5M ﹤0.01%
159,159
+8,787
CVGW icon
3427
Calavo Growers
CVGW
$450M
$2.49M ﹤0.01%
96,848
+27,628
CCBG icon
3428
Capital City Bank Group
CCBG
$756M
$2.49M ﹤0.01%
59,576
+15,522
JQUA icon
3429
JPMorgan US Quality Factor ETF
JQUA
$7.71B
$2.49M ﹤0.01%
+39,561
XPOF icon
3430
Xponential Fitness
XPOF
$279M
$2.48M ﹤0.01%
318,961
-478,212
PGC icon
3431
Peapack-Gladstone Financial
PGC
$519M
$2.48M ﹤0.01%
89,676
+4,731
TDIV icon
3432
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.76B
$2.47M ﹤0.01%
+25,087
PUBM icon
3433
PubMatic
PUBM
$359M
$2.46M ﹤0.01%
296,503
-30,638
VTES icon
3434
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.61B
$2.45M ﹤0.01%
24,081
+5,572
IMNM icon
3435
Immunome
IMNM
$2.85B
$2.45M ﹤0.01%
208,946
-269,672
JYNT icon
3436
The Joint Corp
JYNT
$149M
$2.44M ﹤0.01%
255,727
-31,936
BWB icon
3437
Bridgewater Bancshares
BWB
$503M
$2.43M ﹤0.01%
138,089
+11,720
EQBK icon
3438
Equity Bancshares
EQBK
$956M
$2.43M ﹤0.01%
59,630
-24,793
CSR
3439
Centerspace
CSR
$1.07B
$2.43M ﹤0.01%
41,173
-30,107
GRPM icon
3440
Invesco S&P MidCap 400 GARP ETF
GRPM
$513M
$2.42M ﹤0.01%
20,104
-8,539
IHAK icon
3441
iShares Cybersecurity and Tech ETF
IHAK
$830M
$2.42M ﹤0.01%
46,314
-8,830
COIA
3442
ProShares Ultra COIN
COIA
$3.72M
$2.42M ﹤0.01%
+80,000
SANA icon
3443
Sana Biotechnology
SANA
$1.29B
$2.42M ﹤0.01%
682,092
+378,858
EVSB icon
3444
Eaton Vance Ultra-Short Income ETF
EVSB
$261M
$2.42M ﹤0.01%
47,496
-10,875
GHM icon
3445
Graham Corp
GHM
$826M
$2.42M ﹤0.01%
44,090
+12,598
GEMI
3446
Gemini Space Station
GEMI
$1.14B
$2.42M ﹤0.01%
+100,996
NVDB
3447
ProShares Ultra NVDA
NVDB
$11.5M
$2.42M ﹤0.01%
+80,000
PGEN icon
3448
Precigen
PGEN
$1.68B
$2.41M ﹤0.01%
733,487
+228,139
CALF icon
3449
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.62B
$2.41M ﹤0.01%
55,102
-10,095
PTF icon
3450
Invesco Dorsey Wright Technology Momentum ETF
PTF
$395M
$2.41M ﹤0.01%
32,189
+3,754