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
ALT icon
3526
Altimmune
ALT
$574M
$2.12M ﹤0.01%
562,257
+63,019
PTL icon
3527
Inspire 500 ETF
PTL
$642M
$2.12M ﹤0.01%
8,496
+6,537
FCTR icon
3528
First Trust Lunt US Factor Rotation ETF
FCTR
$56.3M
$2.11M ﹤0.01%
59,437
+5,086
DGICA icon
3529
Donegal Group Class A
DGICA
$671M
$2.11M ﹤0.01%
108,654
-139
WLFC icon
3530
Willis Lease Finance
WLFC
$1.27B
$2.1M ﹤0.01%
15,342
+3,124
IX icon
3531
ORIX
IX
$33.5B
$2.09M ﹤0.01%
80,200
-16,348
TDTF icon
3532
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$955M
$2.09M ﹤0.01%
+86,299
PCAP
3533
ProCap Acquisition Corp
PCAP
$323M
$2.09M ﹤0.01%
+203,900
COPL
3534
Copley Acquisition Corp
COPL
$244M
$2.09M ﹤0.01%
+206,806
MBI icon
3535
MBIA
MBI
$329M
$2.09M ﹤0.01%
280,622
+75,583
EWZS icon
3536
iShares MSCI Brazil Small-Cap ETF
EWZS
$215M
$2.08M ﹤0.01%
150,000
IPOD
3537
Dune Acquisition Corp II
IPOD
$2.08M ﹤0.01%
+206,104
QLC icon
3538
FlexShares US Quality Large Cap Index Fund
QLC
$743M
$2.08M ﹤0.01%
26,715
-5,643
GRNT icon
3539
Granite Ridge Resources
GRNT
$604M
$2.08M ﹤0.01%
384,754
+192,589
MUU
3540
Direxion Daily MU Bull 2X Shares
MUU
$945M
$2.07M ﹤0.01%
50,000
INCR
3541
Intercure
INCR
$51M
$2.07M ﹤0.01%
+1,262,726
ARES.PRB
3542
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.47B
$2.07M ﹤0.01%
+41,647
GOOD
3543
Gladstone Commercial Corp
GOOD
$552M
$2.06M ﹤0.01%
167,565
+9,311
AROW icon
3544
Arrow Financial
AROW
$538M
$2.06M ﹤0.01%
72,725
+32,701
PAM icon
3545
Pampa Energía
PAM
$4.52B
$2.05M ﹤0.01%
34,202
+23,026
CIBR icon
3546
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
$2.05M ﹤0.01%
27,020
-5,212
CHAR
3547
Charlton Aria Acquisition Corp
CHAR
$115M
$2.05M ﹤0.01%
197,511
API
3548
Agora
API
$416M
$2.05M ﹤0.01%
535,552
+372,464
VLGEA icon
3549
Village Super Market
VLGEA
$519M
$2.04M ﹤0.01%
54,655
+17,758
CLVT icon
3550
Clarivate
CLVT
$1.89B
$2.04M ﹤0.01%
532,399
-719,656