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
GXC icon
3601
SPDR S&P China ETF
GXC
$517M
$1.92M ﹤0.01%
+18,296
HTFL
3602
Heartflow Inc
HTFL
$2.74B
$1.92M ﹤0.01%
+57,045
URG
3603
Ur-Energy
URG
$704M
$1.92M ﹤0.01%
1,072,352
-359,543
LGLV icon
3604
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$1.92M ﹤0.01%
10,749
-11
FVAL icon
3605
Fidelity Value Factor ETF
FVAL
$1.13B
$1.91M ﹤0.01%
27,791
-2,781
FXG icon
3606
First Trust Consumer Staples AlphaDEX Fund
FXG
$268M
$1.91M ﹤0.01%
30,501
+17,143
EIDO icon
3607
iShares MSCI Indonesia ETF
EIDO
$374M
$1.91M ﹤0.01%
108,830
+31,303
OFLX icon
3608
Omega Flex
OFLX
$337M
$1.91M ﹤0.01%
61,166
+15,259
NWPX icon
3609
NWPX Infrastructure Inc
NWPX
$647M
$1.91M ﹤0.01%
35,994
+12,890
CCNE icon
3610
CNB Financial Corp
CCNE
$799M
$1.9M ﹤0.01%
78,652
+36,238
SDVY icon
3611
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10B
$1.9M ﹤0.01%
50,000
-8,630
VIV icon
3612
Telefônica Brasil
VIV
$22.3B
$1.89M ﹤0.01%
148,428
-678,079
KFS icon
3613
Kingsway Financial Services
KFS
$377M
$1.89M ﹤0.01%
129,359
+44,480
PEB.PRE icon
3614
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$87.4M
$1.89M ﹤0.01%
93,555
-436
TIPT icon
3615
Tiptree Inc
TIPT
$655M
$1.89M ﹤0.01%
98,481
-18,904
RDWR icon
3616
Radware
RDWR
$1.07B
$1.88M ﹤0.01%
71,131
-25,863
MLPX icon
3617
Global X MLP & Energy Infrastructure ETF
MLPX
$2.78B
$1.88M ﹤0.01%
30,000
+26,594
FATE icon
3618
Fate Therapeutics
FATE
$140M
$1.87M ﹤0.01%
1,486,407
-1,025,269
IHS icon
3619
IHS Holding
IHS
$2.58B
$1.87M ﹤0.01%
273,503
+11,583
IEP icon
3620
Icahn Enterprises
IEP
$4.8B
$1.86M ﹤0.01%
221,194
+89,960
LILA icon
3621
Liberty Latin America Class A
LILA
$1.52B
$1.86M ﹤0.01%
224,566
-131,159
WF icon
3622
Woori Financial
WF
$15B
$1.85M ﹤0.01%
32,998
-8,850
GNMA icon
3623
iShares GNMA Bond ETF
GNMA
$404M
$1.85M ﹤0.01%
+41,757
MITK icon
3624
Mitek Systems
MITK
$487M
$1.85M ﹤0.01%
189,363
+34,275
IMCG icon
3625
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$1.85M ﹤0.01%
22,344