Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.35%
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 +$4B
2 +$1.99B
3 +$1.97B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.83B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Top Sells

1 +$1.57B
2 +$1.51B
3 +$1.47B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02B
5
MDT icon
Medtronic
MDT
+$871M

Sector Composition

1 Technology 25.28%
2 Financials 10.87%
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
JSI icon
3651
Janus Henderson Securitized Income ETF
JSI
$1.51B
$1.76M ﹤0.01%
+33,663
RRGB icon
3652
Red Robin
RRGB
$69.1M
$1.76M ﹤0.01%
256,166
+60,477
LEGT
3653
Legato Merger Corp III
LEGT
$288M
$1.75M ﹤0.01%
163,288
SPFI icon
3654
South Plains Financial
SPFI
$717M
$1.75M ﹤0.01%
45,281
+27,659
BNED icon
3655
Barnes & Noble Education
BNED
$345M
$1.74M ﹤0.01%
175,332
+36,024
IIIV icon
3656
i3 Verticals
IIIV
$494M
$1.74M ﹤0.01%
53,466
-17,537
RSPF icon
3657
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$279M
$1.73M ﹤0.01%
22,301
-2,039
RTH icon
3658
VanEck Retail ETF
RTH
$264M
$1.73M ﹤0.01%
6,882
-3,788
MG icon
3659
Mistras Group
MG
$599M
$1.73M ﹤0.01%
175,331
+119,826
TWO
3660
Two Harbors Investment
TWO
$1.16B
$1.72M ﹤0.01%
174,372
-5,337
KMTS
3661
Kestra Medical Technologies
KMTS
$1.26B
$1.72M ﹤0.01%
72,322
+56,492
LXFR icon
3662
Luxfer Holdings
LXFR
$354M
$1.72M ﹤0.01%
123,398
-727
NLOP
3663
Net Lease Office Properties
NLOP
$196M
$1.71M ﹤0.01%
57,819
+23,979
FNLC icon
3664
First Bancorp
FNLC
$331M
$1.71M ﹤0.01%
65,264
+21,360
FFTY icon
3665
Innovator IBD 50 ETF
FFTY
$83.7M
$1.71M ﹤0.01%
+45,785
BBRE icon
3666
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.11B
$1.71M ﹤0.01%
17,911
-8,342
BATRA icon
3667
Atlanta Braves Holdings Series A
BATRA
$3.43B
$1.71M ﹤0.01%
37,578
+4,329
EJUL icon
3668
Innovator Emerging Markets Power Buffer ETF July
EJUL
$140M
$1.71M ﹤0.01%
+58,932
SLP icon
3669
Simulations Plus
SLP
$300M
$1.7M ﹤0.01%
113,021
+12,072
INVX
3670
Innovex International
INVX
$1.93B
$1.7M ﹤0.01%
91,839
+45,659
ABEO icon
3671
Abeona Therapeutics
ABEO
$306M
$1.7M ﹤0.01%
322,431
+185,285
BDTX icon
3672
Black Diamond Therapeutics
BDTX
$155M
$1.7M ﹤0.01%
449,018
+98,374
ICF icon
3673
iShares Select U.S. REIT ETF
ICF
$2.09B
$1.7M ﹤0.01%
27,585
-340
UHAL icon
3674
U-Haul Holding Co
UHAL
$9.99B
$1.7M ﹤0.01%
29,782
+11,269
SKIL icon
3675
Skillsoft
SKIL
$61.6M
$1.7M ﹤0.01%
130,537
+894