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
HDSN icon
3701
Hudson Technologies
HDSN
$312M
$1.63M ﹤0.01%
164,460
+47,804
CVRX icon
3702
CVRx
CVRX
$192M
$1.63M ﹤0.01%
202,057
+122,201
DON icon
3703
WisdomTree US MidCap Dividend Fund
DON
$3.84B
$1.63M ﹤0.01%
31,080
+15,545
IMTX icon
3704
Immatics
IMTX
$1.33B
$1.63M ﹤0.01%
190,759
-844,066
TATT icon
3705
TAT Technologies
TATT
$680M
$1.62M ﹤0.01%
36,877
-18,771
FVR
3706
FrontView REIT
FVR
$358M
$1.62M ﹤0.01%
118,156
-71,678
VTEX icon
3707
VTEX
VTEX
$597M
$1.62M ﹤0.01%
369,370
+344,643
OPRT icon
3708
Oportun Financial
OPRT
$253M
$1.62M ﹤0.01%
262,181
+100,661
PGAC
3709
Pantages Capital Acquisition Corp
PGAC
$115M
$1.61M ﹤0.01%
157,393
RBBN icon
3710
Ribbon Communications
RBBN
$477M
$1.61M ﹤0.01%
424,159
+181,448
SCHE icon
3711
Schwab Emerging Markets Equity ETF
SCHE
$12.1B
$1.61M ﹤0.01%
48,246
-249,514
ACES icon
3712
ALPS Clean Energy ETF
ACES
$119M
$1.6M ﹤0.01%
50,089
NRDS icon
3713
NerdWallet
NRDS
$929M
$1.6M ﹤0.01%
148,571
+2,752
ETY icon
3714
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.42B
$1.6M ﹤0.01%
100,319
+319
HCAT icon
3715
Health Catalyst
HCAT
$159M
$1.6M ﹤0.01%
559,652
+145,740
ONEW icon
3716
OneWater Marine
ONEW
$236M
$1.59M ﹤0.01%
100,510
+4,190
EDIT icon
3717
Editas Medicine
EDIT
$211M
$1.59M ﹤0.01%
458,276
-200,446
RAPT icon
3718
RAPT Therapeutics
RAPT
$1.67B
$1.59M ﹤0.01%
61,576
+39,310
YHNA
3719
YHN Acquisition I Ltd
YHNA
$82.8M
$1.59M ﹤0.01%
151,864
NNOX icon
3720
Nano X Imaging
NNOX
$216M
$1.59M ﹤0.01%
428,803
+318,923
CENT icon
3721
Central Garden & Pet Co
CENT
$2B
$1.58M ﹤0.01%
48,543
+25,692
FVN
3722
Future Vision II Acquisition Corp
FVN
$80M
$1.58M ﹤0.01%
150,887
CYRX icon
3723
CryoPort
CYRX
$520M
$1.57M ﹤0.01%
166,106
+58,585
BBBY
3724
Bed Bath & Beyond
BBBY
$473M
$1.57M ﹤0.01%
176,855
-667,937
COFS icon
3725
Choiceone Financial
COFS
$433M
$1.57M ﹤0.01%
54,304
+28,212