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
GNE icon
3751
Genie Energy
GNE
$370M
$1.52M ﹤0.01%
101,468
-34,173
PSTL
3752
Postal Realty Trust
PSTL
$474M
$1.52M ﹤0.01%
96,601
+33,000
PXJ icon
3753
Invesco Oil & Gas Services ETF
PXJ
$41.2M
$1.51M ﹤0.01%
55,455
+2,557
QTRX icon
3754
Quanterix
QTRX
$303M
$1.51M ﹤0.01%
278,075
+24,255
AGRO icon
3755
Adecoagro
AGRO
$1.26B
$1.51M ﹤0.01%
192,518
+158,438
BSCY
3756
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$413M
$1.51M ﹤0.01%
71,612
SNFCA icon
3757
Security National Financial
SNFCA
$230M
$1.5M ﹤0.01%
173,344
+128,996
MAMA icon
3758
Mama's Creations
MAMA
$600M
$1.5M ﹤0.01%
142,619
+41,453
CLMB icon
3759
Climb Global Solutions
CLMB
$548M
$1.5M ﹤0.01%
11,109
-835
BRY
3760
DELISTED
Berry Corp
BRY
$1.5M ﹤0.01%
396,090
+113,113
RSPH icon
3761
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$780M
$1.5M ﹤0.01%
50,908
+11,127
ALLO icon
3762
Allogene Therapeutics
ALLO
$387M
$1.49M ﹤0.01%
1,203,708
-4,299,433
RR icon
3763
Richtech Robotics
RR
$888M
$1.49M ﹤0.01%
346,498
+263,693
IBD icon
3764
Inspire Corporate Bond ETF
IBD
$468M
$1.49M ﹤0.01%
61,544
+49,000
OLPX icon
3765
Olaplex Holdings
OLPX
$1.04B
$1.48M ﹤0.01%
1,132,513
+498,594
IMCV icon
3766
iShares Morningstar Mid-Cap Value ETF
IMCV
$947M
$1.48M ﹤0.01%
+18,455
DYNF icon
3767
BlackRock US Equity Factor Rotation ETF
DYNF
$31.5B
$1.48M ﹤0.01%
25,033
+16
OLP
3768
One Liberty Properties
OLP
$456M
$1.48M ﹤0.01%
66,981
+27,422
LBRDA icon
3769
Liberty Broadband Class A
LBRDA
$6.39B
$1.48M ﹤0.01%
23,335
-15,979
CMRC
3770
Commerce.com Inc Series 1
CMRC
$266M
$1.47M ﹤0.01%
295,551
+16,273
VUZI icon
3771
Vuzix
VUZI
$239M
$1.47M ﹤0.01%
470,888
-398,846
BF.A icon
3772
Brown-Forman Class A
BF.A
$12.9B
$1.47M ﹤0.01%
54,669
+7,074
RLGT icon
3773
Radiant Logistics
RLGT
$303M
$1.47M ﹤0.01%
248,959
+75,218
XITK icon
3774
State Street SPDR FactSet Innovative Technology ETF
XITK
$74M
$1.47M ﹤0.01%
7,710
+2,149
STRT icon
3775
STRATTEC Security
STRT
$333M
$1.47M ﹤0.01%
21,563
+6,484