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
FUNL icon
3901
CornerCap Fundametrics Large-Cap ETF
FUNL
$209M
$1.23M ﹤0.01%
26,601
-5,413
ILPT
3902
Industrial Logistics Properties Trust
ILPT
$373M
$1.23M ﹤0.01%
210,483
+48,955
RZLV
3903
Rezolve AI
RZLV
$1.25B
$1.22M ﹤0.01%
244,899
+233,591
PSQH icon
3904
PSQ Holdings
PSQH
$52.7M
$1.21M ﹤0.01%
+635,596
IPI icon
3905
Intrepid Potash
IPI
$470M
$1.21M ﹤0.01%
39,662
-28,251
QSEA
3906
Quartzsea Acquisition Corp
QSEA
$117M
$1.21M ﹤0.01%
119,661
PERI icon
3907
Perion Network
PERI
$375M
$1.21M ﹤0.01%
125,707
-40,419
RTAC
3908
Renatus Tactical Acquisition Corp I
RTAC
$336M
$1.21M ﹤0.01%
+110,588
AURA icon
3909
Aura Biosciences
AURA
$361M
$1.2M ﹤0.01%
194,943
-17,355
AVBC
3910
Avidia Bancorp
AVBC
$319M
$1.2M ﹤0.01%
+80,260
CAPN
3911
Cayson Acquisition Corp
CAPN
$83.9M
$1.2M ﹤0.01%
114,486
NRC icon
3912
National Research Corp
NRC
$477M
$1.2M ﹤0.01%
93,675
-2,942
EGHT icon
3913
8x8 Inc
EGHT
$233M
$1.19M ﹤0.01%
560,305
-188,991
ORN icon
3914
Orion Group Holdings
ORN
$487M
$1.19M ﹤0.01%
142,759
-53,371
SPAB icon
3915
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.01B
$1.19M ﹤0.01%
45,898
-123,370
PHI icon
3916
PLDT
PHI
$4.97B
$1.18M ﹤0.01%
63,350
-69,311
EXG icon
3917
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.95B
$1.18M ﹤0.01%
129,870
-12,491
RAFE icon
3918
PIMCO RAFI ESG US ETF
RAFE
$122M
$1.18M ﹤0.01%
29,015
+8,141
PHDG icon
3919
Invesco S&P 500 Downside Hedged ETF
PHDG
$66M
$1.18M ﹤0.01%
31,681
+40
MPB icon
3920
Mid Penn Bancorp
MPB
$755M
$1.18M ﹤0.01%
41,190
+16,004
FQAL icon
3921
Fidelity Quality Factor ETF
FQAL
$1.16B
$1.18M ﹤0.01%
15,778
-9,295
USCL icon
3922
iShares Climate Conscious & Transition MSCI USA ETF
USCL
$2.32B
$1.17M ﹤0.01%
14,999
+20
CZA icon
3923
Invesco Zacks Mid-Cap ETF
CZA
$187M
$1.17M ﹤0.01%
10,679
-14,629
TCHP icon
3924
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.75B
$1.17M ﹤0.01%
23,994
+16,065
VABS icon
3925
Virtus Newfleet ABS/MBS ETF
VABS
$82.5M
$1.17M ﹤0.01%
48,194
-336