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
CIVB icon
3926
Civista Bancshares
CIVB
$476M
$1.17M ﹤0.01%
57,636
+15,477
TGEN
3927
Tecogen Inc
TGEN
$130M
$1.17M ﹤0.01%
+132,762
CMF icon
3928
iShares California Muni Bond ETF
CMF
$3.88B
$1.17M ﹤0.01%
20,489
-80,393
PINE
3929
Alpine Income Property Trust
PINE
$258M
$1.17M ﹤0.01%
82,374
+5,321
NGS icon
3930
Natural Gas Services Group
NGS
$439M
$1.17M ﹤0.01%
41,690
+9,296
PSFE icon
3931
Paysafe
PSFE
$426M
$1.17M ﹤0.01%
90,315
+27,859
EGAN icon
3932
eGain
EGAN
$285M
$1.17M ﹤0.01%
133,902
+34,087
EGUS icon
3933
iShares ESG Aware MSCI USA Growth ETF
EGUS
$27.1M
$1.16M ﹤0.01%
22,537
FBLA
3934
FB Bancorp
FBLA
$210M
$1.16M ﹤0.01%
96,631
+23,374
TRC icon
3935
Tejon Ranch
TRC
$438M
$1.16M ﹤0.01%
72,505
+8,711
QUAD icon
3936
Quad
QUAD
$309M
$1.16M ﹤0.01%
185,078
+82,843
TPIF icon
3937
Timothy Plan International ETF
TPIF
$197M
$1.16M ﹤0.01%
+34,679
SUPV
3938
Grupo Supervielle
SUPV
$1.02B
$1.16M ﹤0.01%
233,824
+151,385
FRBA icon
3939
First Bank
FRBA
$419M
$1.16M ﹤0.01%
71,043
+833
BFIN
3940
DELISTED
BankFinancial
BFIN
$1.16M ﹤0.01%
96,084
+79,594
FLRT icon
3941
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$607M
$1.15M ﹤0.01%
+24,325
VTC icon
3942
Vanguard Total Corporate Bond ETF
VTC
$1.51B
$1.15M ﹤0.01%
14,680
CMPS
3943
Compass Pathways
CMPS
$688M
$1.15M ﹤0.01%
200,739
-44,154
WRD
3944
WeRide Inc
WRD
$3.02B
$1.14M ﹤0.01%
115,392
-116,062
EVC icon
3945
Entravision Communication
EVC
$288M
$1.13M ﹤0.01%
486,115
+59,499
CRD.A icon
3946
Crawford & Co Class A
CRD.A
$529M
$1.13M ﹤0.01%
105,720
+6,393
AVR
3947
Anteris Technologies
AVR
$266M
$1.13M ﹤0.01%
251,109
+174,453
ACTG icon
3948
Acacia Research
ACTG
$382M
$1.13M ﹤0.01%
347,638
+50,895
ACDC icon
3949
ProFrac Holding
ACDC
$913M
$1.13M ﹤0.01%
305,089
+80,873
IBDX icon
3950
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.55B
$1.13M ﹤0.01%
+44,048