Goldman Sachs Portfolio holdings
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.
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$1.21B |
| 2 |
Apple
AAPL
|
$1.14B |
| 3 |
Broadcom
AVGO
|
$923M |
| 4 |
UnitedHealth
UNH
|
$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.25B |
| 3 |
Royal Bank of Canada
RY
|
$1.12B |
| 4 |
TC Energy
TRP
|
$1.09B |
| 5 |
Amazon
AMZN
|
$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ameren
AEE
$27.2B
| $238M | 0.04% |
2,673,256
+125,446
| +5% | +$11.2M |
|
|
ETHA
377
iShares Ethereum Trust ETF
ETHA
$2.51B
| $236M | 0.04% |
+9,312,244
| New | +$236M |
|
378
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $235M | 0.04% |
1,136,848
+918,518
| +421% | +$190M |
|
379
Johnson Controls International
JCI
$69.5B
| $235M | 0.04% |
2,979,699
-265,246
| -8% | -$20.9M |
|
380
Agilent Technologies
A
$36.5B
| $235M | 0.04% |
1,747,854
-285,795
| -14% | -$38.4M |
|
|
FETH
381
Fidelity Ethereum Fund
FETH
$1.82B
| $235M | 0.04% |
7,024,747
+6,924,747
| +6,925% | +$231M |
|
382
PG&E
PCG
$33.2B
| $233M | 0.04% |
11,558,350
+1,012,897
| +10% | +$20.4M |
|
383
Brown & Brown
BRO
$31.3B
| $232M | 0.04% |
2,272,136
-1,873,317
| -45% | -$191M |
|
384
HSBC
HSBC
$227B
| $231M | 0.04% |
4,673,348
-114,994
| -2% | -$5.69M |
|
385
Exelon
EXC
$43.9B
| $229M | 0.04% |
6,093,081
+1,701,109
| +39% | +$64M |
|
386
American Water Works
AWK
$28B
| $229M | 0.04% |
1,838,430
-606,575
| -25% | -$75.5M |
|
387
MetLife
MET
$52.9B
| $229M | 0.04% |
2,794,352
+245,903
| +10% | +$20.1M |
|
388
MSCI
MSCI
$42.9B
| $226M | 0.04% |
376,624
-110,918
| -23% | -$66.6M |
|
389
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| $226M | 0.04% |
4,760,737
-84,687
| -2% | -$4.01M |
|
390
Novartis
NVS
$251B
| $222M | 0.04% |
2,283,233
-1,202,998
| -35% | -$117M |
|
391
Garmin
GRMN
$45.7B
| $221M | 0.03% |
1,071,139
+104,113
| +11% | +$21.5M |
|
392
Air Products & Chemicals
APD
$64.5B
| $218M | 0.03% |
753,172
-758,947
| -50% | -$220M |
|
393
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $218M | 0.03% |
3,595,144
+343,419
| +11% | +$20.9M |
|
394
Ferrovial SE
FER
$40B
| $218M | 0.03% |
5,191,554
+3,659,482
| +239% | +$154M |
|
395
Kimberly-Clark
KMB
$43.1B
| $218M | 0.03% |
1,663,461
-479,582
| -22% | -$62.8M |
|
396
Strategy Inc Common Stock Class A
MSTR
$95.2B
| $216M | 0.03% |
744,471
-88,535
| -11% | -$25.6M |
|
397
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $215M | 0.03% |
2,432,651
-88,801
| -4% | -$7.85M |
|
398
Darden Restaurants
DRI
$24.5B
| $213M | 0.03% |
1,143,009
+146,322
| +15% | +$27.3M |
|
399
Roblox
RBLX
$88.5B
| $213M | 0.03% |
3,685,921
-2,846,543
| -44% | -$165M |
|
400
Universal Health Services
UHS
$12.1B
| $213M | 0.03% |
1,185,641
-132,859
| -10% | -$23.8M |
|