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
EVHY icon
3976
Eaton Vance High Yield ETF
EVHY
$34.6M
$1.04M ﹤0.01%
+19,624
PBTP icon
3977
Invesco 0-5 Yr US TIPS ETF
PBTP
$68.3M
$1.04M ﹤0.01%
39,934
+485
CFBK icon
3978
CF Bankshares
CFBK
$185M
$1.04M ﹤0.01%
43,564
+33,409
DDL
3979
Dingdong
DDL
$605M
$1.04M ﹤0.01%
503,344
+6,862
FDMO icon
3980
Fidelity Momentum Factor ETF
FDMO
$631M
$1.04M ﹤0.01%
12,526
-32,170
MVBF icon
3981
MVB Financial
MVBF
$354M
$1.04M ﹤0.01%
41,433
-3,377
FDBC icon
3982
Fidelity D&D Bancorp
FDBC
$254M
$1.04M ﹤0.01%
23,620
+6,991
GSL icon
3983
Global Ship Lease
GSL
$1.29B
$1.03M ﹤0.01%
33,656
+25,192
ARKW icon
3984
ARK Web x.0 ETF
ARKW
$2.04B
$1.03M ﹤0.01%
5,884
EB icon
3985
Eventbrite
EB
$439M
$1.02M ﹤0.01%
406,673
-89,846
OPBK icon
3986
OP Bancorp
OPBK
$207M
$1.02M ﹤0.01%
73,519
+27,720
ACIC icon
3987
American Coastal Insurance
ACIC
$539M
$1.02M ﹤0.01%
89,737
-27,937
CCCC icon
3988
C4 Therapeutics
CCCC
$208M
$1.02M ﹤0.01%
459,893
-420,365
USCA icon
3989
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$2.92B
$1.02M ﹤0.01%
24,745
-16,233
MRBK icon
3990
Meridian
MRBK
$211M
$1.02M ﹤0.01%
64,424
+38,925
GCAL
3991
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$143M
$1.02M ﹤0.01%
20,042
-58,185
KRT icon
3992
Karat Packaging
KRT
$496M
$1.02M ﹤0.01%
40,263
-3,419
OVLY icon
3993
Oak Valley Bancorp
OVLY
$270M
$1.01M ﹤0.01%
35,912
+21,293
BZUN
3994
Baozun
BZUN
$162M
$1.01M ﹤0.01%
249,602
+165,214
ENGN icon
3995
enGene Holdings
ENGN
$815M
$1.01M ﹤0.01%
147,602
-751,484
OM icon
3996
Outset Medical
OM
$92.8M
$1.01M ﹤0.01%
71,330
-20,792
SMLV icon
3997
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$211M
$1.01M ﹤0.01%
7,762
+60
SCHY icon
3998
Schwab International Dividend Equity ETF
SCHY
$1.8B
$1M ﹤0.01%
35,828
+20,870
JCPI icon
3999
JPMorgan Inflation Managed Bond ETF
JCPI
$810M
$1M ﹤0.01%
+20,514
BBU
4000
Brookfield Business Partners
BBU
$3.12B
$1M ﹤0.01%
30,677
+17,125