Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHPT icon
4001
ChargePoint
CHPT
$166M
$1.19M ﹤0.01%
179,686
+108,722
GSSC icon
4002
GS ActiveBeta US Small Cap Equity ETF
GSSC
$953M
$1.19M ﹤0.01%
15,761
+3,355
VYGR icon
4003
Voyager Therapeutics
VYGR
$226M
$1.19M ﹤0.01%
303,133
+5,560
CFBK icon
4004
CF Bankshares
CFBK
$191M
$1.19M ﹤0.01%
47,685
+4,121
VENU
4005
Venu Holding Corp
VENU
$241M
$1.19M ﹤0.01%
+141,070
CMTG icon
4006
Claros Mortgage Trust
CMTG
$366M
$1.19M ﹤0.01%
387,685
-49,459
AVTX icon
4007
Avalo Therapeutics
AVTX
$317M
$1.19M ﹤0.01%
+65,313
BBOT
4008
BridgeBio Oncology
BBOT
$703M
$1.19M ﹤0.01%
+94,651
PHDG icon
4009
Invesco S&P 500 Downside Hedged ETF
PHDG
$64.6M
$1.18M ﹤0.01%
31,641
-40
ASMB icon
4010
Assembly Biosciences
ASMB
$443M
$1.18M ﹤0.01%
34,794
+17,138
KMDA icon
4011
Kamada
KMDA
$478M
$1.18M ﹤0.01%
167,521
+50,608
ASIC
4012
Ategrity Specialty Insurance
ASIC
$988M
$1.18M ﹤0.01%
56,284
+20,426
KELYA icon
4013
Kelly Services Class A
KELYA
$329M
$1.18M ﹤0.01%
134,193
-92,983
ACIC icon
4014
American Coastal Insurance
ACIC
$581M
$1.18M ﹤0.01%
93,452
+3,715
EGUS icon
4015
iShares ESG Aware MSCI USA Growth ETF
EGUS
$26.2M
$1.18M ﹤0.01%
22,294
-243
LDI icon
4016
loanDepot
LDI
$839M
$1.18M ﹤0.01%
569,479
+63,810
ONTF
4017
DELISTED
ON24
ONTF
$1.18M ﹤0.01%
148,061
+9,813
GSIT icon
4018
GSI Technology
GSIT
$260M
$1.18M ﹤0.01%
189,579
+92,185
CRD.A icon
4019
Crawford & Co Class A
CRD.A
$530M
$1.17M ﹤0.01%
104,328
-1,392
ONEW icon
4020
OneWater Marine
ONEW
$188M
$1.17M ﹤0.01%
108,292
+7,782
NZF icon
4021
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$1.17M ﹤0.01%
93,101
+3,901
ORBS
4022
Eightco Holdings
ORBS
$328M
$1.17M ﹤0.01%
+676,712
CDXS icon
4023
Codexis
CDXS
$241M
$1.17M ﹤0.01%
718,109
-6,146
USCB icon
4024
USCB Financial Holdings
USCB
$349M
$1.17M ﹤0.01%
63,406
+6,809
BSVN icon
4025
Bank7 Corp
BSVN
$416M
$1.17M ﹤0.01%
28,471
+6,985