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
JIII
4051
Janus Henderson Income ETF
JIII
$149M
$929K ﹤0.01%
18,126
-392
FSFG icon
4052
First Savings Financial Group
FSFG
$227M
$926K ﹤0.01%
29,456
+9,353
IAGG icon
4053
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$924K ﹤0.01%
18,037
-35,991
MYO icon
4054
Myomo
MYO
$35.1M
$922K ﹤0.01%
1,033,577
+666,493
SSTI icon
4055
SoundThinking
SSTI
$94.1M
$919K ﹤0.01%
76,207
+16,696
DMLP icon
4056
Dorchester Minerals
DMLP
$1.19B
$919K ﹤0.01%
35,492
-16,273
PFIS icon
4057
Peoples Financial Services
PFIS
$506M
$916K ﹤0.01%
+18,834
WNEB icon
4058
Western New England Bancorp
WNEB
$261M
$915K ﹤0.01%
+76,158
EBMT icon
4059
Eagle Bancorp Montana
EBMT
$164M
$913K ﹤0.01%
52,858
+23,013
AVD icon
4060
American Vanguard Corp
AVD
$140M
$906K ﹤0.01%
157,762
-80,681
FTXH icon
4061
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$21.9M
$904K ﹤0.01%
31,702
-484
FLXS icon
4062
Flexsteel Industries
FLXS
$220M
$904K ﹤0.01%
19,508
-1,984
ACRE
4063
Ares Commercial Real Estate
ACRE
$267M
$904K ﹤0.01%
200,357
-166,046
TV icon
4064
Televisa
TV
$1.77B
$902K ﹤0.01%
335,491
-578,133
CHGG icon
4065
Chegg
CHGG
$84.7M
$902K ﹤0.01%
597,423
-208
RBB icon
4066
RBB Bancorp
RBB
$365M
$900K ﹤0.01%
47,985
+34,153
BMRC icon
4067
Bank of Marin Bancorp
BMRC
$425M
$898K ﹤0.01%
36,985
+2,860
TSPA icon
4068
T. Rowe Price US Equity Research ETF
TSPA
$2.16B
$898K ﹤0.01%
21,421
+10,537
LONZ icon
4069
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$480M
$898K ﹤0.01%
17,574
+10,128
TTAM
4070
Titan America SA
TTAM
$3.27B
$897K ﹤0.01%
60,064
+24,972
CHPG
4071
ChampionsGate Acquisition Corp
CHPG
$103M
$897K ﹤0.01%
+89,358
INSE icon
4072
Inspired Entertainment
INSE
$245M
$895K ﹤0.01%
95,441
+43,300
RISR icon
4073
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$184M
$895K ﹤0.01%
24,974
+8,000
NEWP
4074
New Pacific Metals
NEWP
$794M
$894K ﹤0.01%
330,050
+39,322
JMST icon
4075
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.75B
$893K ﹤0.01%
17,497
-4,023