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
CWBC
4101
Community West Bancshares
CWBC
$457M
$864K ﹤0.01%
41,472
+3,402
FSTR icon
4102
Foster
FSTR
$303M
$864K ﹤0.01%
32,065
+13,189
EVTL icon
4103
Vertical Aerospace
EVTL
$552M
$864K ﹤0.01%
166,484
+106,184
PFRL icon
4104
PGIM Floating Rate Income ETF
PFRL
$106M
$864K ﹤0.01%
17,230
-6,724
TE
4105
T1 Energy Inc
TE
$1.81B
$862K ﹤0.01%
395,239
+203,173
TRUE
4106
DELISTED
TrueCar
TRUE
$858K ﹤0.01%
466,421
+120,944
LEGH icon
4107
Legacy Housing
LEGH
$521M
$858K ﹤0.01%
31,190
-14,710
CRNT icon
4108
Ceragon Networks
CRNT
$206M
$857K ﹤0.01%
367,753
+114,725
PCYO icon
4109
Pure Cycle
PCYO
$285M
$855K ﹤0.01%
77,262
-6,654
PKBK icon
4110
Parke Bancorp
PKBK
$314M
$855K ﹤0.01%
39,668
+24,519
HUMA icon
4111
Humacyte
HUMA
$203M
$851K ﹤0.01%
489,259
-148,416
PPLT icon
4112
abrdn Physical Platinum Shares ETF
PPLT
$3.85B
$850K ﹤0.01%
+5,948
DES icon
4113
WisdomTree US SmallCap Dividend Fund
DES
$1.94B
$849K ﹤0.01%
25,221
+5,568
MCBS icon
4114
MetroCity Bankshares
MCBS
$787M
$848K ﹤0.01%
30,624
+5,969
GLIBA
4115
GCI Liberty Inc Series A
GLIBA
$1.51B
$846K ﹤0.01%
+22,533
QDPL icon
4116
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.45B
$846K ﹤0.01%
20,190
+11,347
JPEF icon
4117
JPMorgan Equity Focus ETF
JPEF
$1.61B
$845K ﹤0.01%
+11,411
PAL
4118
Proficient Auto Logistics
PAL
$279M
$842K ﹤0.01%
122,254
-85,738
CWI icon
4119
SPDR MSCI ACWI ex-US ETF
CWI
$2.46B
$842K ﹤0.01%
24,109
JHML icon
4120
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
$842K ﹤0.01%
+10,742
EES icon
4121
WisdomTree US SmallCap Earnings Fund
EES
$660M
$840K ﹤0.01%
15,029
NPWR icon
4122
NET Power
NPWR
$205M
$838K ﹤0.01%
278,425
+253,508
AVMV icon
4123
Avantis US Mid Cap Value ETF
AVMV
$409M
$836K ﹤0.01%
12,135
-1,719
TTEC icon
4124
TTEC Holdings
TTEC
$168M
$832K ﹤0.01%
247,639
-78,435
ALTG icon
4125
Alta Equipment Group
ALTG
$207M
$831K ﹤0.01%
114,792
-1,078