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
FTXO icon
4226
First Trust Nasdaq Bank ETF
FTXO
$267M
$716K ﹤0.01%
20,100
-2,721
MFIN icon
4227
Medallion Financial
MFIN
$234M
$715K ﹤0.01%
70,819
+54,344
CAPL icon
4228
CrossAmerica Partners
CAPL
$858M
$715K ﹤0.01%
33,992
-4,233
MIST icon
4229
Milestone Pharmaceuticals
MIST
$169M
$713K ﹤0.01%
356,567
+237,118
FRAF icon
4230
Franklin Financial Services
FRAF
$214M
$712K ﹤0.01%
+15,489
BTM icon
4231
Bitcoin Depot
BTM
$87.8M
$711K ﹤0.01%
211,485
+123,451
SEA icon
4232
US Global Sea to Sky Cargo ETF
SEA
$11.2M
$710K ﹤0.01%
50,000
ASIC
4233
Ategrity Specialty Insurance
ASIC
$875M
$709K ﹤0.01%
35,858
-56,072
IEO icon
4234
iShares US Oil & Gas Exploration & Production ETF
IEO
$432M
$708K ﹤0.01%
7,644
+166
FLMI icon
4235
Franklin Dynamic Municipal Bond ETF
FLMI
$1.5B
$707K ﹤0.01%
+28,558
FRDU
4236
Direxion Daily F Bull 2X ETF
FRDU
$3.44M
$707K ﹤0.01%
+25,000
PSNY icon
4237
Gores Guggenheim
PSNY
$1.56B
$707K ﹤0.01%
25,073
+4,446
ASUR icon
4238
Asure Software
ASUR
$255M
$707K ﹤0.01%
86,215
+12,739
LMNR icon
4239
Limoneira
LMNR
$266M
$706K ﹤0.01%
47,542
-2,367
PLBC icon
4240
Plumas Bancorp
PLBC
$347M
$706K ﹤0.01%
16,360
+10,026
ACHV icon
4241
Achieve Life Sciences
ACHV
$298M
$705K ﹤0.01%
223,833
+163,918
SEVN
4242
Seven Hills Realty Trust
SEVN
$206M
$704K ﹤0.01%
68,276
+6,780
BHB icon
4243
Bar Harbor Bankshares
BHB
$562M
$703K ﹤0.01%
23,086
+824
KWT icon
4244
iShares MSCI Kuwait ETF
KWT
$73.8M
$703K ﹤0.01%
+17,766
TFSL icon
4245
TFS Financial
TFSL
$3.96B
$702K ﹤0.01%
53,276
-23,826
CYD icon
4246
China Yuchai International
CYD
$1.66B
$701K ﹤0.01%
16,951
-60,362
WWJD icon
4247
Inspire International ETF
WWJD
$446M
$701K ﹤0.01%
+19,872
TLSI icon
4248
TriSalus Life Sciences
TLSI
$272M
$700K ﹤0.01%
150,487
+133,671
MASS icon
4249
908 Devices
MASS
$248M
$698K ﹤0.01%
79,690
+10,411
DBND icon
4250
DoubleLine Opportunistic Bond ETF
DBND
$627M
$697K ﹤0.01%
+14,987