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
FF icon
4326
Future Fuel
FF
$149M
$610K ﹤0.01%
157,211
+99,460
NVG icon
4327
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$607K ﹤0.01%
49,352
+847
STIM icon
4328
Neuronetics
STIM
$146M
$606K ﹤0.01%
221,907
-221,011
IRS
4329
IRSA Inversiones y Representaciones
IRS
$1.28B
$605K ﹤0.01%
51,112
+17,997
OPAL icon
4330
OPAL Fuels
OPAL
$76.8M
$603K ﹤0.01%
274,304
+78,377
LODE icon
4331
Comstock
LODE
$227M
$603K ﹤0.01%
176,433
+109,826
DCRE icon
4332
DoubleLine Commercial Real Estate ETF
DCRE
$335M
$603K ﹤0.01%
+11,572
APLU
4333
Allspring Core Plus ETF
APLU
$343M
$603K ﹤0.01%
23,938
-14,464
MYFW icon
4334
First Western Financial
MYFW
$241M
$602K ﹤0.01%
26,159
+3,006
PSMO icon
4335
Pacer Swan SOS Moderate October ETF
PSMO
$99.8M
$602K ﹤0.01%
+19,970
PSDM icon
4336
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$155M
$602K ﹤0.01%
11,671
XXCH
4337
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
$601K ﹤0.01%
20,000
-4,000
AGRH icon
4338
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
$5.27M
$601K ﹤0.01%
23,000
STXS icon
4339
Stereotaxis
STXS
$249M
$601K ﹤0.01%
193,124
+81,144
EXFY icon
4340
Expensify
EXFY
$138M
$601K ﹤0.01%
324,613
+115,589
CXDO icon
4341
Crexendo
CXDO
$229M
$598K ﹤0.01%
92,058
+46,327
XMLV icon
4342
Invesco S&P MidCap Low Volatility ETF
XMLV
$761M
$598K ﹤0.01%
9,412
-44
SEAT icon
4343
Vivid Seats
SEAT
$67.9M
$598K ﹤0.01%
35,994
+12,251
EVCM icon
4344
EverCommerce
EVCM
$2.27B
$598K ﹤0.01%
53,709
+5,305
RELL icon
4345
Richardson Electronics
RELL
$157M
$598K ﹤0.01%
61,055
-497
RCEL icon
4346
Avita Medical
RCEL
$135M
$597K ﹤0.01%
116,845
+23,190
DGRE icon
4347
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$154M
$594K ﹤0.01%
20,701
-1,119
CSCS
4348
Direxion Daily CSCO Bear 1X ETF
CSCS
$2.8M
$593K ﹤0.01%
24,000
-1,000
LNKB icon
4349
LINKBANCORP
LNKB
$322M
$591K ﹤0.01%
82,940
+52,853
MQY icon
4350
BlackRock MuniYield Quality Fund
MQY
$822M
$591K ﹤0.01%
50,735