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
$692B
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,635
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$1.99B
3 +$1.97B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.83B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Top Sells

1 +$1.57B
2 +$1.51B
3 +$1.47B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02B
5
MDT icon
Medtronic
MDT
+$871M

Sector Composition

1 Technology 25.28%
2 Financials 10.87%
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
DCRE icon
4326
DoubleLine Commercial Real Estate Debt ETF
DCRE
$423M
$603K ﹤0.01%
+11,572
APLU
4327
Allspring Core Plus ETF
APLU
$404M
$603K ﹤0.01%
23,938
-14,464
MYFW icon
4328
First Western Financial
MYFW
$270M
$602K ﹤0.01%
26,159
+3,006
PSMO icon
4329
Pacer Swan SOS Moderate October ETF
PSMO
$98.3M
$602K ﹤0.01%
+19,970
PSDM icon
4330
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$185M
$602K ﹤0.01%
11,671
XXCH
4331
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
$601K ﹤0.01%
20,000
-4,000
AGRH icon
4332
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
$5.24M
$601K ﹤0.01%
23,000
STXS icon
4333
Stereotaxis
STXS
$188M
$601K ﹤0.01%
193,124
+81,144
EXFY icon
4334
Expensify
EXFY
$97.1M
$601K ﹤0.01%
324,613
+115,589
CXDO icon
4335
Crexendo
CXDO
$215M
$598K ﹤0.01%
92,058
+46,327
XMLV icon
4336
Invesco S&P MidCap Low Volatility ETF
XMLV
$748M
$598K ﹤0.01%
9,412
-44
SEAT icon
4337
Vivid Seats
SEAT
$69M
$598K ﹤0.01%
35,994
+12,251
EVCM icon
4338
EverCommerce
EVCM
$2.08B
$598K ﹤0.01%
53,709
+5,305
RELL icon
4339
Richardson Electronics
RELL
$208M
$598K ﹤0.01%
61,055
-497
RCEL icon
4340
Avita Medical
RCEL
$140M
$597K ﹤0.01%
116,845
+23,190
DGRE icon
4341
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$140M
$594K ﹤0.01%
20,701
-1,119
CSCS
4342
Direxion Daily CSCO Bear 1X ETF
CSCS
$1.83M
$593K ﹤0.01%
24,000
-1,000
LNKB icon
4343
LINKBANCORP
LNKB
$324M
$591K ﹤0.01%
82,940
+52,853
MQY icon
4344
BlackRock MuniYield Quality Fund
MQY
$822M
$591K ﹤0.01%
50,735
EEMS icon
4345
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$448M
$591K ﹤0.01%
+8,700
HDMV icon
4346
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$16.9M
$591K ﹤0.01%
17,036
-1,069
UROY
4347
Uranium Royalty Corp
UROY
$555M
$589K ﹤0.01%
136,864
+10,361
JEPI icon
4348
JPMorgan Equity Premium Income ETF
JEPI
$44.9B
$588K ﹤0.01%
+10,301
MXI icon
4349
iShares Global Materials ETF
MXI
$333M
$588K ﹤0.01%
6,357
+852
SUSC icon
4350
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.39B
$587K ﹤0.01%
+24,902