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
EEMS icon
4351
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$418M
$591K ﹤0.01%
+8,700
HDMV icon
4352
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$20M
$591K ﹤0.01%
17,036
-1,069
UROY
4353
Uranium Royalty Corp
UROY
$631M
$589K ﹤0.01%
136,864
+10,361
JEPI icon
4354
JPMorgan Equity Premium Income ETF
JEPI
$42.7B
$588K ﹤0.01%
+10,301
MXI icon
4355
iShares Global Materials ETF
MXI
$297M
$588K ﹤0.01%
6,357
+852
SUSC icon
4356
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$587K ﹤0.01%
+24,902
CBFV icon
4357
CB Financial Services
CBFV
$179M
$586K ﹤0.01%
+17,639
RCKY icon
4358
Rocky Brands
RCKY
$249M
$585K ﹤0.01%
19,632
-13,335
ALCO icon
4359
Alico
ALCO
$315M
$584K ﹤0.01%
16,857
-4,446
ULST icon
4360
State Street Ultra Short Term Bond ETF
ULST
$596M
$582K ﹤0.01%
14,312
+6,017
NKTX icon
4361
Nkarta
NKTX
$177M
$581K ﹤0.01%
280,783
-313,016
SGC icon
4362
Superior Group of Companies
SGC
$156M
$580K ﹤0.01%
54,130
-7,559
LGCY
4363
Legacy Education Inc
LGCY
$127M
$579K ﹤0.01%
60,465
+32,124
FRDD
4364
Direxion Daily F Bear 1X ETF
FRDD
$1.95M
$577K ﹤0.01%
+25,000
SZNE icon
4365
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$13M
$576K ﹤0.01%
16,884
-14
EAPR icon
4366
Innovator Emerging Markets Power Buffer ETF April
EAPR
$74.2M
$576K ﹤0.01%
+19,757
PELI
4367
Pelican Acquisition Corp
PELI
$134M
$574K ﹤0.01%
+57,049
FBND icon
4368
Fidelity Total Bond ETF
FBND
$23.8B
$573K ﹤0.01%
12,399
-1,342,645
CRBU icon
4369
Caribou Biosciences
CRBU
$143M
$570K ﹤0.01%
244,824
-546,792
BMVP icon
4370
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$102M
$570K ﹤0.01%
11,618
+3,169
PSET icon
4371
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$35M
$569K ﹤0.01%
+7,477
MSSS icon
4372
Monarch Select Subsector Index ETF
MSSS
$119M
$568K ﹤0.01%
+18,485
EMCR icon
4373
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$57.7M
$567K ﹤0.01%
+15,618
LUCD icon
4374
Lucid Diagnostics
LUCD
$159M
$566K ﹤0.01%
560,154
+251,476
RPT
4375
Rithm Property Trust
RPT
$126M
$565K ﹤0.01%
37,359
+21,106