Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
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
CBFV icon
4351
CB Financial Services
CBFV
$171M
$586K ﹤0.01%
+17,639
RCKY icon
4352
Rocky Brands
RCKY
$327M
$585K ﹤0.01%
19,632
-13,335
ALCO icon
4353
Alico
ALCO
$295M
$584K ﹤0.01%
16,857
-4,446
ULST icon
4354
State Street Ultra Short Term Bond ETF
ULST
$612M
$582K ﹤0.01%
14,312
+6,017
NKTX icon
4355
Nkarta
NKTX
$173M
$581K ﹤0.01%
280,783
-313,016
SGC icon
4356
Superior Group of Companies
SGC
$155M
$580K ﹤0.01%
54,130
-7,559
LGCY
4357
Legacy Education Inc
LGCY
$177M
$579K ﹤0.01%
60,465
+32,124
FRDD
4358
Direxion Daily F Bear 1X ETF
FRDD
$2.15M
$577K ﹤0.01%
+25,000
SZNE icon
4359
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$12.8M
$576K ﹤0.01%
16,884
-14
EAPR icon
4360
Innovator Emerging Markets Power Buffer ETF April
EAPR
$72.9M
$576K ﹤0.01%
+19,757
PELI
4361
Pelican Acquisition Corp
PELI
$123M
$574K ﹤0.01%
+57,049
FBND icon
4362
Fidelity Total Bond ETF
FBND
$24.9B
$573K ﹤0.01%
12,399
-1,342,645
CRBU icon
4363
Caribou Biosciences
CRBU
$184M
$570K ﹤0.01%
244,824
-546,792
BMVP icon
4364
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$102M
$570K ﹤0.01%
11,618
+3,169
PSET icon
4365
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$31.9M
$569K ﹤0.01%
+7,477
MSSS icon
4366
Monarch Select Subsector Index ETF
MSSS
$121M
$568K ﹤0.01%
+18,485
EMCR icon
4367
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$58.8M
$567K ﹤0.01%
+15,618
LUCD icon
4368
Lucid Diagnostics
LUCD
$190M
$566K ﹤0.01%
560,154
+251,476
RPT
4369
Rithm Property Trust
RPT
$108M
$565K ﹤0.01%
37,359
+21,106
XOMZ
4370
Direxion Shares ETF Trust Direxion Daily XOM Bear 1X ETF
XOMZ
$1.72M
$565K ﹤0.01%
24,000
APOC
4371
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$79.6M
$564K ﹤0.01%
21,759
+12,954
PSL icon
4372
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$90.9M
$561K ﹤0.01%
5,107
+1,015
MDPL icon
4373
Monarch Dividend Plus Index ETF
MDPL
$56.8M
$560K ﹤0.01%
21,101
-98
FLAX icon
4374
Franklin FTSE Asia ex Japan ETF
FLAX
$44.6M
$560K ﹤0.01%
19,387
-1,756
JUCY icon
4375
Aptus Enhanced Yield ETF
JUCY
$228M
$557K ﹤0.01%
25,000
+2,131