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
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CGHM
4401
Capital Group Municipal High-Income ETF
CGHM
$2.89B
$623K ﹤0.01%
24,464
+5,136
BBDO icon
4402
Banco Bradesco
BBDO
$36.6B
$623K ﹤0.01%
217,042
-228,236
NVG icon
4403
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$622K ﹤0.01%
49,169
-183
KRMA icon
4404
Global X Conscious Companies ETF
KRMA
$116M
$619K ﹤0.01%
14,257
+9,501
UTMD icon
4405
Utah Medical Products
UTMD
$213M
$617K ﹤0.01%
11,033
+5,900
DSEP icon
4406
FT Vest US Equity Deep Buffer ETF September
DSEP
$341M
$617K ﹤0.01%
+13,741
RVSB icon
4407
Riverview Bancorp
RVSB
$114M
$616K ﹤0.01%
122,631
+5,359
FEM icon
4408
First Trust Emerging Markets AlphaDEX Fund
FEM
$734M
$615K ﹤0.01%
+22,470
ISEP icon
4409
Innovator International Developed Power Buffer ETF September
ISEP
$90.9M
$610K ﹤0.01%
+18,729
CXDO icon
4410
Crexendo
CXDO
$215M
$610K ﹤0.01%
94,318
+2,260
SZNE icon
4411
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$13.4M
$610K ﹤0.01%
17,481
+597
BAER icon
4412
Bridger Aerospace
BAER
$118M
$608K ﹤0.01%
332,042
+110,788
CSQ icon
4413
Calamos Strategic Total Return Fund
CSQ
$3.13B
$608K ﹤0.01%
31,646
STVN icon
4414
Stevanato
STVN
$4.42B
$608K ﹤0.01%
+30,197
MLPX icon
4415
Global X MLP & Energy Infrastructure ETF
MLPX
$3.35B
$605K ﹤0.01%
10,000
-20,000
ALTG icon
4416
Alta Equipment Group
ALTG
$259M
$604K ﹤0.01%
131,315
+16,523
XISE icon
4417
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$41.8M
$604K ﹤0.01%
+19,864
INNV icon
4418
InnovAge Holding
INNV
$1.1B
$603K ﹤0.01%
116,152
+73,261
AGRH icon
4419
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
$5.24M
$602K ﹤0.01%
23,000
CLAR icon
4420
Clarus
CLAR
$103M
$601K ﹤0.01%
179,458
-4,862
TEXU
4421
Direxion Daily Energy Top 5 Bull 2X ETF
TEXU
$4.94M
$600K ﹤0.01%
+25,000
JPSE icon
4422
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$583M
$595K ﹤0.01%
+11,890
DJD icon
4423
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$448M
$595K ﹤0.01%
10,407
-81,474
INVZ icon
4424
Innoviz Technologies
INVZ
$142M
$594K ﹤0.01%
696,404
-2,264,475
SDEV
4425
Stablecoin Development Corp
SDEV
$34.9M
$588K ﹤0.01%
+20,868