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
MDPL icon
4426
Monarch Dividend Plus Index ETF
MDPL
$60.5M
$588K ﹤0.01%
21,922
+821
SCHR icon
4427
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.9B
$586K ﹤0.01%
+23,384
UROY
4428
Uranium Royalty Corp
UROY
$555M
$586K ﹤0.01%
165,440
+28,576
INTF icon
4429
iShares International Equity Factor ETF
INTF
$3.36B
$585K ﹤0.01%
15,507
-184,982
SRZN icon
4430
Surrozen
SRZN
$344M
$584K ﹤0.01%
+25,823
SIXD
4431
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$32.3M
$582K ﹤0.01%
20,146
-2,659
NAUT icon
4432
Nautilus Biotechnolgy
NAUT
$325M
$580K ﹤0.01%
297,437
+179,721
XOMX
4433
Direxion Daily XOM Bull 2X ETF
XOMX
$7.35M
$580K ﹤0.01%
20,000
PELI
4434
DELISTED
Pelican Acquisition Corp
PELI
$579K ﹤0.01%
57,049
RTH icon
4435
VanEck Retail ETF
RTH
$265M
$579K ﹤0.01%
2,320
-4,562
CFFI icon
4436
C&F Financial
CFFI
$246M
$577K ﹤0.01%
7,952
+3,373
BUFD icon
4437
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.79B
$577K ﹤0.01%
+20,415
EWJV icon
4438
iShares MSCI Japan Value ETF
EWJV
$726M
$575K ﹤0.01%
+14,474
LNKB icon
4439
LINKBANCORP
LNKB
$324M
$574K ﹤0.01%
69,514
-13,426
MQY icon
4440
BlackRock MuniYield Quality Fund
MQY
$822M
$573K ﹤0.01%
50,735
ILOW
4441
AB International Low Volatility Equity ETF
ILOW
$1.72B
$571K ﹤0.01%
+13,403
HIMU
4442
iShares High Yield Muni Active ETF
HIMU
$2.05B
$570K ﹤0.01%
+11,701
EML icon
4443
Eastern Company
EML
$134M
$565K ﹤0.01%
28,699
+5,348
FSFG
4444
DELISTED
First Savings Financial Group
FSFG
$565K ﹤0.01%
17,726
-11,730
PDI icon
4445
PIMCO Dynamic Income Fund
PDI
$7.64B
$564K ﹤0.01%
31,834
+11,239
FHYS icon
4446
Federated Hermes Short Duration High Yield ETF
FHYS
$51.1M
$562K ﹤0.01%
+24,156
RFV icon
4447
Invesco S&P MidCap 400 Pure Value ETF
RFV
$313M
$562K ﹤0.01%
4,395
-5,794
NBP
4448
NovaBridge Biosciences American Depositary Shares
NBP
$281M
$561K ﹤0.01%
140,946
-77,524
VSDB
4449
Vanguard Short Duration Bond ETF
VSDB
$461M
$559K ﹤0.01%
+7,311
BKUI icon
4450
BNY Mellon Ultra Short Income ETF
BKUI
$550M
$558K ﹤0.01%
+11,223