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
OCSL icon
4451
Oaktree Specialty Lending
OCSL
$1.14B
$495K ﹤0.01%
+37,951
VMO icon
4452
Invesco Municipal Opportunity Trust
VMO
$651M
$495K ﹤0.01%
51,162
-80,453
HQI icon
4453
HireQuest
HQI
$160M
$494K ﹤0.01%
+51,332
CEPU
4454
Central Puerto
CEPU
$2.45B
$493K ﹤0.01%
+61,522
LTPZ icon
4455
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$688M
$493K ﹤0.01%
9,246
BAK icon
4456
Braskem
BAK
$1.33B
$492K ﹤0.01%
203,297
+36,380
MBCN icon
4457
Middlefield Banc Corp
MBCN
$291M
$491K ﹤0.01%
16,372
+7,136
KRMD icon
4458
KORU Medical Systems
KRMD
$263M
$490K ﹤0.01%
127,861
+37,136
TDVG icon
4459
T. Rowe Price Dividend Growth ETF
TDVG
$1.21B
$489K ﹤0.01%
11,135
-5,771
CGHM
4460
Capital Group Municipal High-Income ETF
CGHM
$2.53B
$489K ﹤0.01%
+19,328
BUFF icon
4461
Innovator Laddered Allocation Power Buffer ETF
BUFF
$761M
$487K ﹤0.01%
+9,966
XJR icon
4462
iShares ESG Screened S&P Small-Cap ETF
XJR
$113M
$484K ﹤0.01%
11,380
-118
FYX icon
4463
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.01B
$482K ﹤0.01%
4,424
-14,137
LESL icon
4464
Leslie's
LESL
$16.5M
$482K ﹤0.01%
87,588
-32,786
LFVN icon
4465
LifeVantage
LFVN
$75.8M
$481K ﹤0.01%
49,437
+4,866
BW icon
4466
Babcock & Wilcox
BW
$980M
$479K ﹤0.01%
165,328
+124,264
BOTZ icon
4467
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$478K ﹤0.01%
13,502
+171
SJNK icon
4468
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$471K ﹤0.01%
18,407
+342
QINT icon
4469
American Century Quality Diversified International ETF
QINT
$471M
$471K ﹤0.01%
+7,679
DBA icon
4470
Invesco DB Agriculture Fund
DBA
$732M
$469K ﹤0.01%
17,542
-777
BKGI icon
4471
BNY Mellon Global Infrastructure Income ETF
BKGI
$483M
$468K ﹤0.01%
+12,022
LZM icon
4472
Lifezone Metals
LZM
$487M
$467K ﹤0.01%
85,305
+44,156
CBNK icon
4473
Capital Bancorp
CBNK
$506M
$467K ﹤0.01%
14,641
-26,293
PEXL icon
4474
Pacer US Export Leaders ETF
PEXL
$39M
$467K ﹤0.01%
8,136
-85
NOAH
4475
Noah Holdings
NOAH
$760M
$466K ﹤0.01%
40,229
-5,220