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
MBCN
4451
DELISTED
Middlefield Banc Corp
MBCN
$491K ﹤0.01%
16,372
+7,136
KRMD icon
4452
KORU Medical Systems
KRMD
$209M
$490K ﹤0.01%
127,861
+37,136
TDVG icon
4453
T. Rowe Price Dividend Growth ETF
TDVG
$1.24B
$489K ﹤0.01%
11,135
-5,771
CGHM
4454
Capital Group Municipal High-Income ETF
CGHM
$2.73B
$489K ﹤0.01%
+19,328
BUFF icon
4455
Innovator Laddered Allocation Power Buffer ETF
BUFF
$775M
$487K ﹤0.01%
+9,966
XJR icon
4456
iShares ESG Screened S&P Small-Cap ETF
XJR
$118M
$484K ﹤0.01%
11,380
-118
FYX icon
4457
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.03B
$482K ﹤0.01%
4,424
-14,137
LESL icon
4458
Leslie's
LESL
$9.69M
$482K ﹤0.01%
87,588
-32,786
LFVN icon
4459
LifeVantage
LFVN
$67.5M
$481K ﹤0.01%
49,437
+4,866
BW icon
4460
Babcock & Wilcox
BW
$1.93B
$479K ﹤0.01%
165,328
+124,264
BOTZ icon
4461
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.31B
$478K ﹤0.01%
13,502
+171
SJNK icon
4462
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.98B
$471K ﹤0.01%
18,407
+342
QINT icon
4463
American Century Quality Diversified International ETF
QINT
$517M
$471K ﹤0.01%
+7,679
DBA icon
4464
Invesco DB Agriculture Fund
DBA
$769M
$469K ﹤0.01%
17,542
-777
BKGI icon
4465
BNY Mellon Global Infrastructure Income ETF
BKGI
$730M
$468K ﹤0.01%
+12,022
LZM icon
4466
Lifezone Metals
LZM
$373M
$467K ﹤0.01%
85,305
+44,156
CBNK icon
4467
Capital Bancorp
CBNK
$471M
$467K ﹤0.01%
14,641
-26,293
PEXL icon
4468
Pacer US Export Leaders ETF
PEXL
$41.7M
$467K ﹤0.01%
8,136
-85
NOAH
4469
Noah Holdings
NOAH
$774M
$466K ﹤0.01%
40,229
-5,220
PCY icon
4470
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.45B
$465K ﹤0.01%
+21,565
JULZ icon
4471
TrueShares Structured Outcome July ETF
JULZ
$19.9M
$464K ﹤0.01%
+10,000
ATOM icon
4472
Atomera
ATOM
$197M
$462K ﹤0.01%
104,629
+5,034
SH icon
4473
ProShares Short S&P500
SH
$1.19B
$462K ﹤0.01%
12,500
AVIV icon
4474
Avantis International Large Cap Value ETF
AVIV
$1.17B
$458K ﹤0.01%
+6,788
PFUT icon
4475
Putnam Sustainable Future ETF
PFUT
$5.45M
$458K ﹤0.01%
+17,659