Goldman Sachs Portfolio holdings
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.
Top Buys
| 1 |
DuPont de Nemours
DD
|
$744M |
| 2 |
Hilton Worldwide
HLT
|
$607M |
| 3 |
Alerian MLP ETF
AMLP
|
$316M |
| 4 |
Chevron
CVX
|
$316M |
| 5 |
TWX
Time Warner Inc
TWX
|
$289M |
Top Sells
| 1 |
Apple
AAPL
|
$2.95B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32B |
| 3 |
RAI
Reynolds American Inc
RAI
|
$1.21B |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
$1.12B |
| 5 |
Walt Disney
DIS
|
$707M |
Sector Composition
| 1 | Financials | 12.5% |
| 2 | Technology | 12.05% |
| 3 | Healthcare | 10.35% |
| 4 | Consumer Discretionary | 9.22% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MCR
4501
MFS Charter Income Trust
MCR
$266M
| – | – | -14,072 | Closed | -$122K |
|
4502
MEI Pharma
MEIP
$160M
| – | – | -67,209 | Closed | -$161K |
|
4503
Vanguard Mega Cap 300 Index ETF
MGC
$7.67B
| – | – | -6,936 | Closed | -$575K |
|
|
MGIC
4504
Magic Software Enterprises
MGIC
$997M
| – | – | -18,706 | Closed | -$149K |
|
|
MIN
4505
MFS Intermediate Income Trust
MIN
$306M
| – | – | -10,238 | Closed | -$44K |
|