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
UEVM icon
4526
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$243M
$420K ﹤0.01%
+7,563
CCOR icon
4527
Core Alternative Capital
CCOR
$38.6M
$419K ﹤0.01%
+16,038
NURE icon
4528
Nuveen Short-Term REIT ETF
NURE
$31.7M
$419K ﹤0.01%
14,553
FTXN icon
4529
First Trust Nasdaq Oil & Gas ETF
FTXN
$106M
$419K ﹤0.01%
14,718
-4,259
TUSB
4530
Thrivent Ultra Short Bond ETF
TUSB
$197M
$418K ﹤0.01%
8,288
-66,712
AINP
4531
Allspring Income Plus ETF
AINP
$203M
$418K ﹤0.01%
16,448
-4,700
VFVA icon
4532
Vanguard US Value Factor ETF
VFVA
$767M
$416K ﹤0.01%
3,261
NJUL icon
4533
Innovator Growth-100 Power Buffer ETF July
NJUL
$232M
$416K ﹤0.01%
5,846
-2,051
BNOV icon
4534
Innovator US Equity Buffer ETF November
BNOV
$213M
$412K ﹤0.01%
+9,473
FKU icon
4535
First Trust United Kingdom AlphaDEX Fund
FKU
$91.4M
$412K ﹤0.01%
8,499
-1,661
LAKE icon
4536
Lakeland Industries
LAKE
$91.4M
$412K ﹤0.01%
27,831
+8,445
BAER icon
4537
Bridger Aerospace
BAER
$156M
$409K ﹤0.01%
221,254
+77,845
STXE icon
4538
Strive Emerging Markets ex-China ETF
STXE
$119M
$409K ﹤0.01%
12,434
-1,093
PDI icon
4539
PIMCO Dynamic Income Fund
PDI
$7.57B
$408K ﹤0.01%
+20,595
LFCR icon
4540
Lifecore Biomedical
LFCR
$322M
$407K ﹤0.01%
55,336
+14,997
EPSN icon
4541
Epsilon Energy
EPSN
$141M
$407K ﹤0.01%
80,671
+28,993
ILCG icon
4542
iShares Morningstar Growth ETF
ILCG
$2.95B
$407K ﹤0.01%
3,898
-830
FSHP
4543
Flag Ship Acquisition Corp
FSHP
$54.2M
$406K ﹤0.01%
38,434
-48,009
SEER icon
4544
Seer Inc
SEER
$110M
$405K ﹤0.01%
186,813
+26,351
EMPD
4545
Empery Digital
EMPD
$150M
$405K ﹤0.01%
+53,856
DLTH icon
4546
Duluth Holdings
DLTH
$86.3M
$403K ﹤0.01%
103,015
-35,447
SHPD
4547
Direxion Daily SHOP Bear 1X ETF
SHPD
$2.56M
$402K ﹤0.01%
+20,000
CTM icon
4548
Castellum
CTM
$95.6M
$402K ﹤0.01%
+368,632
CINT icon
4549
CI&T Inc
CINT
$633M
$400K ﹤0.01%
77,747
+10,100
PROK icon
4550
ProKidney
PROK
$309M
$398K ﹤0.01%
164,617
-416,206