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
GARP
4551
iShares MSCI USA Quality GARP ETF
GARP
$1.18B
$398K ﹤0.01%
6,069
-44,069
OPXS icon
4552
Optex Systems
OPXS
$106M
$398K ﹤0.01%
30,896
-2,912
NEAR icon
4553
iShares Short Maturity Bond ETF
NEAR
$3.77B
$398K ﹤0.01%
7,756
-3,696
TFI icon
4554
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$396K ﹤0.01%
8,688
WDH
4555
Waterdrop
WDH
$633M
$395K ﹤0.01%
208,811
+139,674
AIRS icon
4556
AirSculpt Technologies
AIRS
$182M
$394K ﹤0.01%
49,099
-70,597
OWLT icon
4557
Owlet
OWLT
$366M
$393K ﹤0.01%
46,370
+20,482
FMAO icon
4558
Farmers & Merchants Bancorp
FMAO
$367M
$387K ﹤0.01%
+15,472
IFV icon
4559
First Trust Dorsey Wright International Focus 5 ETF
IFV
$212M
$386K ﹤0.01%
15,784
-60,739
UBFO icon
4560
United Security Bancshares
UBFO
$188M
$386K ﹤0.01%
41,387
+16,313
FPH icon
4561
Five Point Holdings
FPH
$401M
$385K ﹤0.01%
62,828
-45,327
ECX icon
4562
ECARX Holdings
ECX
$749M
$385K ﹤0.01%
191,552
-274,667
TTSH
4563
DELISTED
Tile Shop Holdings
TTSH
$384K ﹤0.01%
63,445
+4,158
MHD icon
4564
BlackRock MuniHoldings Fund
MHD
$615M
$382K ﹤0.01%
32,536
USAS
4565
Americas Gold and Silver
USAS
$2.69B
$382K ﹤0.01%
102,739
+77,401
AXTI icon
4566
AXT Inc
AXTI
$971M
$382K ﹤0.01%
85,102
+21,051
FSBW icon
4567
FS Bancorp
FSBW
$328M
$382K ﹤0.01%
+9,566
JULM
4568
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$29.5M
$381K ﹤0.01%
+11,481
VRM icon
4569
Vroom Inc
VRM
$104M
$381K ﹤0.01%
+14,086
ORKA
4570
Oruka Therapeutics
ORKA
$1.72B
$380K ﹤0.01%
19,775
-52,474
BTAL icon
4571
AGF US Market Neutral Anti-Beta Fund
BTAL
$293M
$380K ﹤0.01%
+23,882
REKT
4572
Direxion Daily Crypto Industry Bear 1X Shares
REKT
$1.66M
$380K ﹤0.01%
24,000
WILC icon
4573
G. Willi-Food International
WILC
$409M
$379K ﹤0.01%
+18,461
BWAY
4574
Brainsway
BWAY
$474M
$379K ﹤0.01%
+25,149
PBFS icon
4575
Pioneer Bancorp
PBFS
$351M
$378K ﹤0.01%
28,947
+2,075