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
MUE icon
4626
BlackRock MuniHoldings Quality Fund II
MUE
$220M
$327K ﹤0.01%
32,536
QTEC icon
4627
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.98B
$327K ﹤0.01%
1,423
-34,663
AFLG icon
4628
First Trust Active Factor Large Cap ETF
AFLG
$473M
$326K ﹤0.01%
8,394
-2,505
FTRI icon
4629
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$117M
$324K ﹤0.01%
+21,348
UTMD icon
4630
Utah Medical Products
UTMD
$196M
$323K ﹤0.01%
5,133
+242
PSCQ icon
4631
Pacer Swan SOS Conservative October ETF
PSCQ
$47.5M
$322K ﹤0.01%
+11,107
REGL icon
4632
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$322K ﹤0.01%
+3,774
UAE icon
4633
iShares MSCI UAE ETF
UAE
$168M
$321K ﹤0.01%
+17,013
BOXX icon
4634
Alpha Architect 1-3 Month Box ETF
BOXX
$9.66B
$319K ﹤0.01%
2,800
VSMV icon
4635
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$165M
$318K ﹤0.01%
5,934
-551
ESOA icon
4636
Energy Services of America
ESOA
$152M
$315K ﹤0.01%
30,405
-2,141
CRESY
4637
Cresud
CRESY
$812M
$314K ﹤0.01%
34,444
+18,704
FDRR icon
4638
Fidelity Dividend ETF for Rising Rates
FDRR
$669M
$312K ﹤0.01%
5,325
-3
BARK icon
4639
BARK
BARK
$158M
$312K ﹤0.01%
375,260
-69,222
NOTE icon
4640
FiscalNote
NOTE
$24.5M
$311K ﹤0.01%
67,229
+13,785
XOMA icon
4641
Xoma
XOMA
$331M
$311K ﹤0.01%
+8,074
FLRG icon
4642
Fidelity US Multifactor ETF
FLRG
$277M
$310K ﹤0.01%
8,071
-33,395
TSQ icon
4643
Townsquare Media
TSQ
$98.6M
$310K ﹤0.01%
46,103
-43,571
CNTY icon
4644
Century Casinos
CNTY
$47.1M
$310K ﹤0.01%
118,624
-2,798
CFFI icon
4645
C&F Financial
CFFI
$230M
$308K ﹤0.01%
+4,579
SEPW icon
4646
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$277M
$308K ﹤0.01%
+9,795
TNXP icon
4647
Tonix Pharmaceuticals
TNXP
$234M
$307K ﹤0.01%
+12,722
HURC icon
4648
Hurco Companies Inc
HURC
$106M
$306K ﹤0.01%
17,594
+4,627
SKLZ icon
4649
Skillz
SKLZ
$64.1M
$306K ﹤0.01%
38,266
+23,465
VABK icon
4650
Virginia National Bankshares
VABK
$213M
$306K ﹤0.01%
+7,882