Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SSTI icon
4626
SoundThinking
SSTI
$87.4M
$408K ﹤0.01%
50,858
-25,349
SCHH icon
4627
Schwab US REIT ETF
SCHH
$9.77B
$408K ﹤0.01%
19,546
-10,063
RDNW
4628
RideNow Group
RDNW
$264M
$406K ﹤0.01%
73,625
+45,427
NOAH
4629
Noah Holdings
NOAH
$685M
$406K ﹤0.01%
40,451
+222
BRBI
4630
BRBI BR Partners SA
BRBI
$397M
$405K ﹤0.01%
+29,167
ZOCT
4631
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$115M
$405K ﹤0.01%
+15,079
UJUL icon
4632
Innovator US Equity Ultra Buffer ETF July
UJUL
$144M
$404K ﹤0.01%
10,427
-798
BARK icon
4633
BARK
BARK
$82.7M
$402K ﹤0.01%
33,394
+14,631
FVCB icon
4634
FVCBankcorp
FVCB
$284M
$402K ﹤0.01%
28,909
+8,401
SCMB icon
4635
Schwab Municipal Bond ETF
SCMB
$3.66B
$402K ﹤0.01%
15,609
-106,485
API
4636
Agora
API
$298M
$402K ﹤0.01%
98,730
-436,822
MAPS icon
4637
WM Technology
MAPS
$41.6M
$401K ﹤0.01%
485,833
+109,800
TFI icon
4638
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.12B
$397K ﹤0.01%
8,688
AINP
4639
Allspring Income Plus ETF
AINP
$198M
$397K ﹤0.01%
15,734
-714
HUSV icon
4640
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$72.1M
$396K ﹤0.01%
+10,229
PFI icon
4641
Invesco Dorsey Wright Financial Momentum ETF
PFI
$35.7M
$395K ﹤0.01%
6,839
-5,091
SKYX icon
4642
SKYX Platforms
SKYX
$140M
$394K ﹤0.01%
181,581
+40,773
TTEC icon
4643
TTEC Holdings
TTEC
$144M
$394K ﹤0.01%
109,412
-138,227
NXDT
4644
NexPoint Diversified Real Estate Trust
NXDT
$258M
$393K ﹤0.01%
102,686
+43,120
HELP
4645
Cybin Inc
HELP
$309M
$392K ﹤0.01%
+47,931
TRIN icon
4646
Trinity Capital
TRIN
$1.31B
$392K ﹤0.01%
26,725
-30,507
JUSA
4647
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
$35.5M
$391K ﹤0.01%
+6,341
FCAP icon
4648
First Capital
FCAP
$176M
$390K ﹤0.01%
6,593
+2,005
CINT icon
4649
CI&T Inc
CINT
$546M
$390K ﹤0.01%
95,834
+18,087
SCEC
4650
Sterling Capital Enhanced Core Bond ETF
SCEC
$528M
$389K ﹤0.01%
15,346
-294,938