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
SMTI icon
4651
Sanara MedTech
SMTI
$194M
$305K ﹤0.01%
+9,623
MIND icon
4652
MIND Technology
MIND
$87.4M
$305K ﹤0.01%
+37,735
PEBK icon
4653
Peoples Bancorp of North Carolina
PEBK
$193M
$305K ﹤0.01%
+9,951
QQQX icon
4654
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.39B
$304K ﹤0.01%
11,088
-218
QTOP
4655
iShares Nasdaq Top 30 Stocks ETF
QTOP
$277M
$304K ﹤0.01%
+9,775
LCTU icon
4656
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
$304K ﹤0.01%
4,183
-552
PLSE icon
4657
Pulse Biosciences
PLSE
$1.02B
$303K ﹤0.01%
17,131
+5,546
XSEP icon
4658
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$103M
$302K ﹤0.01%
+7,263
PSCW icon
4659
Pacer Swan SOS Conservative April ETF
PSCW
$61M
$301K ﹤0.01%
+11,006
SGMO icon
4660
Sangamo Therapeutics
SGMO
$128M
$301K ﹤0.01%
446,854
+264,590
RGCO icon
4661
RGC Resources
RGCO
$219M
$300K ﹤0.01%
+13,355
QDIV icon
4662
Global X S&P 500 Quality Dividend ETF
QDIV
$31.2M
$300K ﹤0.01%
8,514
QIPT
4663
Quipt Home Medical
QIPT
$158M
$299K ﹤0.01%
114,648
-136,840
GETY icon
4664
Getty Images
GETY
$528M
$299K ﹤0.01%
151,045
+77,061
WEST icon
4665
Westrock Coffee
WEST
$453M
$297K ﹤0.01%
61,152
+6,640
IIM icon
4666
Invesco Value Municipal Income Trust
IIM
$573M
$296K ﹤0.01%
23,613
-55,534
TSE icon
4667
Trinseo
TSE
$17.1M
$296K ﹤0.01%
125,993
+9,092
NWFL icon
4668
Norwood Financial Corp
NWFL
$258M
$293K ﹤0.01%
+11,536
NE.WS icon
4669
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$3.07B
$293K ﹤0.01%
16,891
IBAC
4670
IB Acquisition Corp
IBAC
$60.3M
$293K ﹤0.01%
27,868
FJAN icon
4671
FT Vest US Equity Buffer ETF January
FJAN
$1.09B
$293K ﹤0.01%
+5,838
ONCY
4672
Oncolytics Biotech
ONCY
$133M
$292K ﹤0.01%
208,698
+78,500
FLIN icon
4673
Franklin FTSE India ETF
FLIN
$2.75B
$292K ﹤0.01%
+7,818
NL icon
4674
NL Industries
NL
$304M
$291K ﹤0.01%
47,366
+30,984
EXOD
4675
Exodus Movement Inc
EXOD
$439M
$291K ﹤0.01%
+10,462