Goldman Sachs Portfolio holdings
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.
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$819M |
| 2 |
Tesla
TSLA
|
$363M |
| 3 |
Kinder Morgan
KMI
|
$340M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$320M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$314M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.15B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.79B |
| 3 |
Apple
AAPL
|
$1.27B |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.09B |
| 5 |
MON
Monsanto Co
MON
|
$949M |
Sector Composition
| 1 | Financials | 10.89% |
| 2 | Technology | 10.28% |
| 3 | Energy | 9.56% |
| 4 | Healthcare | 9.31% |
| 5 | Consumer Discretionary | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MCR
4726
MFS Charter Income Trust
MCR
$266M
| – | – | -19,804 | Closed | -$175K |
|
4727
Mercer International
MERC
$223M
| – | – | -50,857 | Closed | -$496K |
|
4728
Marcus & Millichap
MMI
$1.27B
| – | – | -23,910 | Closed | -$724K |
|
|
MMT
4729
MFS Multimarket Income Trust
MMT
$262M
| – | – | -31,350 | Closed | -$201K |
|
4730
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| – | – | -15,939 | Closed | -$499K |
|
4731
Marten Transport
MRTN
$965M
| – | – | -75,976 | Closed | -$1.35M |
|
|
MSD
4732
Morgan Stanley Emerging Markets Debt Fund
MSD
$152M
| – | – | -24,356 | Closed | -$236K |
|
4733
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.1B
| – | – | -6,068 | Closed | -$324K |
|
4734
Magnachip Semiconductor
MX
$113M
| – | – | -33,489 | Closed | -$392K |
|
4735
Myers Industries
MYE
$626M
| – | – | -14,371 | Closed | -$254K |
|