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 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.24B |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.09B |
| 3 |
Visa
V
|
$848M |
| 4 |
Pfizer
PFE
|
$714M |
| 5 |
RTX Corp
RTX
|
$589M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$981M |
| 2 |
iShares US Real Estate ETF
IYR
|
$516M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$445M |
| 4 |
Aramark
ARMK
|
$405M |
| 5 |
CBRE Group
CBRE
|
$379M |
Sector Composition
| 1 | Financials | 10.24% |
| 2 | Technology | 10.02% |
| 3 | Healthcare | 9.92% |
| 4 | Energy | 9.21% |
| 5 | Consumer Discretionary | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4726
Vitamin Cottage Natural Grocers
NGVC
$883M
| – | – | -7,216 | Closed | -$203K |
|
4727
NWPX Infrastructure, Inc. Common Stock
NWPX
$511M
| – | – | -10,419 | Closed | -$314K |
|
4728
OneMain Financial
OMF
$7.35B
| – | – | -12,769 | Closed | -$462K |
|
4729
Otter Tail
OTTR
$3.52B
| – | – | -158,147 | Closed | -$4.9M |
|
4730
Invesco WilderHill Clean Energy ETF
PBW
$352M
| – | – | -234,876 | Closed | -$1.24M |
|
4731
PetMed Express
PETS
$63.4M
| – | – | -44,910 | Closed | -$645K |
|
4732
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
| – | – | -31,523 | Closed | -$593K |
|
|
PHK
4733
PIMCO High Income Fund
PHK
$851M
| – | – | -88,660 | Closed | -$997K |
|
|
PIM
4734
Putnam Master Intermediate Income Trust
PIM
$161M
| – | – | -17,141 | Closed | -$82K |
|
4735
Douglas Dynamics
PLOW
$776M
| – | – | -33,539 | Closed | -$719K |
|