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
SONN
4751
DELISTED
Sonnet BioTherapeutics
SONN
$253K ﹤0.01%
+55,134
UYG icon
4752
ProShares Ultra Financials
UYG
$755M
$252K ﹤0.01%
2,538
VTSI icon
4753
VirTra
VTSI
$56.3M
$252K ﹤0.01%
47,887
-21,003
ABOS icon
4754
Acumen Pharmaceuticals
ABOS
$120M
$252K ﹤0.01%
147,148
-187,535
AARD
4755
Aardvark Therapeutics
AARD
$327M
$252K ﹤0.01%
18,927
+332
BTMD icon
4756
Biote Corp
BTMD
$67.8M
$251K ﹤0.01%
83,772
+17,594
IBTK icon
4757
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$733M
$251K ﹤0.01%
+12,604
NCSM icon
4758
NCS Multistage Holdings
NCSM
$100M
$250K ﹤0.01%
+4,904
TMQ
4759
Trilogy Metals
TMQ
$1.06B
$250K ﹤0.01%
119,057
+57,507
BUFZ icon
4760
FT Vest Laddered Moderate Buffer ETF
BUFZ
$793M
$250K ﹤0.01%
+9,636
SRBK icon
4761
SR Bancorp
SRBK
$128M
$248K ﹤0.01%
+16,458
FENC icon
4762
Fennec Pharmaceuticals
FENC
$262M
$248K ﹤0.01%
26,490
+10,552
BH.A icon
4763
Biglari Holdings Class A
BH.A
$1.51B
$247K ﹤0.01%
160
+4
RISN icon
4764
Inspire Capital Appreciation ETF
RISN
$88.5M
$247K ﹤0.01%
+8,283
OTLY
4765
Oatly Group
OTLY
$325M
$247K ﹤0.01%
15,232
+5,211
ALAR
4766
Alarum Technologies
ALAR
$58.8M
$247K ﹤0.01%
16,457
-450
MJSC
4767
MUFG Japan Small Cap Active ETF
MJSC
$20M
$246K ﹤0.01%
+5,000
GAIA icon
4768
Gaia
GAIA
$95.4M
$245K ﹤0.01%
41,348
+6,877
LCTX icon
4769
Lineage Cell Therapeutics
LCTX
$371M
$245K ﹤0.01%
144,676
-35,513
HOFT icon
4770
Hooker Furnishings Corp
HOFT
$142M
$244K ﹤0.01%
23,996
+203
TAFI icon
4771
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.08B
$243K ﹤0.01%
9,609
-36,176
LRGE icon
4772
ClearBridge Large Cap Growth Select ETF
LRGE
$432M
$243K ﹤0.01%
2,920
DERM icon
4773
Journey Medical
DERM
$289M
$242K ﹤0.01%
+34,053
FTCB icon
4774
First Trust Core Investment Grade ETF
FTCB
$1.9B
$242K ﹤0.01%
11,357
-83,775
FXR icon
4775
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$804M
$242K ﹤0.01%
+3,100