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
STRW icon
4801
Strawberry Fields REIT
STRW
$174M
$223K ﹤0.01%
18,170
+5,036
EALT icon
4802
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$176M
$223K ﹤0.01%
+6,465
BLNE
4803
Beeline Holdings
BLNE
$97.4M
$223K ﹤0.01%
+56,374
EURK
4804
Eureka Acquisition Corp
EURK
$53.8M
$223K ﹤0.01%
20,858
-26,112
THRO
4805
iShares U.S. Thematic Rotation Active ETF
THRO
$7.29B
$223K ﹤0.01%
5,889
-1,205
HGTY icon
4806
Hagerty
HGTY
$1.26B
$222K ﹤0.01%
18,480
+4,666
KULR icon
4807
KULR Technology Group
KULR
$185M
$221K ﹤0.01%
53,220
+40,521
YDEC icon
4808
FT Vest International Equity Moderate Buffer ETF December
YDEC
$112M
$221K ﹤0.01%
+8,620
INNV icon
4809
InnovAge Holding
INNV
$791M
$221K ﹤0.01%
42,891
+21,865
NXDT
4810
NexPoint Diversified Real Estate Trust
NXDT
$211M
$220K ﹤0.01%
59,566
-15,545
TJAN
4811
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.9M
$220K ﹤0.01%
+8,127
ACU icon
4812
Acme United Corp
ACU
$161M
$219K ﹤0.01%
+5,326
IBMQ icon
4813
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$597M
$217K ﹤0.01%
8,456
EMXF icon
4814
iShares ESG Advanced MSCI EM ETF
EMXF
$133M
$217K ﹤0.01%
4,787
-1,549
SIEB icon
4815
Siebert Financial
SIEB
$120M
$217K ﹤0.01%
74,197
+34,683
CGBD icon
4816
Carlyle Secured Lending
CGBD
$933M
$216K ﹤0.01%
17,289
-5,240
IBMP icon
4817
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$606M
$216K ﹤0.01%
8,477
-44,837
GNSS icon
4818
Genasys
GNSS
$94.9M
$216K ﹤0.01%
88,065
-1,181
IBMN
4819
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$216K ﹤0.01%
8,052
IBMO icon
4820
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$576M
$216K ﹤0.01%
8,399
-19,911
GEF.B icon
4821
Greif Class B
GEF.B
$3.21B
$215K ﹤0.01%
3,495
-202
LABD icon
4822
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$57.9M
$215K ﹤0.01%
5,324
+88
ACLC
4823
American Century Large Cap Equity ETF
ACLC
$280M
$215K ﹤0.01%
+2,787
ORIO
4824
Orion Digital Corp
ORIO
$29.5M
$215K ﹤0.01%
118,852
+95,875
EQAL icon
4825
Invesco Russell 1000 Equal Weight ETF
EQAL
$719M
$215K ﹤0.01%
+4,135