Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.36%
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 +$4B
2 +$1.99B
3 +$1.97B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.83B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Top Sells

1 +$1.57B
2 +$1.51B
3 +$1.47B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02B
5
MDT icon
Medtronic
MDT
+$871M

Sector Composition

1 Technology 25.28%
2 Financials 10.87%
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
KULR icon
4801
KULR Technology Group
KULR
$130M
$221K ﹤0.01%
53,220
+40,521
YDEC icon
4802
FT Vest International Equity Moderate Buffer ETF December
YDEC
$141M
$221K ﹤0.01%
+8,620
INNV icon
4803
InnovAge Holding
INNV
$1.19B
$221K ﹤0.01%
42,891
+21,865
NXDT
4804
NexPoint Diversified Real Estate Trust
NXDT
$233M
$220K ﹤0.01%
59,566
-15,545
TJAN
4805
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.8M
$220K ﹤0.01%
+8,127
ACU icon
4806
Acme United Corp
ACU
$164M
$219K ﹤0.01%
+5,326
IBMQ icon
4807
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$633M
$217K ﹤0.01%
8,456
EMXF icon
4808
iShares ESG Advanced MSCI EM ETF
EMXF
$133M
$217K ﹤0.01%
4,787
-1,549
SIEB icon
4809
Siebert Financial
SIEB
$74.8M
$217K ﹤0.01%
74,197
+34,683
CGBD icon
4810
Carlyle Secured Lending
CGBD
$774M
$216K ﹤0.01%
17,289
-5,240
IBMP icon
4811
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$617M
$216K ﹤0.01%
8,477
-44,837
GNSS icon
4812
Genasys
GNSS
$81.8M
$216K ﹤0.01%
88,065
-1,181
IBMN
4813
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$216K ﹤0.01%
8,052
IBMO icon
4814
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$578M
$216K ﹤0.01%
8,399
-19,911
GEF.B icon
4815
Greif Class B
GEF.B
$3.19B
$215K ﹤0.01%
3,495
-202
LABD icon
4816
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$76.2M
$215K ﹤0.01%
5,324
+88
ACLC
4817
American Century Large Cap Equity ETF
ACLC
$273M
$215K ﹤0.01%
+2,787
ORIO
4818
Orion Digital Corp
ORIO
$25.9M
$215K ﹤0.01%
118,852
+95,875
EQAL icon
4819
Invesco Russell 1000 Equal Weight ETF
EQAL
$764M
$215K ﹤0.01%
+4,135
DGS icon
4820
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
$215K ﹤0.01%
3,760
-73
ELVR
4821
Elevra Lithium Ltd
ELVR
$925M
$215K ﹤0.01%
+8,937
UPLD icon
4822
Upland Software
UPLD
$15M
$214K ﹤0.01%
90,240
+31,288
TAYD icon
4823
Taylor Devices
TAYD
$262M
$214K ﹤0.01%
+4,353
VTGN icon
4824
VistaGen Therapeutics
VTGN
$24.2M
$214K ﹤0.01%
+60,152
SGU icon
4825
Star Group
SGU
$420M
$213K ﹤0.01%
18,004
+2,870