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
DGS icon
4826
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.72B
$215K ﹤0.01%
3,760
-73
ELVR
4827
Elevra Lithium Ltd
ELVR
$1.12B
$215K ﹤0.01%
+8,937
UPLD icon
4828
Upland Software
UPLD
$42.2M
$214K ﹤0.01%
90,240
+31,288
TAYD icon
4829
Taylor Devices
TAYD
$225M
$214K ﹤0.01%
+4,353
VTGN icon
4830
VistaGen Therapeutics
VTGN
$25.5M
$214K ﹤0.01%
+60,152
SGU icon
4831
Star Group
SGU
$422M
$213K ﹤0.01%
18,004
+2,870
DYLD icon
4832
LeaderShares Dynamic Yield ETF
DYLD
$41.9M
$213K ﹤0.01%
+9,361
EDGF
4833
3EDGE Dynamic Fixed Income ETF
EDGF
$296M
$212K ﹤0.01%
+8,539
UPRO icon
4834
ProShares UltraPro S&P 500
UPRO
$4.77B
$212K ﹤0.01%
+1,900
FALN icon
4835
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$212K ﹤0.01%
7,618
-214
UEIC icon
4836
Universal Electronics
UEIC
$53.6M
$211K ﹤0.01%
45,340
+10,521
NODK icon
4837
NI Holdings
NODK
$273M
$210K ﹤0.01%
15,510
+1,729
FCAP icon
4838
First Capital
FCAP
$170M
$210K ﹤0.01%
+4,588
CZFS icon
4839
Citizens Financial Services
CZFS
$315M
$209K ﹤0.01%
+3,475
BDGS icon
4840
Bridges Capital Tactical ETF
BDGS
$42.1M
$209K ﹤0.01%
+6,079
GQQQ
4841
Astoria US Quality Growth Kings ETF
GQQQ
$106M
$209K ﹤0.01%
+7,066
ALTI icon
4842
AlTi Global
ALTI
$451M
$208K ﹤0.01%
58,529
+32,908
EMO
4843
ClearBridge Energy Midstream Opportunity Fund
EMO
$873M
$208K ﹤0.01%
4,638
+14
BUYW icon
4844
Main BuyWrite ETF
BUYW
$1.05B
$207K ﹤0.01%
14,581
-48,408
SIL icon
4845
Global X Silver Miners ETF NEW
SIL
$6.77B
$207K ﹤0.01%
+2,892
JHHY
4846
John Hancock High Yield ETF
JHHY
$70.8M
$206K ﹤0.01%
7,872
-8,138
XUSP icon
4847
Innovator Uncapped Accelerated US Equity ETF
XUSP
$49.2M
$206K ﹤0.01%
+4,422
KRMA icon
4848
Global X Conscious Companies ETF
KRMA
$113M
$205K ﹤0.01%
4,756
-289
DECU
4849
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$285M
$204K ﹤0.01%
+7,600
FMAY icon
4850
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
$203K ﹤0.01%
+3,886