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
CZWI icon
4851
Citizens Community Bancorp
CZWI
$176M
$203K ﹤0.01%
+12,624
SILC icon
4852
Silicom
SILC
$94.9M
$202K ﹤0.01%
11,404
+652
AFSM icon
4853
First Trust Active Factor Small Cap ETF
AFSM
$74.4M
$200K ﹤0.01%
+6,127
KGEI
4854
Kolibri Global Energy
KGEI
$138M
$200K ﹤0.01%
36,066
-44,065
CHCI icon
4855
Comstock Holding Companies
CHCI
$120M
$199K ﹤0.01%
+14,223
WYY icon
4856
WidePoint Corp
WYY
$69M
$199K ﹤0.01%
40,188
+16,483
VIRC icon
4857
Virco
VIRC
$101M
$199K ﹤0.01%
25,634
-14,870
GLSI icon
4858
Greenwich LifeSciences
GLSI
$353M
$197K ﹤0.01%
19,845
+3,347
UNCY icon
4859
Unicycive Therapeutics
UNCY
$149M
$197K ﹤0.01%
+45,200
CLPR
4860
Clipper Realty
CLPR
$59.7M
$197K ﹤0.01%
51,797
+13,229
FPEI icon
4861
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.85B
$196K ﹤0.01%
+10,147
MYPS icon
4862
PLAYSTUDIOS Inc
MYPS
$78.3M
$196K ﹤0.01%
203,385
+22,893
TWIN icon
4863
Twin Disc
TWIN
$252M
$196K ﹤0.01%
14,029
-31,787
JILL icon
4864
J. Jill
JILL
$239M
$195K ﹤0.01%
11,344
+1,232
ISOU
4865
IsoEnergy Ltd
ISOU
$661M
$195K ﹤0.01%
+19,450
BSCT icon
4866
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.66B
$194K ﹤0.01%
+10,310
BIZD icon
4867
VanEck BDC Income ETF
BIZD
$1.63B
$193K ﹤0.01%
12,944
EMX
4868
DELISTED
EMX Royalty
EMX
$188K ﹤0.01%
36,501
-5,150
SES icon
4869
SES AI
SES
$876M
$188K ﹤0.01%
112,467
-227,052
REI icon
4870
Ring Energy
REI
$213M
$186K ﹤0.01%
171,070
-235,192
SUNS
4871
Sunrise Realty Trust
SUNS
$123M
$185K ﹤0.01%
17,804
+6,014
BOSC icon
4872
Better Online Solutions
BOSC
$30.1M
$185K ﹤0.01%
38,842
+14,458
ISSC icon
4873
Innovative Solutions & Support
ISSC
$384M
$184K ﹤0.01%
14,753
-29,794
CADL icon
4874
Candel Therapeutics
CADL
$340M
$184K ﹤0.01%
36,021
-43,384
MDV
4875
Modiv Industrial
MDV
$155M
$183K ﹤0.01%
+12,475