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
SOPH icon
4926
SOPHiA GENETICS
SOPH
$305M
$130K ﹤0.01%
27,207
+8,828
CHMI
4927
Cherry Hill Mortgage Investment Corp
CHMI
$98.5M
$129K ﹤0.01%
+53,865
BWEN icon
4928
Broadwind
BWEN
$55.9M
$129K ﹤0.01%
61,283
+565
ASST icon
4929
Strive Inc
ASST
$566M
$129K ﹤0.01%
+2,571
LUCK
4930
Lucky Strike Entertainment
LUCK
$1.17B
$128K ﹤0.01%
12,535
-5,588
BFK
4931
DELISTED
BlackRock Municipal Income Trust
BFK
$128K ﹤0.01%
+12,771
CATO icon
4932
Cato Corp
CATO
$58.3M
$128K ﹤0.01%
30,323
-24,509
SKYH icon
4933
Sky Harbour Group
SKYH
$306M
$128K ﹤0.01%
+12,922
EP icon
4934
Empire Petroleum
EP
$105M
$127K ﹤0.01%
28,170
+17,084
ADV icon
4935
Advantage Solutions
ADV
$221M
$127K ﹤0.01%
82,945
+8,306
FTHM icon
4936
Fathom Holdings
FTHM
$26.6M
$126K ﹤0.01%
69,882
+37,458
INO icon
4937
Inovio Pharmaceuticals
INO
$119M
$126K ﹤0.01%
53,711
-83,063
RDNW
4938
RideNow Group
RDNW
$236M
$124K ﹤0.01%
28,198
-27,492
HFRO
4939
Highland Opportunities and Income Fund
HFRO
$328M
$123K ﹤0.01%
+19,357
WWR icon
4940
Westwater Resources
WWR
$96.9M
$122K ﹤0.01%
+128,947
LGO
4941
Largo
LGO
$131M
$122K ﹤0.01%
81,209
+23,369
CBLL
4942
CeriBell Inc
CBLL
$694M
$122K ﹤0.01%
10,592
+458
FT
4943
Franklin Universal Trust
FT
$205M
$122K ﹤0.01%
15,126
-361
XBP icon
4944
XBP Global Holdings
XBP
$63.5M
$120K ﹤0.01%
+14,898
UHG icon
4945
United Homes Group
UHG
$68.2M
$119K ﹤0.01%
28,930
-35,004
TUSK icon
4946
Mammoth Energy Services
TUSK
$106M
$119K ﹤0.01%
52,081
-1,520
DAO
4947
Youdao
DAO
$1.21B
$119K ﹤0.01%
+11,968
HOWL icon
4948
Werewolf Therapeutics
HOWL
$35.9M
$119K ﹤0.01%
60,341
-167,101
BKHA
4949
Black Hawk Acquisition Corp
BKHA
$48.6M
$118K ﹤0.01%
10,635
-27,865
SLN
4950
Silence Therapeutics
SLN
$296M
$118K ﹤0.01%
+22,644