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
$619B
AUM Growth
+$91.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,513
New
Increased
Reduced
Closed

Top Buys

1 +$5.32B
2 +$3.38B
3 +$2.61B
4
META icon
Meta Platforms (Facebook)
META
+$1.62B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62B

Top Sells

1 +$696M
2 +$683M
3 +$591M
4
MRVL icon
Marvell Technology
MRVL
+$575M
5
NKE icon
Nike
NKE
+$515M

Sector Composition

1 Technology 24.19%
2 Financials 11.42%
3 Consumer Discretionary 9.21%
4 Healthcare 7.49%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNCY icon
5051
Unicycive Therapeutics
UNCY
$149M
-7,348
USMF icon
5052
WisdomTree US Multifactor Fund
USMF
$395M
-23,215
USVM icon
5053
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.27B
-20,795
VABK icon
5054
Virginia National Bankshares
VABK
$213M
-7,042
VBNK
5055
VersaBank
VBNK
$504M
-10,271
VFLO icon
5056
VictoryShares Free Cash Flow ETF
VFLO
$5.84B
-123,478
VGAS icon
5057
Verde Clean Fuels
VGAS
$54.5M
-18,801
VLN icon
5058
Valens Semiconductor
VLN
$201M
-43,208
WBX icon
5059
Wallbox
WBX
$52.7M
-2,245
WHG icon
5060
Westwood Holdings Group
WHG
$170M
-13,148
WNEB icon
5061
Western New England Bancorp
WNEB
$261M
-92,006
WW
5062
DELISTED
WW International
WW
-137,388
X
5063
DELISTED
US Steel
X
-1,019,190
XCEM icon
5064
Columbia EM Core ex-China ETF
XCEM
$1.4B
-11,806
XJUN icon
5065
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$142M
-6,211
XOMA icon
5066
Xoma
XOMA
$331M
-11,523
XTEN icon
5067
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$883M
-6,576
XTRE icon
5068
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$218M
-8,566
YTRA icon
5069
Yatra Online
YTRA
$101M
-37,319
BTSGU icon
5070
BrightSpring Health Services Unit
BTSGU
$1.06B
-55,000
CAAA icon
5071
First Trust AAA CMBS ETF
CAAA
$27.6M
-100,000
MBSF icon
5072
Regan Floating Rate MBS ETF
MBSF
$174M
-187,816
SCIO icon
5073
First Trust Structured Credit Income Opportunities ETF
SCIO
$150M
-100,000
AIRJ
5074
Montana Technologies Corp
AIRJ
$251M
-85,150
NITO icon
5075
N2OFF
NITO
$4.42M
-303