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
ANNA
5251
AleAnna Inc
ANNA
$114M
-10,713
YSXT
5252
YSX Tech Co Ltd
YSXT
$27.4M
-19,710
GSRT
5253
DELISTED
GSR III Acquisition Corp
GSRT
-491,262
OUSTW
5254
DELISTED
Ouster Inc Warrants
OUSTW
-28,738
CEPO
5255
Cantor Equity Partners I
CEPO
$266M
-227,032
PCLA
5256
PicoCELA Inc
PCLA
$21.9M
-30,383
SKBL
5257
Skyline Builders Group
SKBL
$50.1M
-10,947
MSIF
5258
MSC Income Fund Inc
MSIF
$617M
-18,000
SCCR
5259
Schwab Core Bond ETF
SCCR
$1.12B
-32,955
EFSI
5260
Eagle Financial Services Inc
EFSI
$217M
-8,061
SHYM
5261
iShares Short Duration High Yield Muni Active ETF
SHYM
$446M
-74,364
ASBP
5262
Aspire Biopharma
ASBP
$7.64M
-468
QVCGA
5263
QVC Group Inc Series A
QVCGA
$82.8M
-16,823
EBI
5264
The RBB Fund Trust Longview Advantage ETF
EBI
$598M
-6,098
LZMH
5265
LZ Technology Holdings
LZMH
$210M
-30,783
PRIV
5266
SPDR SSGA IG Public & Private Credit ETF
PRIV
$100M
-353,966
RCGE
5267
RockCreek Global Equality ETF
RCGE
$91.4M
-120,686
OMAH
5268
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$680M
-42,233
MCHPP
5269
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-25,000
FLYY
5270
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-19,556
FOUR.PRA
5271
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$808M
-113,458
APUS
5272
Apimeds Pharmaceuticals US
APUS
$30.2M
-11,987
ARAI
5273
Arrive AI Inc
ARAI
$88.6M
-20,187
MUNY
5274
Vanguard New York Tax-Exempt Bond ETF
MUNY
$200M
-5,331
FFUT
5275
Fidelity Managed Futures ETF
FFUT
$232M
-4,095