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
PCLA
5251
PicoCELA Inc
PCLA
$10.7M
-1,013
SKBL
5252
Skyline Builders Group
SKBL
$41.9M
-10,947
MSIF
5253
MSC Income Fund Inc
MSIF
$591M
-18,000
SCCR
5254
Schwab Core Bond ETF
SCCR
$1.22B
-32,955
EFSI
5255
Eagle Financial Services Inc
EFSI
$185M
-8,061
SHYM
5256
iShares Short Duration High Yield Muni Active ETF
SHYM
$516M
-74,364
ASBP
5257
Aspire Biopharma
ASBP
$6.18M
-468
QVCGA
5258
QVC Group Inc Series A
QVCGA
$26.1M
-16,823
EBI
5259
The RBB Fund Trust Longview Advantage ETF
EBI
$601M
-6,098
LZMH
5260
LZ Technology Holdings
LZMH
$204M
-30,783
PRIV
5261
State Street IG Public & Private Credit ETF
PRIV
$845M
-353,966
RCGE
5262
RockCreek Global Equality ETF
RCGE
$92M
-120,686
OMAH
5263
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$680M
-42,233
MCHPP
5264
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-25,000
FLYY
5265
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-19,556
FOUR.PRA
5266
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$589M
-113,458
APUS
5267
Apimeds Pharmaceuticals US
APUS
$16.3M
-11,987
ARAI
5268
Arrive AI Inc
ARAI
$38.6M
-20,187
MUNY
5269
Vanguard New York Tax-Exempt Bond ETF
MUNY
$316M
-5,331
FFUT
5270
Fidelity Managed Futures ETF
FFUT
$237M
-4,095
KDK
5271
Kodiak AI
KDK
$1.59B
-129,440
CSCL
5272
Direxion Daily CSCO Bull 2X ETF
CSCL
$5.12M
-25,000
IBDT icon
5273
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.77B
-8,094
IBTG icon
5274
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
-12,597
IBTO icon
5275
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$445M
-23,419