Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
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
$21.3M
-1,013
SKBL
5252
Skyline Builders Group
SKBL
$51.5M
-10,947
MSIF
5253
MSC Income Fund Inc
MSIF
$568M
-18,000
SCCR
5254
Schwab Core Bond ETF
SCCR
$1.35B
-32,955
EFSI
5255
Eagle Financial Services Inc
EFSI
$206M
-8,061
SHYM
5256
iShares Short Duration High Yield Muni Active ETF
SHYM
$542M
-74,364
ASBP
5257
Aspire Biopharma
ASBP
$1.03M
-468
QVCGA
5258
DELISTED
QVC Group Inc Series A
QVCGA
-16,823
EBI
5259
The RBB Fund Trust Longview Advantage ETF
EBI
$677M
-6,098
LZMH
5260
LZ Technology Holdings
LZMH
$18.6M
-30,783
PRIV
5261
State Street IG Public & Private Credit ETF
PRIV
$833M
-353,966
RCGE
5262
RockCreek Global Equality ETF
RCGE
$94.2M
-120,686
OMAH
5263
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$704M
-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
$558M
-113,458
APUS
5267
Apimeds Pharmaceuticals US
APUS
-1,199
ARAI
5268
Arrive AI Inc
ARAI
$35.3M
-20,187
MUNY
5269
Vanguard New York Tax-Exempt Bond ETF
MUNY
$350M
-5,331
FFUT
5270
Fidelity Managed Futures ETF
FFUT
$252M
-4,095
KDK
5271
Kodiak AI
KDK
$1.54B
-129,440
CSCL
5272
Direxion Daily CSCO Bull 2X ETF
CSCL
$4.71M
-25,000
ICSH icon
5273
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.27B
-417,592
IDLV icon
5274
Invesco S&P International Developed Low Volatility ETF
IDLV
$371M
-24,279
IDUB icon
5275
Aptus International Enhanced Yield ETF
IDUB
$464M
-45,366