Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $619B
1-Year Est. Return 19.55%
 

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
+19.55%
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 24.2%
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
BUFR icon
5326
FT Vest Fund of Buffer ETFs
BUFR
$7.53B
-82,740
BVFL icon
5327
BV Financial
BVFL
$149M
-44,779
CBFV icon
5328
CB Financial Services
CBFV
$162M
-22,538
CDT icon
5329
CDT Equity Inc
CDT
$5.65M
-838
CFFI icon
5330
C&F Financial
CFFI
$223M
-13,155
CHIQ icon
5331
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
-11,307
CLBR
5332
DELISTED
Colombier Acquisition Corp II
CLBR
-14,877
CLIR icon
5333
ClearSign Technologies
CLIR
$50.7M
-20,493
CLRB icon
5334
Cellectar Biosciences
CLRB
$15.9M
-360
CODX icon
5335
Co-Diagnostics
CODX
$18.5M
-13,006
CPLS icon
5336
AB Core Plus Bond ETF
CPLS
$180M
-30,345
CRGO icon
5337
Freightos
CRGO
$185M
-30,458
CSBR icon
5338
Champions Oncology
CSBR
$90.7M
-23,129
CSPI icon
5339
CSP Inc
CSPI
$116M
-29,800
CTEX icon
5340
ProShares S&P Kensho Cleantech ETF
CTEX
$1.91M
-25,000
CVEO icon
5341
Civeo
CVEO
$269M
-8,858
CZFS icon
5342
Citizens Financial Services
CZFS
$263M
-7,467
CZWI icon
5343
Citizens Community Bancorp
CZWI
$158M
-41,890
DADA
5344
DELISTED
Dada Nexus
DADA
-277,056
DEHP icon
5345
Dimensional Emerging Markets High Profitability ETF
DEHP
$295M
-16,059
DESP
5346
DELISTED
Despegar.com
DESP
-1,150,406
DFAT icon
5347
Dimensional US Targeted Value ETF
DFAT
$11.5B
-26,725
DFLV icon
5348
Dimensional US Large Cap Value ETF
DFLV
$4.21B
-27,027
DFS
5349
DELISTED
Discover Financial Services
DFS
-1,732,628
DFSB icon
5350
Dimensional Global Sustainability Fixed Income ETF
DFSB
$537M
-13,210