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
NEON icon
5326
Neonode
NEON
$27.5M
-39,971
NEXA icon
5327
Nexa Resources
NEXA
$1.91B
-10,633
NINE
5328
DELISTED
Nine Energy Service
NINE
-149,434
NJAN icon
5329
Innovator Growth-100 Power Buffer ETF January
NJAN
$373M
-5,345
NMFC icon
5330
New Mountain Finance
NMFC
$797M
-28,425
NUV icon
5331
Nuveen Municipal Value Fund
NUV
$1.9B
-12,992
NVEE
5332
DELISTED
NV5 Global
NVEE
-143,079
NYXH
5333
Nyxoah
NYXH
$130M
-15,508
OACP icon
5334
OneAscent Core Plus Bond ETF
OACP
$252M
-15,979
OLO
5335
DELISTED
Olo Inc
OLO
-642,752
ONEQ icon
5336
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.91B
-4,544
ONEY icon
5337
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$865M
-17,877
OPAD icon
5338
Offerpad Solutions
OPAD
$38.3M
-59,359
OPI
5339
DELISTED
Office Properties Income Trust
OPI
-10,228
OPRA
5340
Opera Ltd
OPRA
$1.55B
-103,452
OWNS
5341
CCM Affordable Housing MBS ETF
OWNS
$102M
-15,472
PARAA
5342
DELISTED
Paramount Global Class A
PARAA
-18,432
PASG icon
5343
Passage Bio
PASG
$18.7M
-580
PARA
5344
DELISTED
Paramount Global Class B
PARA
-5,325,210
PEPG icon
5345
PepGen
PEPG
$106M
-70,603
PET
5346
DELISTED
Wag!
PET
-17,582
PEZ icon
5347
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$23.3M
-13,976
PFIX icon
5348
Simplify Interest Rate Hedge ETF
PFIX
$201M
-31,400
PFLD icon
5349
AAM Low Duration Preferred and Income Securities ETF
PFLD
$429M
-20,808
IFLN
5350
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$286M
-51,618