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
INMU icon
5351
BlackRock Intermediate Muni Income Bond ETF
INMU
$269M
-23,492
INZY
5352
DELISTED
Inozyme Pharma
INZY
-155,008
IQDF icon
5353
FlexShares International Quality Dividend Index Fund
IQDF
$1.01B
-24,612
ISEP icon
5354
Innovator International Developed Power Buffer ETF September
ISEP
$100M
-8,412
ITOS
5355
DELISTED
iTeos Therapeutics
ITOS
-155,351
IVAL icon
5356
Alpha Architect International Quantitative Value ETF
IVAL
$194M
-25,060
IVVM icon
5357
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$143M
-8,594
JGRO icon
5358
JPMorgan Active Growth ETF
JGRO
$8.44B
-4,687
JMEE icon
5359
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.23B
-3,989
JNPR
5360
DELISTED
Juniper Networks
JNPR
-1,862,232
JOET icon
5361
Virtus Terranova US Quality Momentum ETF
JOET
$238M
-6,055
MAG
5362
DELISTED
MAG Silver
MAG
-3,180,673
MBOT icon
5363
Microbot Medical
MBOT
$134M
-34,003
MGRM
5364
DELISTED
Monogram Orthopaedics
MGRM
-28,906
MGRX icon
5365
Mangoceuticals
MGRX
$8.67M
-10,570
MODV
5366
DELISTED
ModivCare
MODV
-39,669
PPBI
5367
DELISTED
Pacific Premier Bancorp
PPBI
-1,681,582
PSHG icon
5368
Performance Shipping
PSHG
$25.4M
-28,699
PSTV icon
5369
Plus Therapeutics
PSTV
$48.2M
-26,753
PTBD icon
5370
Pacer Trendpilot US Bond ETF
PTBD
$115M
-52,809
PWOD
5371
DELISTED
Penns Woods Bancorp
PWOD
-8,886
PXE icon
5372
Invesco Energy Exploration & Production ETF
PXE
$79M
-14,019
PZA icon
5373
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.31B
-496,481
QAI icon
5374
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$787M
-36,324
QQQJ icon
5375
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$844M
-69,488