Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $761B
1-Year Est. Return 31.67%
 

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
+31.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.27B
3 +$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1 +$2.77B
2 +$2.27B
3 +$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.61%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JEPI icon
5376
JPMorgan Equity Premium Income ETF
JEPI
$44B
-10,301
JHML icon
5377
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
-10,742
JPEF icon
5378
JPMorgan Equity Focus ETF
JPEF
$1.96B
-11,411
JPIE icon
5379
JPMorgan Income ETF
JPIE
$9.08B
-159,189
JPLD icon
5380
JPMorgan Limited Duration Bond ETF
JPLD
$3.82B
-65,130
JPME icon
5381
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$448M
-7,560
JPST icon
5382
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
-333,065
JQUA icon
5383
JPMorgan US Quality Factor ETF
JQUA
$8.25B
-39,561
JSCP icon
5384
JPMorgan Short Duration Core Plus ETF
JSCP
$1.47B
-219,638
JUCY icon
5385
Aptus Enhanced Yield ETF
JUCY
$244M
-25,000
JULZ icon
5386
TrueShares Structured Outcome July ETF
JULZ
$34.5M
-10,000
JULW icon
5387
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$233M
-9,349
K
5388
DELISTED
Kellanova
K
-2,243,876
KAPR icon
5389
Innovator US Small Cap Power Buffer ETF April
KAPR
$215M
-10,628
KLXE icon
5390
KLX Energy Services
KLXE
$61.5M
-10,277
KOSS icon
5391
Koss Corp
KOSS
$38.5M
-17,006
KPTI icon
5392
Karyopharm Therapeutics
KPTI
$209M
-24,885
KWT icon
5393
iShares MSCI Kuwait ETF
KWT
$70.3M
-17,766
KXI icon
5394
iShares Global Consumer Staples ETF
KXI
$990M
-13,709
LABD icon
5395
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$83.5M
-5,324
LAKE icon
5396
Lakeland Industries
LAKE
$101M
-27,831
LAZR
5397
DELISTED
Luminar Technologies
LAZR
-403,452
LCUT icon
5398
Lifetime Brands
LCUT
$209M
-18,717
LNW
5399
DELISTED
Light & Wonder
LNW
-891,438
MBRX icon
5400
Moleculin Biotech
MBRX
$13.1M
-510