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
HFRO
5401
Highland Opportunities and Income Fund
HFRO
$360M
-10,157
HNVR icon
5402
Hanover Bancorp
HNVR
$155M
-22,164
HOFVW
5403
DELISTED
Hall of Fame Resort & Entertainment Company Warrant
HOFVW
-12,100
HTAB icon
5404
Hartford Schroders Tax-Aware Bond ETF
HTAB
$353M
-36,700
HUBC icon
5405
Hub Cyber Security
HUBC
$38.6M
-22,779
HWBK icon
5406
Hawthorn Bancshares
HWBK
$206M
-20,460
HYHG icon
5407
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$166M
-34,895
HYLS icon
5408
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.69B
-25,873
HYMCW
5409
DELISTED
Hycroft Mining Holding Corporation Warrant
HYMCW
-250,000
HYXU icon
5410
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$66M
-21,453
HYZD icon
5411
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$186M
-22,342
IAI icon
5412
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
-11,254
IAUM icon
5413
iShares Gold Trust Micro
IAUM
$4.92B
-250,016
IBHF icon
5414
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$969M
-298,348
IBTJ icon
5415
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$754M
-10,125
IBTK icon
5416
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$537M
-91,994
ICAD
5417
DELISTED
iCAD Inc
ICAD
-21,533
IBTM icon
5418
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$439M
-44,583
IDR icon
5419
Idaho Strategic Resources
IDR
$699M
-52,099