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
STKS icon
5401
The ONE Group
STKS
$71.9M
-165,939
STR
5402
DELISTED
Sitio Royalties
STR
-693,641
STVN icon
5403
Stevanato
STVN
$5.09B
-18,723
SURG icon
5404
SurgePays
SURG
$27.6M
-18,461
SVAL icon
5405
iShares US Small Cap Value Factor ETF
SVAL
$166M
-50,000
SWTX
5406
DELISTED
SpringWorks Therapeutics
SWTX
-2,275,449
TBLL icon
5407
Invesco Short Term Treasury ETF
TBLL
$2.25B
-135,753
TBT icon
5408
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$255M
-43,827
TCI icon
5409
Transcontinental Realty Investors
TCI
$456M
-4,931
TCX icon
5410
Tucows
TCX
$268M
-10,239
BASE
5411
DELISTED
Couchbase
BASE
-1,585,466
BATT icon
5412
Amplify Lithium & Battery Technology ETF
BATT
$112M
-23,720
BBBI icon
5413
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$115M
-36,035
BBEU icon
5414
JPMorgan BetaBuilders Europe ETF
BBEU
$8.95B
-16,200
BBJP icon
5415
JPMorgan BetaBuilders Japan ETF
BBJP
$14.6B
-101,400
BCYC
5416
Bicycle Therapeutics
BCYC
$486M
-52,265
BIL icon
5417
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.4B
-330,934
BJUN icon
5418
Innovator US Equity Buffer ETF June
BJUN
$137M
-7,750
BKLC icon
5419
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.09B
-1,814
BMEZ icon
5420
BlackRock Health Sciences Trust II
BMEZ
$977M
-29,500
BOND icon
5421
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.02B
-38,826
ANEB icon
5422
Anebulo Pharmaceuticals
ANEB
$45.2M
-11,600
BSJT icon
5423
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$422M
-62,156
BSM icon
5424
Black Stone Minerals
BSM
$3.1B
-37,352
RPTX icon
5425
Repare Therapeutics
RPTX
$112M
-17,529