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
PARA
5451
DELISTED
Paramount Global Class B
PARA
-5,325,210
PEPG icon
5452
PepGen
PEPG
$377M
-70,603
PET
5453
DELISTED
Wag!
PET
-17,582
PEZ icon
5454
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$25.9M
-13,976
PFLD icon
5455
AAM Low Duration Preferred and Income Securities ETF
PFLD
$448M
-20,808
PHB icon
5456
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$378M
-51,618
JPMB icon
5457
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$64.8M
-8,054
JPUS
5458
JPMorgan Diversified Return US Equity ETF
JPUS
$399M
-7,633
JTEK icon
5459
JPMorgan US Tech Leaders ETF
JTEK
$3.29B
-10,627
JULJ icon
5460
Innovator Premium Income 30 Barrier ETF July
JULJ
$17.5M
-8,060
JXI icon
5461
iShares Global Utilities ETF
JXI
$254M
-5,000
KC
5462
Kingsoft Cloud Holdings
KC
$3.71B
-54,551
PHO icon
5463
Invesco Water Resources ETF
PHO
$2.19B
-9,844
PLL
5464
DELISTED
Piedmont Lithium
PLL
-51,386
PMTS icon
5465
CPI Card Group
PMTS
$159M
-8,660
POET icon
5466
POET Technologies
POET
$917M
-24,025
KCE icon
5467
State Street SPDR S&P Capital Markets ETF
KCE
$551M
-4,237
METCB icon
5468
Ramaco Resources Class B
METCB
$920M
-23,719
MGOV icon
5469
First Trust Intermediate Government Opportunities ETF
MGOV
$83.9M
-56,192
MLGO
5470
MicroAlgo
MLGO
$60.7M
-1,601
MMIT icon
5471
IQ MacKay Municipal Intermediate ETF
MMIT
$1.34B
-80,600
KEMQ icon
5472
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$43M
-48,397
KLG
5473
DELISTED
WK Kellogg Co
KLG
-740,657
KNG icon
5474
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
-5,781
KOMP icon
5475
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.66B
-19,175