Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
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 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISPO
5476
DELISTED
Inspirato
ISPO
-17,260
IWFG icon
5477
IQ Winslow Focused Large Cap Growth ETF
IWFG
$58.1M
-6,137
IZM icon
5478
ICZOOM Group
IZM
$4.48M
-21,287
JEPI icon
5479
JPMorgan Equity Premium Income ETF
JEPI
$44.9B
-10,301
JHML icon
5480
John Hancock Multifactor Large Cap ETF
JHML
$1.11B
-10,742
JPEF icon
5481
JPMorgan Equity Focus ETF
JPEF
$1.89B
-11,411
JPIE icon
5482
JPMorgan Income ETF
JPIE
$8.64B
-159,189
JPLD icon
5483
JPMorgan Limited Duration Bond ETF
JPLD
$3.77B
-65,130
JPME icon
5484
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$428M
-7,560
JPST icon
5485
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
-333,065
JQUA icon
5486
JPMorgan US Quality Factor ETF
JQUA
$7.42B
-39,561
JSCP icon
5487
JPMorgan Short Duration Core Plus ETF
JSCP
$1.42B
-219,638
JUCY icon
5488
Aptus Enhanced Yield ETF
JUCY
$236M
-25,000
JULZ icon
5489
TrueShares Structured Outcome July ETF
JULZ
$20.5M
-10,000
JULW icon
5490
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$315M
-9,349
K
5491
DELISTED
Kellanova
K
-2,243,876
KAPR icon
5492
Innovator US Small Cap Power Buffer ETF April
KAPR
$204M
-10,628
KLXE icon
5493
KLX Energy Services
KLXE
$65.9M
-10,277
KOSS icon
5494
Koss Corp
KOSS
$41.8M
-17,006
KPTI icon
5495
Karyopharm Therapeutics
KPTI
$195M
-24,885
KWT icon
5496
iShares MSCI Kuwait ETF
KWT
$71.9M
-17,766
KXI icon
5497
iShares Global Consumer Staples ETF
KXI
$1.01B
-13,709
LABD icon
5498
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$91.6M
-5,324
LAKE icon
5499
Lakeland Industries
LAKE
$98.9M
-27,831
LAZR
5500
DELISTED
Luminar Technologies
LAZR
-403,452