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
LCUT icon
5501
Lifetime Brands
LCUT
$155M
-18,717
LNW
5502
DELISTED
Light & Wonder
LNW
-891,438
MBRX icon
5503
Moleculin Biotech
MBRX
$13.6M
-510
SPNS
5504
DELISTED
Sapiens International
SPNS
-1,688,763
BBHY icon
5505
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$610M
-99,737
BBMC icon
5506
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.04B
-34,643
BDGS icon
5507
Bridges Capital Tactical ETF
BDGS
$42.3M
-6,079
BEAT icon
5508
Heartbeam
BEAT
$48.5M
-37,752
BGSF icon
5509
BGSF Inc
BGSF
$71.8M
-13,728
BIBL icon
5510
Inspire 100 ETF
BIBL
$418M
-25,118
ACES icon
5511
ALPS Clean Energy ETF
ACES
$123M
-50,089
ADAP
5512
DELISTED
Adaptimmune Therapeutics
ADAP
-12,320
ADVM
5513
DELISTED
Adverum Biotechnologies
ADVM
-402,581
AENT icon
5514
Alliance Entertainment
AENT
$374M
-11,730
AFMC icon
5515
First Trust Active Factor Mid Cap ETF
AFMC
$150M
-22,540
AFSM icon
5516
First Trust Active Factor Small Cap ETF
AFSM
$89.8M
-6,127
AGGH icon
5517
Simplify Aggregate Bond ETF
AGGH
$437M
-12,194
AIA icon
5518
iShares Asia 50 ETF
AIA
$3.94B
-10,496
AKRO
5519
DELISTED
Akero Therapeutics
AKRO
-855,766
ALAR
5520
Alarum Technologies
ALAR
$49.6M
-16,457
ALE
5521
DELISTED
Allete
ALE
-203,669
APUE icon
5522
ActivePassive US Equity ETF
APUE
$2.39B
-13,479
ARIS
5523
DELISTED
Aris Water Solutions
ARIS
-1,759,807
ASRT icon
5524
Assertio
ASRT
$116M
-5,349
ASRV icon
5525
AmeriServ Financial
ASRV
$66M
-14,116