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
FXA icon
5501
Invesco CurrencyShares Australian Dollar Trust
FXA
$74.6M
-7,451
FYC icon
5502
First Trust Small Cap Growth AlphaDEX Fund
FYC
$674M
-8,597
GDIV icon
5503
Harbor Dividend Growth Leaders ETF
GDIV
$220M
-21,611
GJAN icon
5504
FT Vest US Equity Moderate Buffer ETF January
GJAN
$350M
-21,350
GWX icon
5505
SPDR S&P International Small Cap ETF
GWX
$783M
-23,456
HCM icon
5506
HUTCHMED
HCM
$2.48B
-289,135
HCRB icon
5507
Hartford Core Bond ETF
HCRB
$341M
-23,340
HEEM icon
5508
iShares Currency Hedged MSCI Emerging Markets
HEEM
$188M
-7,293
HEGD icon
5509
Swan Hedged Equity US Large Cap ETF
HEGD
$596M
-16,751
HES
5510
DELISTED
Hess
HES
-1,806,204
HHS icon
5511
Harte-Hanks
HHS
$28M
-13,051
HLVX
5512
DELISTED
HilleVax
HLVX
-460,505
HUSV icon
5513
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$94.5M
-13,170
HYGV icon
5514
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.21B
-4,877
IAPR icon
5515
Innovator International Developed Power Buffer ETF April
IAPR
$230M
-11,212
IBDT icon
5516
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
-8,094
IBTG icon
5517
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.14B
-12,597
IBTO icon
5518
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$425M
-23,419
ICSH icon
5519
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
-417,592
IDLV icon
5520
Invesco S&P International Developed Low Volatility ETF
IDLV
$334M
-24,279
IDUB icon
5521
Aptus International Enhanced Yield ETF
IDUB
$375M
-45,366
IETC icon
5522
iShares US Tech Independence Focused ETF
IETC
$949M
-24,717
IGBH icon
5523
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$128M
-15,996
IGLB icon
5524
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.75B
-6,942
IGMS
5525
DELISTED
IGM Biosciences
IGMS
-855,286