Goldman Sachs Portfolio holdings
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.
Top Buys
| 1 |
Visa
V
|
+$1.8B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.68B |
| 3 |
Apple
AAPL
|
+$906M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$715M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$669M |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$878M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$534M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$471M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$344M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$325M |
Sector Composition
| 1 | Technology | 17.92% |
| 2 | Healthcare | 10.92% |
| 3 | Financials | 10.42% |
| 4 | Consumer Discretionary | 9.12% |
| 5 | Industrials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EXE
676
Expand Energy Corporation Common Stock
EXE
$23B
| $85.3M | 0.02% |
905,266
+112,529
| +14% | +$10.6M |
|
677
Stanley Black & Decker
SWK
$11.9B
| $85.2M | 0.02% |
1,133,085
+297,561
| +36% | +$22.4M |
|
678
Atmos Energy
ATO
$26.3B
| $84.9M | 0.02% |
833,088
-34,735
| -4% | -$3.54M |
|
679
Vanguard Dividend Appreciation ETF
VIG
$97B
| $84.8M | 0.02% |
627,449
+187,086
| +42% | +$25.3M |
|
680
Host Hotels & Resorts
HST
$12.1B
| $84.6M | 0.02% |
5,329,963
+2,940,862
| +123% | +$46.7M |
|
681
RLJ Lodging Trust
RLJ
$1.14B
| $84.6M | 0.02% |
8,362,259
-1,657
| -0% | -$16.8K |
|
|
AVLR
682
DELISTED
Avalara, Inc.
AVLR
| $84.5M | 0.02% |
920,610
+399,217
| +77% | +$36.6M |
|
683
Lincoln National
LNC
$7.88B
| $84.1M | 0.02% |
1,916,303
+921,810
| +93% | +$40.5M |
|
684
International Paper
IP
$24.5B
| $84M | 0.02% |
2,649,131
-492,348
| -16% | -$15.6M |
|
685
STAG Industrial
STAG
$6.68B
| $83.9M | 0.02% |
2,951,389
-197,388
| -6% | -$5.61M |
|
686
Hancock Whitney
HWC
$5.35B
| $83.8M | 0.02% |
1,828,386
+18,884
| +1% | +$865K |
|
687
Lamb Weston
LW
$7.79B
| $82.6M | 0.02% |
1,067,733
+372,764
| +54% | +$28.8M |
|
688
VanEck Oil Services ETF
OIH
$858M
| $82.6M | 0.02% |
390,901
+298,693
| +324% | +$63.1M |
|
689
Cooper Companies
COO
$13.5B
| $82.6M | 0.02% |
1,251,272
+16,112
| +1% | +$1.06M |
|
690
Copart
CPRT
$46.9B
| $82.5M | 0.02% |
3,102,280
+589,836
| +23% | +$15.7M |
|
691
Crown Holdings
CCK
$11B
| $82.3M | 0.02% |
1,015,566
-414,252
| -29% | -$33.6M |
|
692
Omnicom Group
OMC
$14.7B
| $82.2M | 0.02% |
1,303,237
-205,569
| -14% | -$13M |
|
|
ALX
693
Alexander's
ALX
$1.22B
| $82.1M | 0.02% |
393,023
+41,704
| +12% | +$8.71M |
|
694
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $82M | 0.02% |
1,295,719
+122,194
| +10% | +$7.73M |
|
695
Constellation Energy
CEG
$100B
| $81.9M | 0.02% |
984,314
+61,757
| +7% | +$5.14M |
|
696
FIVE9
FIVN
$1.95B
| $81.8M | 0.02% |
1,090,663
+27,383
| +3% | +$2.05M |
|
697
National Storage Affiliates Trust
NSA
$2.45B
| $81.6M | 0.02% |
1,962,272
+1,080,163
| +122% | +$44.9M |
|
698
CenterPoint Energy
CNP
$24.7B
| $81.1M | 0.02% |
2,879,190
-931,501
| -24% | -$26.2M |
|
699
Brookfield Renewable
BEP
$7.14B
| $80.6M | 0.02% |
2,574,814
+38,260
| +2% | +$1.2M |
|
700
Globe Life
GL
$11.3B
| $80.5M | 0.02% |
807,205
-352,467
| -30% | -$35.1M |
|