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
MEOH icon
1526
Methanex
MEOH
$3.79B
$30.8M ﹤0.01%
775,113
+287,574
LMND icon
1527
Lemonade
LMND
$6.97B
$30.8M ﹤0.01%
575,354
-81,283
VOTE icon
1528
TCW Transform 500 ETF
VOTE
$943M
$30.7M ﹤0.01%
391,641
-10,206
JPIB icon
1529
JPMorgan International Bond Opportunities ETF
JPIB
$1.55B
$30.7M ﹤0.01%
+626,079
LW icon
1530
Lamb Weston
LW
$6.07B
$30.7M ﹤0.01%
528,162
-420,735
THG icon
1531
Hanover Insurance
THG
$6.03B
$30.6M ﹤0.01%
168,705
-19,520
ATI icon
1532
ATI
ATI
$16.8B
$30.6M ﹤0.01%
376,241
-4,164
REZI icon
1533
Resideo Technologies
REZI
$5.41B
$30.6M ﹤0.01%
707,875
+389,078
XAR icon
1534
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.88B
$30.5M ﹤0.01%
130,008
+17,735
TVTX icon
1535
Travere Therapeutics
TVTX
$2.63B
$30.4M ﹤0.01%
1,273,903
-282,949
SPNT icon
1536
SiriusPoint
SPNT
$2.26B
$30.4M ﹤0.01%
1,677,948
+694,011
DKL icon
1537
Delek Logistics
DKL
$2.58B
$30.4M ﹤0.01%
666,527
+42,230
SCHP icon
1538
Schwab US TIPS ETF
SCHP
$14.7B
$30.3M ﹤0.01%
1,124,106
-566,850
MRC
1539
DELISTED
MRC Global
MRC
$30.2M ﹤0.01%
2,097,644
+1,186,547
CBU icon
1540
Community Bank
CBU
$3.26B
$30.2M ﹤0.01%
515,358
+10,996
FND icon
1541
Floor & Decor
FND
$8.11B
$30.2M ﹤0.01%
409,945
-76,532
BYD icon
1542
Boyd Gaming
BYD
$6.55B
$30.2M ﹤0.01%
349,060
-75,084
SKT icon
1543
Tanger
SKT
$3.73B
$30.2M ﹤0.01%
891,614
+36,076
CNOB icon
1544
Center Bancorp
CNOB
$1.4B
$30.1M ﹤0.01%
1,213,587
+6,647
NSP icon
1545
Insperity
NSP
$1.76B
$30.1M ﹤0.01%
611,834
+98,634
AMG icon
1546
Affiliated Managers Group
AMG
$9B
$30.1M ﹤0.01%
126,079
+4,975
IYE icon
1547
iShares US Energy ETF
IYE
$1.26B
$30M ﹤0.01%
632,296
-290,366
CTRI icon
1548
Centuri Holdings
CTRI
$2.83B
$29.9M ﹤0.01%
1,414,096
+1,325,117
ESTC icon
1549
Elastic
ESTC
$7.56B
$29.9M ﹤0.01%
353,404
-22,819
SIRI icon
1550
SiriusXM
SIRI
$6.9B
$29.8M ﹤0.01%
1,281,484
-273,595