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 |
Meta Platforms (Facebook)
META
|
+$1.21B |
| 2 |
Apple
AAPL
|
+$1.14B |
| 3 |
Broadcom
AVGO
|
+$923M |
| 4 |
UnitedHealth
UNH
|
+$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.25B |
| 3 |
Royal Bank of Canada
RY
|
+$1.12B |
| 4 |
TC Energy
TRP
|
+$1.09B |
| 5 |
Amazon
AMZN
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Ashland
ASH
$2.41B
| $27.2M | ﹤0.01% |
380,887
-600,598
| -61% | -$42.9M |
|
1527
MasterBrand
MBC
$1.71B
| $27.2M | ﹤0.01% |
1,860,676
-214,437
| -10% | -$3.13M |
|
1528
Chesapeake Utilities
CPK
$2.95B
| $27.2M | ﹤0.01% |
223,740
+46,017
| +26% | +$5.58M |
|
1529
Lakeland Financial Corp
LKFN
$1.66B
| $27.1M | ﹤0.01% |
394,816
+97,850
| +33% | +$6.73M |
|
1530
Li Auto
LI
$24.8B
| $27.1M | ﹤0.01% |
1,130,165
-1,471,961
| -57% | -$35.3M |
|
1531
TriCo Bancshares
TCBK
$1.48B
| $26.9M | ﹤0.01% |
616,463
-50,555
| -8% | -$2.21M |
|
1532
Yeti Holdings
YETI
$2.88B
| $26.9M | ﹤0.01% |
698,073
+355,410
| +104% | +$13.7M |
|
1533
Surgery Partners
SGRY
$2.8B
| $26.9M | ﹤0.01% |
1,269,396
+192,832
| +18% | +$4.08M |
|
|
ARCH
1534
DELISTED
Arch Resources, Inc.
ARCH
| $26.8M | ﹤0.01% |
189,612
+45,883
| +32% | +$6.48M |
|
1535
J&J Snack Foods
JJSF
$2.02B
| $26.7M | ﹤0.01% |
172,370
+94,405
| +121% | +$14.6M |
|
1536
Ardagh Metal Packaging
AMBP
$2.13B
| $26.7M | ﹤0.01% |
8,878,878
+2,747,948
| +45% | +$8.27M |
|
1537
Vanguard S&P 500 Value ETF
VOOV
$5.71B
| $26.7M | ﹤0.01% |
144,773
+22,085
| +18% | +$4.07M |
|
1538
BJ's Restaurants
BJRI
$684M
| $26.7M | ﹤0.01% |
759,764
+252,410
| +50% | +$8.87M |
|
1539
Option Care Health
OPCH
$4.62B
| $26.7M | ﹤0.01% |
1,148,768
+361,184
| +46% | +$8.38M |
|
1540
Toro Company
TTC
$7.76B
| $26.6M | ﹤0.01% |
332,488
+153,676
| +86% | +$12.3M |
|
1541
Simmons First National
SFNC
$2.96B
| $26.6M | ﹤0.01% |
1,200,472
+371,616
| +45% | +$8.24M |
|
1542
Freshworks
FRSH
$3.63B
| $26.6M | ﹤0.01% |
1,646,428
+150,804
| +10% | +$2.44M |
|
1543
SiteOne Landscape Supply
SITE
$6.23B
| $26.6M | ﹤0.01% |
201,757
+5,784
| +3% | +$762K |
|
1544
Simply Good Foods
SMPL
$2.73B
| $26.6M | ﹤0.01% |
681,911
-305,252
| -31% | -$11.9M |
|
1545
Louisiana-Pacific
LPX
$6.68B
| $26.5M | ﹤0.01% |
256,363
-8,261
| -3% | -$855K |
|
1546
Campbell Soup
CPB
$9.91B
| $26.5M | ﹤0.01% |
633,169
-70,515
| -10% | -$2.95M |
|
1547
LXP Industrial Trust
LXP
$2.72B
| $26.5M | ﹤0.01% |
3,259,635
+13,731
| +0.4% | +$111K |
|
1548
Cable One
CABO
$968M
| $26.4M | ﹤0.01% |
72,871
+1,368
| +2% | +$495K |
|
1549
Atlas Energy Solutions
AESI
$1.34B
| $26.4M | ﹤0.01% |
1,189,220
-722,839
| -38% | -$16M |
|
1550
Webster Financial
WBS
$10.2B
| $26.3M | ﹤0.01% |
476,663
-60,984
| -11% | -$3.37M |
|