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
MKSI icon
1626
MKS Inc
MKSI
$14.6B
$26.8M ﹤0.01%
216,306
-237,572
ABG icon
1627
Asbury Automotive
ABG
$4.63B
$26.7M ﹤0.01%
109,245
-13,912
PCTY icon
1628
Paylocity
PCTY
$7.93B
$26.7M ﹤0.01%
167,390
-123,186
CLDX icon
1629
Celldex Therapeutics
CLDX
$1.72B
$26.6M ﹤0.01%
1,029,460
+301,956
GTLB icon
1630
GitLab
GTLB
$6.13B
$26.6M ﹤0.01%
590,523
+145,792
RWO icon
1631
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$26.5M ﹤0.01%
579,451
+11,539
GPOR icon
1632
Gulfport Energy Corp
GPOR
$3.75B
$26.5M ﹤0.01%
146,291
-148
LITE icon
1633
Lumentum
LITE
$24.1B
$26.5M ﹤0.01%
162,717
-132,807
OTTR icon
1634
Otter Tail
OTTR
$3.63B
$26.5M ﹤0.01%
322,750
+140,954
TBBK icon
1635
The Bancorp
TBBK
$2.95B
$26.4M ﹤0.01%
353,152
-217,617
TPH icon
1636
Tri Pointe Homes
TPH
$2.91B
$26.4M ﹤0.01%
778,100
+211,162
ACMR icon
1637
ACM Research
ACMR
$3.23B
$26.3M ﹤0.01%
673,241
-100,231
EMN icon
1638
Eastman Chemical
EMN
$7.84B
$26.3M ﹤0.01%
417,604
-192,182
POWL icon
1639
Powell Industries
POWL
$5.07B
$26.3M ﹤0.01%
86,252
-66,388
STAA icon
1640
STAAR Surgical
STAA
$945M
$26.2M ﹤0.01%
976,259
+794,020
CRGY icon
1641
Crescent Energy
CRGY
$2.86B
$26.2M ﹤0.01%
2,937,660
-1,580,453
SCHD icon
1642
Schwab US Dividend Equity ETF
SCHD
$76.4B
$26.1M ﹤0.01%
957,645
+270,628
STNE icon
1643
StoneCo
STNE
$4.19B
$26.1M ﹤0.01%
1,380,538
-732,851
NICE icon
1644
Nice
NICE
$7.07B
$26.1M ﹤0.01%
180,124
+17,837
PRCH icon
1645
Porch Group
PRCH
$857M
$26.1M ﹤0.01%
1,553,732
+525,456
PHG icon
1646
Philips
PHG
$28B
$26.1M ﹤0.01%
956,096
+128,072
VIOO icon
1647
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.31B
$26M ﹤0.01%
235,421
+4,541
GLP icon
1648
Global Partners
GLP
$1.5B
$26M ﹤0.01%
540,946
+18,451
LXP icon
1649
LXP Industrial Trust
LXP
$2.91B
$25.9M ﹤0.01%
579,224
-179,807
PTEN icon
1650
Patterson-UTI
PTEN
$2.77B
$25.9M ﹤0.01%
5,007,943
-521,114