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
GFS icon
1676
GlobalFoundries
GFS
$23.8B
$25.1M ﹤0.01%
700,782
-288,923
OZK icon
1677
Bank OZK
OZK
$5.07B
$25.1M ﹤0.01%
492,647
+35,853
CSW
1678
CSW Industrials
CSW
$5.33B
$25.1M ﹤0.01%
103,395
+76,081
CAKE icon
1679
Cheesecake Factory
CAKE
$2.93B
$25.1M ﹤0.01%
459,224
-10,976
NAMS icon
1680
NewAmsterdam Pharma
NAMS
$3.78B
$25M ﹤0.01%
880,552
-69,428
UBSI icon
1681
United Bankshares
UBSI
$5.78B
$25M ﹤0.01%
672,065
+230,442
XMTR icon
1682
Xometry
XMTR
$3.15B
$25M ﹤0.01%
459,026
-58,948
SAIC icon
1683
Saic
SAIC
$4.97B
$25M ﹤0.01%
251,504
+2,251
CQQQ icon
1684
Invesco China Technology ETF
CQQQ
$3.15B
$25M ﹤0.01%
423,478
+152,544
RGLD icon
1685
Royal Gold
RGLD
$24.7B
$24.9M ﹤0.01%
124,322
-12,833
AMBP icon
1686
Ardagh Metal Packaging
AMBP
$2.64B
$24.9M ﹤0.01%
6,246,141
-80,567
HCI icon
1687
HCI Group
HCI
$2.05B
$24.8M ﹤0.01%
129,250
+22,233
FDL icon
1688
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.47B
$24.7M ﹤0.01%
569,878
+428,197
BXMT icon
1689
Blackstone Mortgage Trust
BXMT
$3.19B
$24.7M ﹤0.01%
1,342,929
+27,113
IGM icon
1690
iShares Expanded Tech Sector ETF
IGM
$8.9B
$24.7M ﹤0.01%
196,061
+20,743
BKU icon
1691
Bankunited
BKU
$3.53B
$24.7M ﹤0.01%
646,462
-105,375
CARG icon
1692
CarGurus
CARG
$3.25B
$24.7M ﹤0.01%
662,610
+193,949
PRDO icon
1693
Perdoceo Education
PRDO
$2.06B
$24.6M ﹤0.01%
654,125
-744,261
AMRX icon
1694
Amneal Pharmaceuticals
AMRX
$4.21B
$24.6M ﹤0.01%
2,460,214
+224,680
JOBY icon
1695
Joby Aviation
JOBY
$12.7B
$24.6M ﹤0.01%
1,524,697
-149,753
FAF icon
1696
First American
FAF
$6.47B
$24.6M ﹤0.01%
382,874
-3,657
CATY icon
1697
Cathay General Bancorp
CATY
$3.45B
$24.6M ﹤0.01%
512,140
-51,839
SBET icon
1698
SharpLink Gaming
SBET
$1.92B
$24.5M ﹤0.01%
+1,442,493
VVV icon
1699
Valvoline
VVV
$4.2B
$24.5M ﹤0.01%
683,285
-707,638
PARR icon
1700
Par Pacific Holdings
PARR
$1.77B
$24.5M ﹤0.01%
692,513
-79,642