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
VERA icon
1776
Vera Therapeutics
VERA
$3.37B
$22M ﹤0.01%
758,566
+253,945
INVA icon
1777
Innoviva
INVA
$1.46B
$22M ﹤0.01%
1,204,462
-266,034
IART icon
1778
Integra LifeSciences
IART
$927M
$22M ﹤0.01%
1,532,334
-193,195
TXO icon
1779
TXO Partners LP
TXO
$611M
$22M ﹤0.01%
1,562,741
-253,061
KALV icon
1780
KalVista Pharmaceuticals
KALV
$810M
$21.9M ﹤0.01%
1,800,181
+1,665,783
CPK icon
1781
Chesapeake Utilities
CPK
$2.96B
$21.9M ﹤0.01%
162,434
+40,425
VNT icon
1782
Vontier
VNT
$5.35B
$21.9M ﹤0.01%
521,253
+170,113
LX
1783
LexinFintech Holdings
LX
$503M
$21.9M ﹤0.01%
4,102,046
+2,785,858
FWRG icon
1784
First Watch Restaurant Group
FWRG
$1.01B
$21.8M ﹤0.01%
1,396,899
+1,147,583
STIP icon
1785
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$21.8M ﹤0.01%
211,359
+141,482
DOCS icon
1786
Doximity
DOCS
$7.65B
$21.8M ﹤0.01%
298,521
-521,042
ASR icon
1787
Grupo Aeroportuario del Sureste
ASR
$10.1B
$21.8M ﹤0.01%
67,477
-5,526
IOSP icon
1788
Innospec
IOSP
$2B
$21.8M ﹤0.01%
282,643
+177,972
FCPT icon
1789
Four Corners Property Trust
FCPT
$2.59B
$21.8M ﹤0.01%
893,593
-745
CHH icon
1790
Choice Hotels
CHH
$4.85B
$21.8M ﹤0.01%
203,857
+78,201
WT icon
1791
WisdomTree
WT
$2.29B
$21.8M ﹤0.01%
1,565,876
+569,123
JAZZ icon
1792
Jazz Pharmaceuticals
JAZZ
$10.3B
$21.8M ﹤0.01%
165,068
-97,546
BKLN icon
1793
Invesco Senior Loan ETF
BKLN
$7.59B
$21.7M ﹤0.01%
1,039,140
-1,765,787
EWT icon
1794
iShares MSCI Taiwan ETF
EWT
$7.63B
$21.7M ﹤0.01%
341,182
-1,072,308
FCFS icon
1795
FirstCash
FCFS
$7.39B
$21.7M ﹤0.01%
136,990
-20,142
WPC icon
1796
W.P. Carey
WPC
$15.2B
$21.6M ﹤0.01%
320,180
+21,180
IIPR icon
1797
Innovative Industrial Properties
IIPR
$1.39B
$21.6M ﹤0.01%
403,555
+200,153
GRAL
1798
GRAIL Inc
GRAL
$4.09B
$21.6M ﹤0.01%
365,032
+292,533
EYPT icon
1799
EyePoint Inc
EYPT
$1.26B
$21.6M ﹤0.01%
1,514,606
+233,914
CNR
1800
Core Natural Resources Inc
CNR
$5.08B
$21.5M ﹤0.01%
257,554
+138,044