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
BIPC icon
1851
Brookfield Infrastructure
BIPC
$5.42B
$20.2M ﹤0.01%
490,125
-390,929
AX icon
1852
Axos Financial
AX
$5.2B
$20.1M ﹤0.01%
237,557
-57,879
BILZ icon
1853
PIMCO Ultra Short Government Active ETF
BILZ
$945M
$20.1M ﹤0.01%
198,389
-55,651
NLY icon
1854
Annaly Capital Management
NLY
$16.3B
$20M ﹤0.01%
991,103
-315,661
BHC icon
1855
Bausch Health
BHC
$2.19B
$20M ﹤0.01%
3,104,828
+1,915,254
EBC icon
1856
Eastern Bankshares
EBC
$4.51B
$20M ﹤0.01%
1,101,822
+244,263
VNQI icon
1857
Vanguard Global ex-US Real Estate ETF
VNQI
$3.64B
$19.9M ﹤0.01%
417,236
-13,172
ANGI icon
1858
Angi Inc
ANGI
$548M
$19.9M ﹤0.01%
1,224,721
+702,467
LEU icon
1859
Centrus Energy
LEU
$5.39B
$19.9M ﹤0.01%
64,214
-53,000
YELP icon
1860
Yelp
YELP
$1.74B
$19.9M ﹤0.01%
637,675
+100,356
G icon
1861
Genpact
G
$7.9B
$19.9M ﹤0.01%
474,893
-301,897
PZZA icon
1862
Papa John's
PZZA
$1.21B
$19.9M ﹤0.01%
413,048
+114,329
CPRX icon
1863
Catalyst Pharmaceutical
CPRX
$2.9B
$19.8M ﹤0.01%
1,007,235
-1,404,425
ICLN icon
1864
iShares Global Clean Energy ETF
ICLN
$2.11B
$19.8M ﹤0.01%
1,279,157
+1,013,246
AVT icon
1865
Avnet
AVT
$4.13B
$19.8M ﹤0.01%
378,510
+89,679
STEP icon
1866
StepStone Group
STEP
$5.78B
$19.8M ﹤0.01%
302,886
-249,617
HAFN icon
1867
Hafnia
HAFN
$2.86B
$19.8M ﹤0.01%
3,298,612
+266,322
RPV icon
1868
Invesco S&P 500 Pure Value ETF
RPV
$1.56B
$19.7M ﹤0.01%
198,563
+31,270
AMSF icon
1869
AMERISAFE
AMSF
$703M
$19.6M ﹤0.01%
447,990
+104,201
LFST icon
1870
Lifestance Health
LFST
$2.86B
$19.6M ﹤0.01%
3,567,353
-255,035
CVBF icon
1871
CVB Financial
CVBF
$2.69B
$19.6M ﹤0.01%
1,037,296
-114,183
TDW icon
1872
Tidewater
TDW
$2.99B
$19.6M ﹤0.01%
367,694
+162,563
FLOT icon
1873
iShares Floating Rate Bond ETF
FLOT
$9.01B
$19.6M ﹤0.01%
383,835
-39,942
WFG icon
1874
West Fraser Timber
WFG
$5.65B
$19.6M ﹤0.01%
288,187
-13,128
HLIO icon
1875
Helios Technologies
HLIO
$2.18B
$19.6M ﹤0.01%
375,522
+84,130