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
BB icon
1951
BlackBerry
BB
$2.25B
$17.6M ﹤0.01%
3,613,520
+1,715,780
LFUS icon
1952
Littelfuse
LFUS
$7.23B
$17.6M ﹤0.01%
68,079
+25,797
INOD icon
1953
Innodata
INOD
$1.9B
$17.6M ﹤0.01%
228,612
+153,082
FBP icon
1954
First Bancorp
FBP
$3.26B
$17.6M ﹤0.01%
798,210
+769
DCI icon
1955
Donaldson
DCI
$11.6B
$17.6M ﹤0.01%
214,967
+36,367
POST icon
1956
Post Holdings
POST
$5.07B
$17.6M ﹤0.01%
163,661
+7,584
ADC icon
1957
Agree Realty
ADC
$8.34B
$17.6M ﹤0.01%
247,507
+33,273
AXS icon
1958
AXIS Capital
AXS
$7.86B
$17.5M ﹤0.01%
182,999
-86,990
AIR icon
1959
AAR Corp
AIR
$4.18B
$17.5M ﹤0.01%
195,030
+9,247
MUSA icon
1960
Murphy USA
MUSA
$8.09B
$17.5M ﹤0.01%
45,028
-4,784
FOUR icon
1961
Shift4
FOUR
$4.56B
$17.4M ﹤0.01%
225,440
+57,975
IWS icon
1962
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
$17.4M ﹤0.01%
124,728
-9,538
XP icon
1963
XP
XP
$10.5B
$17.4M ﹤0.01%
926,420
-939,795
GLXY
1964
Galaxy Digital Inc
GLXY
$6.13B
$17.4M ﹤0.01%
514,054
+379,656
TNDM icon
1965
Tandem Diabetes Care
TNDM
$1.35B
$17.4M ﹤0.01%
1,431,372
-455,103
QNST icon
1966
QuinStreet
QNST
$818M
$17.4M ﹤0.01%
1,122,777
+671,511
BILI icon
1967
Bilibili
BILI
$13.6B
$17.3M ﹤0.01%
617,445
-54,288
BGC icon
1968
BGC Group
BGC
$4.18B
$17.3M ﹤0.01%
1,832,882
-90,785
FIBK icon
1969
First Interstate BancSystem
FIBK
$3.77B
$17.3M ﹤0.01%
543,246
-20,483
PFS icon
1970
Provident Financial Services
PFS
$2.69B
$17.3M ﹤0.01%
897,327
+31,000
ARW icon
1971
Arrow Electronics
ARW
$6.01B
$17.3M ﹤0.01%
142,975
-237,278
SHG icon
1972
Shinhan Financial Group
SHG
$28.1B
$17.3M ﹤0.01%
343,334
+126,786
ACVA icon
1973
ACV Auctions
ACVA
$1.46B
$17.3M ﹤0.01%
1,743,476
+353,626
AFSC
1974
abrdn Focused U.S. Small Cap Active ETF
AFSC
$12.4M
$17.2M ﹤0.01%
575,000
-200,000
AGYS icon
1975
Agilysys
AGYS
$3.02B
$17.2M ﹤0.01%
163,624
-125,461