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
SHLS icon
1976
Shoals Technologies Group
SHLS
$1.54B
$17.2M ﹤0.01%
2,317,389
-798,665
WHD icon
1977
Cactus
WHD
$3.68B
$17.1M ﹤0.01%
432,711
+163,092
SKWD icon
1978
Skyward Specialty Insurance
SKWD
$1.98B
$17.1M ﹤0.01%
359,099
+5,958
SCHF icon
1979
Schwab International Equity ETF
SCHF
$58.2B
$17M ﹤0.01%
731,769
+246,015
AMKR icon
1980
Amkor Technology
AMKR
$12.3B
$17M ﹤0.01%
599,296
+83,946
LCII icon
1981
LCI Industries
LCII
$3.56B
$17M ﹤0.01%
182,541
+2,846
HELE icon
1982
Helen of Troy
HELE
$422M
$17M ﹤0.01%
674,339
+332,423
ETD icon
1983
Ethan Allen Interiors
ETD
$616M
$17M ﹤0.01%
576,185
+360,301
WB icon
1984
Weibo
WB
$2.64B
$17M ﹤0.01%
1,368,272
-342,155
PHR icon
1985
Phreesia
PHR
$955M
$16.9M ﹤0.01%
720,604
+126,212
DORM icon
1986
Dorman Products
DORM
$3.79B
$16.9M ﹤0.01%
108,633
-26,178
RHI icon
1987
Robert Half
RHI
$2.89B
$16.9M ﹤0.01%
498,062
+50,251
EXP icon
1988
Eagle Materials
EXP
$7.17B
$16.9M ﹤0.01%
72,581
+4,418
FLS icon
1989
Flowserve
FLS
$9.9B
$16.9M ﹤0.01%
318,127
+105,431
JPST icon
1990
JPMorgan Ultra-Short Income ETF
JPST
$36B
$16.9M ﹤0.01%
+333,065
ERO icon
1991
Ero Copper
ERO
$3.41B
$16.9M ﹤0.01%
834,849
+168,565
SAIL
1992
SailPoint Inc
SAIL
$10B
$16.9M ﹤0.01%
764,472
-53,368
OPTU
1993
Optimum Communications Inc
OPTU
$846M
$16.9M ﹤0.01%
7,003,733
-1,714,077
PAYO icon
1994
Payoneer
PAYO
$2.2B
$16.8M ﹤0.01%
2,783,237
+1,102,076
VIAV icon
1995
Viavi Solutions
VIAV
$4.19B
$16.8M ﹤0.01%
1,325,597
+789,822
TIGR
1996
UP Fintech Holding
TIGR
$1.56B
$16.8M ﹤0.01%
1,573,628
-970,828
MMS icon
1997
Maximus
MMS
$5.38B
$16.7M ﹤0.01%
183,312
-389,214
SCHQ icon
1998
Schwab Long-Term US Treasury ETF
SCHQ
$1B
$16.7M ﹤0.01%
518,291
+358,471
UVE icon
1999
Universal Insurance Holdings
UVE
$809M
$16.7M ﹤0.01%
635,507
-95,874
CWH icon
2000
Camping World
CWH
$904M
$16.7M ﹤0.01%
1,056,122
+388,367