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
MGEE icon
2001
MGE Energy Inc
MGEE
$2.87B
$16.6M ﹤0.01%
197,296
+24,078
HURN icon
2002
Huron Consulting
HURN
$2.95B
$16.6M ﹤0.01%
113,108
-66,837
ROAD icon
2003
Construction Partners
ROAD
$6.27B
$16.6M ﹤0.01%
130,677
+28,233
MOFG icon
2004
MidWestOne Financial Group
MOFG
$924M
$16.5M ﹤0.01%
584,201
+25,584
JMIA
2005
Jumia Technologies
JMIA
$1.58B
$16.5M ﹤0.01%
1,423,337
+857,226
CALX icon
2006
Calix
CALX
$3.59B
$16.5M ﹤0.01%
268,955
-115,480
VRDN icon
2007
Viridian Therapeutics
VRDN
$3.14B
$16.5M ﹤0.01%
764,562
-135,263
FULT icon
2008
Fulton Financial
FULT
$3.63B
$16.5M ﹤0.01%
883,125
-472,666
BBT
2009
Beacon Financial Corp
BBT
$2.37B
$16.4M ﹤0.01%
692,831
+30,942
PCS
2010
PGIM Corporate Bond 0-5 Year ETF
PCS
$211M
$16.4M ﹤0.01%
+325,000
BC icon
2011
Brunswick
BC
$5.64B
$16.4M ﹤0.01%
259,493
-41,263
CHWY icon
2012
Chewy
CHWY
$13.2B
$16.4M ﹤0.01%
405,539
-1,096,353
NAT icon
2013
Nordic American Tanker
NAT
$860M
$16.4M ﹤0.01%
5,209,873
+780,847
CBZ icon
2014
CBIZ
CBZ
$2.23B
$16.3M ﹤0.01%
308,381
-213,269
WDFC icon
2015
WD-40
WDFC
$2.9B
$16.3M ﹤0.01%
82,632
+18,375
RWL icon
2016
Invesco S&P 500 Revenue ETF
RWL
$7.61B
$16.3M ﹤0.01%
147,420
+91,229
MOV icon
2017
Movado Group
MOV
$498M
$16.3M ﹤0.01%
859,107
+180,700
VOOV icon
2018
Vanguard S&P 500 Value ETF
VOOV
$6.07B
$16.2M ﹤0.01%
81,270
-114,616
SNEX icon
2019
StoneX
SNEX
$5.58B
$16.2M ﹤0.01%
160,313
-8,586
GGB icon
2020
Gerdau
GGB
$8.73B
$16.2M ﹤0.01%
5,212,804
+1,765,478
CENX icon
2021
Century Aluminum
CENX
$4.55B
$16.2M ﹤0.01%
550,103
+325,389
RGEN icon
2022
Repligen
RGEN
$9.14B
$16.1M ﹤0.01%
120,500
+8,956
IPAR icon
2023
Interparfums
IPAR
$3.17B
$16.1M ﹤0.01%
163,557
+31,444
FELE icon
2024
Franklin Electric
FELE
$4.46B
$16.1M ﹤0.01%
168,957
+31,917
XLG icon
2025
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$16.1M ﹤0.01%
279,565
-65,707