Goldman Sachs Portfolio holdings
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.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.73B |
| 2 |
Microsoft
MSFT
|
+$1.25B |
| 3 |
Amgen
AMGN
|
+$1.09B |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$444M |
| 5 |
UnitedHealth
UNH
|
+$407M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$897M |
| 2 |
CERN
Cerner Corp
CERN
|
+$863M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$538M |
| 4 |
AT&T
T
|
+$392M |
| 5 |
COHR
Coherent Inc
COHR
|
+$318M |
Sector Composition
| 1 | Technology | 18.17% |
| 2 | Healthcare | 10.83% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 5.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
CSG Systems International
CSGS
$1.86B
| $11.3M | ﹤0.01% |
188,918
+32,523
| +21% | +$1.94M |
|
|
AGAC
2002
DELISTED
African Gold Acquisition Corporation
AGAC
| $11.3M | ﹤0.01% |
1,151,299
+150,000
| +15% | +$1.47M |
|
2003
B. Riley Financial
RILY
$190M
| $11.3M | ﹤0.01% |
266,722
+48,501
| +22% | +$2.05M |
|
|
SLY
2004
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
| $11.3M | ﹤0.01% |
140,696
+7,452
| +6% | +$597K |
|
2005
Invesco WilderHill Clean Energy ETF
PBW
$367M
| $11.2M | ﹤0.01% |
244,855
+128,818
| +111% | +$5.89M |
|
2006
Zentalis Pharmaceuticals
ZNTL
$107M
| $11.2M | ﹤0.01% |
397,570
+132,324
| +50% | +$3.72M |
|
2007
Navient
NAVI
$1.28B
| $11.2M | ﹤0.01% |
797,372
-31,398
| -4% | -$439K |
|
2008
RadNet
RDNT
$5.69B
| $11.1M | ﹤0.01% |
644,936
+46,309
| +8% | +$800K |
|
2009
Vanguard Consumer Staples ETF
VDC
$7.61B
| $11.1M | ﹤0.01% |
60,103
+2,440
| +4% | +$452K |
|
2010
Casella Waste Systems
CWST
$5.79B
| $11.1M | ﹤0.01% |
153,196
-3,081
| -2% | -$224K |
|
|
HEP
2011
DELISTED
Holly Energy Partners, L.P.
HEP
| $11.1M | ﹤0.01% |
693,562
-206,408
| -23% | -$3.31M |
|
|
FRXB
2012
DELISTED
Forest Road Acquisition Corp. II
FRXB
| $11.1M | ﹤0.01% |
1,134,319
+128,800
| +13% | +$1.26M |
|
2013
PagSeguro Digital
PAGS
$2.78B
| $11.1M | ﹤0.01% |
1,084,078
-2,275,097
| -68% | -$23.3M |
|
2014
Evertec
EVTC
$2.14B
| $11.1M | ﹤0.01% |
300,561
-338,083
| -53% | -$12.5M |
|
2015
Timken Company
TKR
$5.4B
| $11.1M | ﹤0.01% |
208,715
-110,527
| -35% | -$5.86M |
|
2016
Taylor Morrison
TMHC
$6.88B
| $11.1M | ﹤0.01% |
473,247
+174,412
| +58% | +$4.07M |
|
|
AOMR
2017
Angel Oak Mortgage REIT
AOMR
$232M
| $11M | ﹤0.01% |
851,430
-3,592
| -0.4% | -$46.6K |
|
|
SIX
2018
DELISTED
Six Flags Entertainment Corp.
SIX
| $11M | ﹤0.01% |
508,491
+114,140
| +29% | +$2.48M |
|
2019
FTI Consulting
FCN
$5.32B
| $11M | ﹤0.01% |
60,812
-10,366
| -15% | -$1.87M |
|
2020
P10
PX
$1.33B
| $11M | ﹤0.01% |
988,646
-295,979
| -23% | -$3.29M |
|
2021
Envoy Medical
COCH
$27.8M
| $11M | ﹤0.01% |
1,122,556
| – | – |
|
|
PDM
2022
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $11M | ﹤0.01% |
837,322
+226,400
| +37% | +$2.97M |
|
2023
ProAssurance
PRA
$1.22B
| $11M | ﹤0.01% |
464,901
+186,869
| +67% | +$4.42M |
|
2024
Gaotu Techedu
GOTU
$901M
| $11M | ﹤0.01% |
5,598,005
+338,233
| +6% | +$663K |
|
2025
Kadant
KAI
$3.69B
| $11M | ﹤0.01% |
60,104
+50,432
| +521% | +$9.2M |
|