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 |
Meta Platforms (Facebook)
META
|
+$1.21B |
| 2 |
Apple
AAPL
|
+$1.14B |
| 3 |
Broadcom
AVGO
|
+$923M |
| 4 |
UnitedHealth
UNH
|
+$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.25B |
| 3 |
Royal Bank of Canada
RY
|
+$1.12B |
| 4 |
TC Energy
TRP
|
+$1.09B |
| 5 |
Amazon
AMZN
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Vanguard Communication Services ETF
VOX
$5.89B
| $15.2M | ﹤0.01% |
97,972
-38,433
| -28% | -$5.96M |
|
2002
KB Financial Group
KB
$31.1B
| $15.2M | ﹤0.01% |
266,813
+98,990
| +59% | +$5.63M |
|
2003
Informatica
INFA
$7.55B
| $15.2M | ﹤0.01% |
585,375
+276,691
| +90% | +$7.17M |
|
2004
Calix
CALX
$4.01B
| $15.2M | ﹤0.01% |
434,872
+176,593
| +68% | +$6.16M |
|
|
MRX
2005
Marex Group
MRX
$2.43B
| $15.2M | ﹤0.01% |
486,316
+44,638
| +10% | +$1.39M |
|
2006
Tronox
TROX
$767M
| $15.2M | ﹤0.01% |
1,505,069
+73,966
| +5% | +$745K |
|
2007
Vital Farms
VITL
$2.17B
| $15.2M | ﹤0.01% |
402,023
-504,908
| -56% | -$19M |
|
2008
Albany International
AIN
$1.71B
| $15.1M | ﹤0.01% |
189,150
+44,339
| +31% | +$3.55M |
|
2009
Dave Inc
DAVE
$3.1B
| $15.1M | ﹤0.01% |
173,991
+136,246
| +361% | +$11.8M |
|
2010
Landstar System
LSTR
$4.46B
| $15.1M | ﹤0.01% |
87,867
-50,373
| -36% | -$8.66M |
|
2011
Stoke Therapeutics
STOK
$1.29B
| $15.1M | ﹤0.01% |
1,368,967
-24,793
| -2% | -$273K |
|
|
CURB
2012
Curbline Properties Corp.
CURB
$2.36B
| $15.1M | ﹤0.01% |
+650,098
| New | +$15.1M |
|
2013
Old Second Bancorp
OSBC
$961M
| $15.1M | ﹤0.01% |
848,067
+9,848
| +1% | +$175K |
|
|
CNH
2014
CNH Industrial
CNH
$13.7B
| $15.1M | ﹤0.01% |
1,330,401
-37,448
| -3% | -$424K |
|
2015
Hope Bancorp
HOPE
$1.4B
| $15.1M | ﹤0.01% |
1,226,198
+227,599
| +23% | +$2.8M |
|
2016
Bombardier Recreational Products
DOOO
$4.7B
| $15.1M | ﹤0.01% |
296,009
+158,793
| +116% | +$8.08M |
|
2017
Synovus
SNV
$7.18B
| $15M | ﹤0.01% |
293,749
-75,070
| -20% | -$3.85M |
|
2018
Phreesia
PHR
$1.45B
| $15M | ﹤0.01% |
597,610
+214,806
| +56% | +$5.4M |
|
2019
Ambac
AMBC
$413M
| $15M | ﹤0.01% |
1,185,700
+492,208
| +71% | +$6.23M |
|
2020
Air Lease Corp
AL
$7.1B
| $15M | ﹤0.01% |
311,088
+96,435
| +45% | +$4.65M |
|
2021
Digi International
DGII
$1.33B
| $15M | ﹤0.01% |
495,912
+269,396
| +119% | +$8.14M |
|
2022
ProShares Nasdaq-100 High Income ETF
IQQQ
$240M
| $14.9M | ﹤0.01% |
350,000
+140,000
| +67% | +$5.98M |
|
2023
Albertsons Companies
ACI
$10.5B
| $14.9M | ﹤0.01% |
759,832
+134,572
| +22% | +$2.64M |
|
2024
Oshkosh
OSK
$8.77B
| $14.9M | ﹤0.01% |
156,965
+21,439
| +16% | +$2.04M |
|
2025
Dyne Therapeutics
DYN
$1.87B
| $14.8M | ﹤0.01% |
628,703
-41,781
| -6% | -$984K |
|