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 |
iShares Russell 2000 ETF
IWM
|
+$1.69B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.41B |
| 3 |
Nike
NKE
|
+$1.01B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$877M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$820M |
Top Sells
| 1 |
TC Energy
TRP
|
+$1.15B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$965M |
| 3 |
UnitedHealth
UNH
|
+$598M |
| 4 |
Mastercard
MA
|
+$534M |
| 5 |
Broadcom
AVGO
|
+$494M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Financials | 11.42% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Healthcare | 8.63% |
| 5 | Industrials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iShares MSCI Europe Financials ETF
EUFN
$4.47B
| $13.4M | ﹤0.01% |
471,152
+119,448
| +34% | +$3.4M |
|
2002
Ciena
CIEN
$18.6B
| $13.4M | ﹤0.01% |
222,054
+3,117
| +1% | +$188K |
|
2003
National Health Investors
NHI
$3.72B
| $13.4M | ﹤0.01% |
181,617
-17,199
| -9% | -$1.27M |
|
2004
NexGen Energy
NXE
$4.36B
| $13.4M | ﹤0.01% |
2,986,982
+36,510
| +1% | +$164K |
|
2005
Addus HomeCare
ADUS
$2.03B
| $13.4M | ﹤0.01% |
135,485
-56,941
| -30% | -$5.63M |
|
2006
Universal Display
OLED
$6.49B
| $13.4M | ﹤0.01% |
96,017
-51,507
| -35% | -$7.18M |
|
|
ELME
2007
Elme Communities
ELME
$1.51B
| $13.4M | ﹤0.01% |
769,492
-31,626
| -4% | -$550K |
|
2008
IDEAYA Biosciences
IDYA
$2.16B
| $13.4M | ﹤0.01% |
816,222
-941,911
| -54% | -$15.4M |
|
2009
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $13.3M | ﹤0.01% |
66,372
+10,760
| +19% | +$2.16M |
|
2010
Vanguard Russell 3000 ETF
VTHR
$3.6B
| $13.3M | ﹤0.01% |
53,859
+31,553
| +141% | +$7.79M |
|
2011
Frontdoor
FTDR
$4.83B
| $13.3M | ﹤0.01% |
345,086
-402,102
| -54% | -$15.4M |
|
2012
ACV Auctions
ACVA
$1.72B
| $13.3M | ﹤0.01% |
940,804
-219,568
| -19% | -$3.09M |
|
2013
Shift4
FOUR
$6B
| $13.3M | ﹤0.01% |
162,231
-76,757
| -32% | -$6.27M |
|
2014
Beam Therapeutics
BEAM
$2.08B
| $13.2M | ﹤0.01% |
677,162
-42,702
| -6% | -$834K |
|
2015
Vermilion Energy
VET
$1.14B
| $13.2M | ﹤0.01% |
1,630,488
+553,281
| +51% | +$4.48M |
|
2016
Pathward Financial
CASH
$1.72B
| $13.2M | ﹤0.01% |
180,950
-649,776
| -78% | -$47.4M |
|
2017
Sportradar
SRAD
$8.98B
| $13.2M | ﹤0.01% |
610,384
+388,769
| +175% | +$8.41M |
|
2018
Lucid Motors
LCID
$5.92B
| $13.2M | ﹤0.01% |
544,062
+255,920
| +89% | +$6.19M |
|
2019
AptarGroup
ATR
$8.91B
| $13.2M | ﹤0.01% |
88,716
+16,145
| +22% | +$2.4M |
|
2020
Wintrust Financial
WTFC
$9.08B
| $13.1M | ﹤0.01% |
116,681
-9,627
| -8% | -$1.08M |
|
2021
Aurinia Pharmaceuticals
AUPH
$1.68B
| $13.1M | ﹤0.01% |
1,631,482
-120,692
| -7% | -$970K |
|
2022
Bumble
BMBL
$710M
| $13.1M | ﹤0.01% |
3,019,924
+1,084,118
| +56% | +$4.71M |
|
2023
Cimpress
CMPR
$1.4B
| $13.1M | ﹤0.01% |
289,263
-52,247
| -15% | -$2.36M |
|
2024
DXP Enterprises
DXPE
$1.85B
| $13.1M | ﹤0.01% |
158,995
-80,287
| -34% | -$6.6M |
|
2025
Zeta Global
ZETA
$4.84B
| $13.1M | ﹤0.01% |
963,091
-190,019
| -16% | -$2.58M |
|