Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.36%
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 +$4B
2 +$1.99B
3 +$1.97B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.83B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Top Sells

1 +$1.57B
2 +$1.51B
3 +$1.47B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02B
5
MDT icon
Medtronic
MDT
+$871M

Sector Composition

1 Technology 25.28%
2 Financials 10.87%
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
DWAS icon
2301
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$354M
$11.6M ﹤0.01%
125,844
+34,458
LKFN icon
2302
Lakeland Financial Corp
LKFN
$1.43B
$11.6M ﹤0.01%
180,412
-39,935
SKM icon
2303
SK Telecom
SKM
$10.8B
$11.5M ﹤0.01%
534,407
+234,062
ABVX
2304
Abivax
ABVX
$9.25B
$11.5M ﹤0.01%
+135,626
BITF
2305
Bitfarms
BITF
$1.35B
$11.5M ﹤0.01%
4,081,921
+1,415,793
NTGR icon
2306
NETGEAR
NTGR
$606M
$11.5M ﹤0.01%
354,475
+96,785
WOR icon
2307
Worthington Enterprises
WOR
$2.35B
$11.5M ﹤0.01%
206,657
+73
LION icon
2308
Lionsgate Studios
LION
$2.82B
$11.5M ﹤0.01%
1,661,442
+762,661
MWA icon
2309
Mueller Water Products
MWA
$4.34B
$11.4M ﹤0.01%
447,427
-209,850
NPK icon
2310
National Presto Industries
NPK
$941M
$11.4M ﹤0.01%
101,757
-8,030
EZPW icon
2311
Ezcorp Inc
EZPW
$1.6B
$11.4M ﹤0.01%
597,589
-18,768
AGCO icon
2312
AGCO
AGCO
$8.58B
$11.3M ﹤0.01%
105,887
-12,440
OMCL icon
2313
Omnicell
OMCL
$1.56B
$11.3M ﹤0.01%
371,931
+60,260
PLOW icon
2314
Douglas Dynamics
PLOW
$943M
$11.3M ﹤0.01%
362,235
-35,043
CTBI icon
2315
Community Trust Bancorp
CTBI
$1.06B
$11.3M ﹤0.01%
202,331
+86,221
FBIN icon
2316
Fortune Brands Innovations
FBIN
$5.18B
$11.3M ﹤0.01%
211,588
-143,209
SCVL icon
2317
Shoe Carnival
SCVL
$498M
$11.3M ﹤0.01%
543,340
+363,843
PWB icon
2318
Invesco Large Cap Growth ETF
PWB
$1.51B
$11.3M ﹤0.01%
90,013
-12,499
MVST icon
2319
Microvast
MVST
$732M
$11.3M ﹤0.01%
2,932,304
-1,679,151
MCFT icon
2320
MasterCraft Boat Holdings
MCFT
$320M
$11.3M ﹤0.01%
525,638
+453,686
PRA icon
2321
ProAssurance
PRA
$1.27B
$11.3M ﹤0.01%
470,140
+41,394
SDGR icon
2322
Schrodinger
SDGR
$924M
$11.3M ﹤0.01%
562,122
+241,718
ATEN icon
2323
A10 Networks
ATEN
$1.5B
$11.3M ﹤0.01%
620,182
+63,485
ARMK icon
2324
Aramark
ARMK
$10.5B
$11.2M ﹤0.01%
292,624
-65,709
FYEE icon
2325
Fidelity Yield Enhanced Equity ETF
FYEE
$147M
$11.2M ﹤0.01%
+400,000