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
URSP
2401
ProShares Ultra S&P 500 Equal Weight
URSP
$48.7M
$10.2M ﹤0.01%
+250,000
LOB icon
2402
Live Oak Bancshares
LOB
$1.81B
$10.2M ﹤0.01%
289,072
-102,204
MUSE
2403
TCW Multisector Credit Income ETF
MUSE
$40M
$10.2M ﹤0.01%
200,000
SFD
2404
Smithfield Foods
SFD
$8.94B
$10.2M ﹤0.01%
433,165
+296,487
THFF icon
2405
First Financial Corp
THFF
$742M
$10.2M ﹤0.01%
179,958
+91,694
KEP icon
2406
Korea Electric Power
KEP
$27.7B
$10.1M ﹤0.01%
776,959
-82,934
CNMD icon
2407
CONMED
CNMD
$1.29B
$10.1M ﹤0.01%
215,558
+153,471
FTW
2408
EQV Ventures Acquisition Corp
FTW
$470M
$10.1M ﹤0.01%
975,048
-1,587
EMBC icon
2409
Embecta
EMBC
$648M
$10.1M ﹤0.01%
716,158
+244,751
ANAB icon
2410
AnaptysBio
ANAB
$1.32B
$10.1M ﹤0.01%
329,820
+49,985
WOOF icon
2411
Petco
WOOF
$830M
$10.1M ﹤0.01%
2,608,005
+131,674
COCO icon
2412
Vita Coco
COCO
$2.98B
$10.1M ﹤0.01%
237,441
-103,745
ALGM icon
2413
Allegro MicroSystems
ALGM
$6.11B
$10.1M ﹤0.01%
345,346
+107,785
LPTH icon
2414
Lightpath Technologies
LPTH
$663M
$10.1M ﹤0.01%
1,268,104
+1,235,345
DGII icon
2415
Digi International
DGII
$1.59B
$10M ﹤0.01%
275,359
+20,246
ABX
2416
Abacus Global Management
ABX
$805M
$10M ﹤0.01%
1,751,474
-72,699
AMJB icon
2417
Alerian MLP Index ETNs due January 28 2044
AMJB
$745M
$10M ﹤0.01%
339,219
-90,644
MTRN icon
2418
Materion
MTRN
$2.8B
$10M ﹤0.01%
82,848
+10,379
CCB icon
2419
Coastal Financial
CCB
$1.68B
$9.98M ﹤0.01%
92,303
+8,056
EVER icon
2420
EverQuote
EVER
$850M
$9.98M ﹤0.01%
436,436
+159,636
RAMP icon
2421
LiveRamp
RAMP
$1.64B
$9.94M ﹤0.01%
366,423
-30,331
PENG
2422
Penguin Solutions Inc
PENG
$1.05B
$9.94M ﹤0.01%
378,327
+171,246
JACK icon
2423
Jack in the Box
JACK
$404M
$9.93M ﹤0.01%
502,423
+74,766
MCRI icon
2424
Monarch Casino & Resort
MCRI
$1.65B
$9.92M ﹤0.01%
93,741
+13,307
NTST
2425
NETSTREIT Corp
NTST
$1.53B
$9.89M ﹤0.01%
547,386
+249,136