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 | |
|---|---|---|---|---|---|---|
2401
Stepan Co
SCL
$1.13B
| $9.03M | ﹤0.01% |
139,621
+1,913
| +1% | +$124K |
|
|
UMH
2402
UMH Properties
UMH
$1.3B
| $9.02M | ﹤0.01% |
477,882
+165,079
| +53% | +$3.12M |
|
2403
Weave Communications
WEAV
$611M
| $9.02M | ﹤0.01% |
566,458
+363,525
| +179% | +$5.79M |
|
2404
Bandwidth Inc
BAND
$533M
| $9.01M | ﹤0.01% |
529,497
+258,103
| +95% | +$4.39M |
|
2405
OR Royalties Inc.
OR
$6.7B
| $9.01M | ﹤0.01% |
497,768
-1,278,902
| -72% | -$23.1M |
|
2406
LegalZoom.com
LZ
$1.94B
| $9.01M | ﹤0.01% |
1,199,660
+601,967
| +101% | +$4.52M |
|
|
MTTR
2407
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $9M | ﹤0.01% |
1,898,784
+344,471
| +22% | +$1.63M |
|
2408
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.78B
| $8.99M | ﹤0.01% |
+309,387
| New | +$8.99M |
|
|
ALEX
2409
Alexander & Baldwin
ALEX
$1.36B
| $8.99M | ﹤0.01% |
506,602
+120,322
| +31% | +$2.13M |
|
2410
Upbound Group
UPBD
$1.59B
| $8.98M | ﹤0.01% |
307,998
-253,951
| -45% | -$7.41M |
|
2411
Starwood Property Trust
STWD
$7.5B
| $8.98M | ﹤0.01% |
474,019
+10,743
| +2% | +$204K |
|
2412
Bentley Systems
BSY
$16B
| $8.98M | ﹤0.01% |
192,258
-314,059
| -62% | -$14.7M |
|
2413
Agilon Health
AGL
$501M
| $8.96M | ﹤0.01% |
4,714,675
-1,016,053
| -18% | -$1.93M |
|
2414
ODP
ODP
$677M
| $8.96M | ﹤0.01% |
393,823
+27,930
| +8% | +$635K |
|
|
SNRE
2415
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| $8.95M | ﹤0.01% |
+207,646
| New | +$8.95M |
|
2416
Worthington Steel
WS
$1.73B
| $8.94M | ﹤0.01% |
280,851
+20,263
| +8% | +$645K |
|
2417
Azenta
AZTA
$1.4B
| $8.86M | ﹤0.01% |
177,187
-462,214
| -72% | -$23.1M |
|
2418
Ecopetrol
EC
$19.3B
| $8.85M | ﹤0.01% |
1,117,226
+636,832
| +133% | +$5.04M |
|
2419
Steelcase
SCS
$1.94B
| $8.82M | ﹤0.01% |
746,554
-411,730
| -36% | -$4.87M |
|
2420
MiMedx Group
MDXG
$1.04B
| $8.8M | ﹤0.01% |
914,417
+257,308
| +39% | +$2.48M |
|
2421
iShares US Utilities ETF
IDU
$1.58B
| $8.8M | ﹤0.01% |
91,430
+37,987
| +71% | +$3.65M |
|
2422
Xencor
XNCR
$650M
| $8.79M | ﹤0.01% |
382,646
+15,509
| +4% | +$356K |
|
2423
Maravai LifeSciences
MRVI
$422M
| $8.79M | ﹤0.01% |
1,612,841
-425,707
| -21% | -$2.32M |
|
2424
Pacific Biosciences
PACB
$384M
| $8.77M | ﹤0.01% |
4,792,776
+554,509
| +13% | +$1.01M |
|
2425
Pediatrix Medical
MD
$1.43B
| $8.76M | ﹤0.01% |
667,767
-183,679
| -22% | -$2.41M |
|