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
Top Sells
| 1 |
Amazon
AMZN
|
$975M |
| 2 |
TWX
Time Warner Inc
TWX
|
$818M |
| 3 |
Microsoft
MSFT
|
$746M |
| 4 |
Meta Platforms (Facebook)
META
|
$679M |
| 5 |
Apple
AAPL
|
$596M |
Sector Composition
| 1 | Technology | 13.79% |
| 2 | Financials | 11.29% |
| 3 | Healthcare | 9.4% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Energy | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $12B | 3.24% | 44,161,907 +4,371,045 | +11% | +$1.19B |
|
|
2
Apple
AAPL
$3.45T
| $6.76B | 1.83% | 36,510,987 -3,218,978 | -8% | -$596M |
|
|
3
Microsoft
MSFT
$3.77T
| $4.55B | 1.23% | 46,097,465 -7,564,225 | -14% | -$746M |
|
|
4
Amazon
AMZN
$2.44T
| $4.41B | 1.19% | 2,594,921 -573,506 | -18% | -$975M |
|
5
iShares Russell 2000 ETF
IWM
$66B
| $3.58B | 0.97% | 21,877,120 -1,231,804 | -5% | -$202M |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $3.46B | 0.94% | 17,792,968 -3,496,395 | -16% | -$679M |
|
7
Alibaba
BABA
$322B
| $3.34B | 0.9% | 18,003,735 -1,684,410 | -9% | -$313M |
|
8
Invesco QQQ Trust
QQQ
$369B
| $2.85B | 0.77% | 16,596,343 +3,170,001 | +24% | +$544M |
|
9
iShares MSCI EAFE ETF
EFA
$66B
| $2.69B | 0.73% | 40,195,696 -4,826,183 | -11% | -$323M |
|
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.3B
| $2.53B | 0.68% | 29,703,317 +15,314,373 | +106% | +$1.3B |
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.25B | 0.61% | 1,992,466 -437,977 | -18% | -$495M |
|
12
Visa
V
$683B
| $2.22B | 0.6% | 16,782,085 -2,127,253 | -11% | -$282M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.58T
| $2.01B | 0.54% | 1,800,434 -308,731 | -15% | -$344M |
|
14
Exxon Mobil
XOM
$487B
| $1.95B | 0.53% | 23,579,151 -2,139,826 | -8% | -$177M |
|
15
JPMorgan Chase
JPM
$829B
| $1.95B | 0.53% | 18,712,804 -4,590,545 | -20% | -$478M |
|
16
Bank of America
BAC
$376B
| $1.84B | 0.5% | 65,100,612 +121,955 | +0.2% | +$3.44M |
|
17
Johnson & Johnson
JNJ
$427B
| $1.74B | 0.47% | 14,305,709 -1,706,293 | -11% | -$207M |
|
18
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $1.71B | 0.46% | 32,921,967 +16,020,792 | +95% | +$832M |
|
19
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.56B | 0.42% | 8,332,654 -1,442,154 | -15% | -$269M |
|
20
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.94B
| $1.51B | 0.41% | 48,175,616 -1,699,432 | -3% | -$53.4M |
|
21
Pfizer
PFE
$141B
| $1.46B | 0.4% | 40,292,712 -9,295,714 | -19% | -$337M |
|
22
Chevron
CVX
$324B
| $1.46B | 0.4% | 11,556,525 -2,154,040 | -16% | -$272M |
|
23
Cisco
CSCO
$274B
| $1.42B | 0.39% | 33,064,648 -8,788,293 | -21% | -$378M |
|
24
AT&T
T
$209B
| $1.42B | 0.38% | 44,271,944 +4,088,908 | +10% | +$131M |
|
|
TFCFA
25
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $1.38B | 0.37% | 27,832,762 +18,925,469 | +212% | +$940M |
|