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 |
Microsoft
MSFT
|
$1.32B |
| 2 |
Amazon
AMZN
|
$827M |
| 3 |
Visa
V
|
$530M |
| 4 |
Johnson & Johnson
JNJ
|
$454M |
| 5 |
Bristol-Myers Squibb
BMY
|
$451M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.29B |
| 2 |
Uber
UBER
|
$1.94B |
| 3 |
CELG
Celgene Corp
CELG
|
$740M |
| 4 |
Alibaba
BABA
|
$737M |
| 5 |
STI
SunTrust Banks, Inc.
STI
|
$561M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 12.2% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $11.9B | 3.04% | 37,093,514 -7,105,308 | -16% | -$2.29B |
|
2
Apple
AAPL
$3.45T
| $9.21B | 2.35% | 31,365,969 -75,818 | -0.2% | -$22.3M |
|
|
3
Microsoft
MSFT
$3.77T
| $8.71B | 2.22% | 55,236,848 +8,350,910 | +18% | +$1.32B |
|
|
4
Amazon
AMZN
$2.44T
| $5.79B | 1.47% | 3,131,221 +447,636 | +17% | +$827M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $4.62B | 1.18% | 22,525,134 +2,109,473 | +10% | +$433M |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.79B | 0.97% | 2,830,513 +302,633 | +12% | +$405M |
|
7
iShares Russell 2000 ETF
IWM
$66B
| $3.61B | 0.92% | 21,815,480 -2,116,545 | -9% | -$351M |
|
|
8
Visa
V
$683B
| $3.54B | 0.9% | 18,850,176 +2,819,737 | +18% | +$530M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $2.88B | 0.73% | 2,156,750 +258,597 | +14% | +$346M |
|
10
JPMorgan Chase
JPM
$829B
| $2.79B | 0.71% | 19,996,087 +1,973,476 | +11% | +$275M |
|
|
11
Johnson & Johnson
JNJ
$427B
| $2.51B | 0.64% | 17,203,731 +3,114,673 | +22% | +$454M |
|
12
iShares MSCI EAFE ETF
EFA
$66B
| $2.42B | 0.62% | 34,897,782 -3,741,435 | -10% | -$260M |
|
13
Invesco QQQ Trust
QQQ
$369B
| $2.34B | 0.6% | 11,009,036 -100,920 | -0.9% | -$21.5M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.24B | 0.57% | 9,890,408 +1,884,251 | +24% | +$427M |
|
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.3B
| $2.14B | 0.55% | 24,364,425 +3,380,492 | +16% | +$297M |
|
16
Procter & Gamble
PG
$368B
| $1.9B | 0.49% | 15,252,074 +1,452,722 | +11% | +$181M |
|
17
AT&T
T
$209B
| $1.9B | 0.48% | 48,669,581 +11,055,214 | +29% | +$432M |
|
18
Mastercard
MA
$538B
| $1.83B | 0.47% | 6,125,379 +1,119,733 | +22% | +$334M |
|
19
Verizon
VZ
$186B
| $1.81B | 0.46% | 29,540,867 +5,223,940 | +21% | +$321M |
|
20
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.81B | 0.46% | 10,275,563 +118,756 | +1% | +$20.9M |
|
21
Pfizer
PFE
$141B
| $1.75B | 0.44% | 44,573,743 +3,483,651 | +8% | +$136M |
|
22
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.7B | 0.43% | 12,437,642 +400,034 | +3% | +$54.6M |
|
23
Cisco
CSCO
$274B
| $1.69B | 0.43% | 35,189,653 +1,424,613 | +4% | +$68.3M |
|
24
Exxon Mobil
XOM
$487B
| $1.67B | 0.43% | 23,983,929 +4,431,513 | +23% | +$309M |
|
25
UnitedHealth
UNH
$281B
| $1.66B | 0.42% | 5,656,724 +595,577 | +12% | +$175M |
|