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 |
iShares Core S&P 500 ETF
IVV
|
$2.93B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.72B |
| 3 |
Microsoft
MSFT
|
$1.23B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.04B |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$891M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.73B |
| 2 |
Apple
AAPL
|
$1.64B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.55B |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$639M |
| 5 |
Invesco QQQ Trust
QQQ
|
$595M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 10.04% |
| 3 | Consumer Discretionary | 9.06% |
| 4 | Healthcare | 8.84% |
| 5 | Industrials | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $18.2B | 3.35% | 38,252,350 +1,121,751 | +3% | +$533M |
|
|
2
Microsoft
MSFT
$3.77T
| $16.6B | 3.07% | 44,255,529 +3,258,065 | +8% | +$1.23B |
|
|
3
Apple
AAPL
$3.45T
| $16B | 2.95% | 83,005,072 -8,543,280 | -9% | -$1.64B |
|
|
4
iShares Core S&P 500 ETF
IVV
$661B
| $8.61B | 1.59% | 18,021,942 +6,132,471 | +52% | +$2.93B |
|
5
Amazon
AMZN
$2.44T
| $8.1B | 1.49% | 53,305,583 +3,231,519 | +6% | +$491M |
|
6
NVIDIA
NVDA
$4.25T
| $7.08B | 1.31% | 14,301,288 -811,696 | -5% | -$402M |
|
|
7
Vanguard S&P 500 ETF
VOO
$726B
| $6.58B | 1.21% | 15,057,984 +3,938,441 | +35% | +$1.72B |
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.51B | 1.2% | 46,583,574 +1,014,540 | +2% | +$142M |
|
|
9
iShares Russell 2000 ETF
IWM
$66B
| $4.92B | 0.91% | 24,533,871 -8,600,281 | -26% | -$1.73B |
|
10
Visa
V
$683B
| $4.8B | 0.88% | 18,442,178 -1,782,685 | -9% | -$464M |
|
11
Tesla
TSLA
$1.08T
| $4.09B | 0.75% | 16,469,806 +864,608 | +6% | +$215M |
|
12
Meta Platforms (Facebook)
META
$1.86T
| $3.97B | 0.73% | 11,211,594 +1,225,028 | +12% | +$434M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.58T
| $3.72B | 0.69% | 26,381,866 +579,501 | +2% | +$81.7M |
|
14
JPMorgan Chase
JPM
$829B
| $3.08B | 0.57% | 18,112,317 -92,564 | -0.5% | -$15.7M |
|
15
iShares Russell 1000 Growth ETF
IWF
$116B
| $3.03B | 0.56% | 10,004,534 +489,559 | +5% | +$148M |
|
16
UnitedHealth
UNH
$281B
| $2.95B | 0.54% | 5,608,737 +134,381 | +2% | +$70.7M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.8B | 0.52% | 7,852,867 +431,852 | +6% | +$154M |
|
18
Eli Lilly
LLY
$657B
| $2.73B | 0.5% | 4,679,933 -159,123 | -3% | -$92.8M |
|
|
19
iShares Core MSCI EAFE ETF
IEFA
$149B
| $2.71B | 0.5% | 38,546,896 +12,659,503 | +49% | +$891M |
|
|
20
Invesco QQQ Trust
QQQ
$369B
| $2.71B | 0.5% | 6,613,493 -1,453,857 | -18% | -$595M |
|
21
iShares MSCI EAFE ETF
EFA
$66B
| $2.64B | 0.49% | 35,078,419 +830,451 | +2% | +$62.6M |
|
22
iShares Russell 1000 Value ETF
IWD
$63.5B
| $2.59B | 0.48% | 15,697,362 +634,379 | +4% | +$105M |
|
23
Broadcom
AVGO
$1.4T
| $2.51B | 0.46% | 2,248,372 -91,615 | -4% | -$102M |
|
24
Accenture
ACN
$162B
| $2.34B | 0.43% | 6,673,360 +639,466 | +11% | +$224M |
|
25
Costco
COST
$418B
| $2.27B | 0.42% | 3,445,104 +734,861 | +27% | +$485M |
|