2020.05.28 골드만삭스 추천주식 _ 미국주식 X 미국개미

 

 

선요약 : 추천 자주하는 골드만삭스,,, 이번엔 우량주들이 많이 포함되서 불안하다... 팔아야하나? ㄷㄷ

 

25. RingCentral 링센트럴

RNG

Ticker: RNG

Number of hedge funds with stock as top 10 holding: 17

Year-to-date total return: 56%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

24. GoDaddy 고대디

GDDY

Ticker: GDDY

Number of hedge funds with stock as top 10 holding: 17

Year-to-date total return: 11%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

23. ServiceNow 서비스나우

NOW

Ticker: NOW

Number of hedge funds with stock as top 10 holding: 18

Year-to-date total return: 33%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

22. Sea Ltd. (Singapore) 씨

SE

Ticker: SE

Number of hedge funds with stock as top 10 holding: 18

Year-to-date total return: 73%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

21. Adobe 어도비

ADBE

Ticker: ADBE

Number of hedge funds with stock as top 10 holding: 18

Year-to-date total return: 12%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

20. UnitedHealth Group 유나이티드헬스 그룹

UNH

Ticker: UNH

Number of hedge funds with stock as top 10 holding: 19

Year-to-date total return: 0%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

19. JD.com 징동닷컴

JD

Ticker: JD

Number of hedge funds with stock as top 10 holding: 19

Year-to-date total return: 58%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

18. Centene 센틴

CNC

Ticker: CNC

Number of hedge funds with stock as top 10 holding: 19

Year-to-date total return: 8%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

17. Activision Blizzard 액티비전 블리자드

ATVI

Ticker: ATVI

Number of hedge funds with stock as top 10 holding: 20

Year-to-date total return: 23%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

16. Uber Technologies 우버테크놀로지

UBER

Ticker: UBER

Number of hedge funds with stock as top 10 holding: 22

Year-to-date total return: 13%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

15. PG&E

PCG

Ticker: PCG

Number of hedge funds with stock as top 10 holding: 23

Year-to-date total return: 13%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

14. Tiffany 티파니

TIF

Ticker: TIF

Number of hedge funds with stock as top 10 holding: 24

Year-to-date total return: -4%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

13. Salesforce 세일즈포스

CRM

Ticker: CRM

Number of hedge funds with stock as top 10 holding: 27

Year-to-date total return: 6%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

12. Apple 애플

 

AAPL

Ticker: AAPL

Number of hedge funds with stock as top 10 holding: 30

Year-to-date total return: 8%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

11. Mastercard 마스터카드

MA

Ticker: MA

Number of hedge funds with stock as top 10 holding: 37

Year-to-date total return: -3%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

10. Visa 비자

V

Ticker: V

Number of hedge funds with stock as top 10 holding: 38

Year-to-date total return: 2%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

9. Netflix 넷플릭스

nflx

Ticker: NFLX

Number of hedge funds with stock as top 10 holding: 38

Year-to-date total return: 40%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

8. Fidelity National 피델리티 네셔널

FIS

Ticker: FIS

Number of hedge funds with stock as top 10 holding: 38

Year-to-date total return: -2%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

7. PayPal 페이팔

pypl

Ticker: PYPL

Number of hedge funds with stock as top 10 holding: 40

Year-to-date total return: 35%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

6. Charter Communications 차터커뮤니케이션즈

CHTR

Ticker: CHTR

Number of hedge funds with stock as top 10 holding: 40

Year-to-date total return: 7%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

5. Alibaba 알리바바

 

BABA

Ticker: BABA

Number of hedge funds with stock as top 10 holding: 57

Year-to-date total return: 1%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

4. Alphabet 알파벳 구글

GOOGL

Ticker: GOOGL

Number of hedge funds with stock as top 10 holding: 58

Year-to-date total return: 3%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

3. Facebook 페이스북

FB

Ticker: FB

Number of hedge funds with stock as top 10 holding: 98

Year-to-date total return: 4%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

2. Microsoft 마이크로소프트

msft

Ticker: MSFT

Number of hedge funds with stock as top 10 holding: 108

Year-to-date total return: 18%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

1. Amazon 아마존

amzn

Ticker: AMZN

Number of hedge funds with stock as top 10 holding: 139

Year-to-date total return: 31%

Source: Solactive, FactSet, data compiled by Goldman Sachs Global Investment Research

 

 

골드만 삭스의 전략가 인 벤 스나이더 (Ben Snider)는 최근 헤지 펀드 매니저들이 선호하는 실적이 우수한 주가 지수를 정리했습니다.

 

 

 

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# 본 글은 주식 매수 매도 추천글이 아닙니다. 본 글에서 거론된 주식의 매수,매도는 투자자 본인의 판단이며 그 결과 또한 투자자 본인의 책임입니다.