Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,755
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$1.27B
3
+$838M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$782M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$707M

Top Sells

1
+$2.77B
2
+$2.27B
3
+$2.1B
4
META icon
Meta Platforms (Facebook)
META
+$1.6B
5
MSFT icon
Microsoft
MSFT
+$1.58B

Sector Composition

1 Technology 24.62%
2 Financials 11.09%
3 Consumer Discretionary 9.37%
4 Healthcare 8.48%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.06T
$31.1B 4.42%
166,786,717
-1,250,054
AAPL icon
2
Apple
AAPL
$3.98T
$27B 3.83%
99,164,706
+2,580,402
MSFT icon
3
Microsoft
MSFT
$3.15T
$24.9B 3.54%
51,400,668
-3,157,597
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$724B
$22.6B 3.21%
33,086,454
-3,099,718
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.17T
$16.3B 2.33%
52,235,899
+799,717
AMZN icon
6
Amazon
AMZN
$2.84T
$14.8B 2.11%
64,210,840
+685,132
TSLA icon
7
Tesla
TSLA
$1.41T
$12.3B 1.75%
27,419,658
-2,464,745
AVGO icon
8
Broadcom
AVGO
$2T
$11.6B 1.64%
33,381,348
-3,404,471
META icon
9
Meta Platforms (Facebook)
META
$1.71T
$10.2B 1.45%
15,466,876
-2,403,104
IVV icon
10
iShares Core S&P 500 ETF
IVV
$788B
$9.44B 1.34%
13,788,022
+121,115
VOO icon
11
Vanguard S&P 500 ETF
VOO
$898B
$9.23B 1.31%
14,723,638
+1,257,844
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.14T
$7.43B 1.06%
23,672,281
-468,384
JPM icon
13
JPMorgan Chase
JPM
$826B
$7.02B 1%
21,777,670
-388,770
LLY icon
14
Eli Lilly
LLY
$790B
$6.39B 0.91%
5,949,894
-704,912
V icon
15
Visa
V
$595B
$5.4B 0.77%
15,393,446
-1,629,474
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.01T
$4.78B 0.68%
9,515,984
+1,156,336
WMT icon
17
Walmart Inc
WMT
$1.04T
$3.75B 0.53%
33,623,537
+5,285,426
IWM icon
18
iShares Russell 2000 ETF
IWM
$77.6B
$3.63B 0.52%
14,743,036
-314,359
QQQ icon
19
Invesco QQQ Trust
QQQ
$431B
$3.62B 0.51%
5,887,171
-3,700,488
JNJ icon
20
Johnson & Johnson
JNJ
$548B
$3.38B 0.48%
16,340,072
+3,230,328
MA icon
21
Mastercard
MA
$450B
$3.36B 0.48%
5,890,060
-444,809
IWF icon
22
iShares Russell 1000 Growth ETF
IWF
$125B
$3.34B 0.47%
7,048,298
-251,733
DIA icon
23
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.3B
$3.16B 0.45%
6,577,862
+3,350,936
XOM icon
24
Exxon Mobil
XOM
$619B
$3.15B 0.45%
26,205,058
+1,949,208
BAC icon
25
Bank of America
BAC
$371B
$3.12B 0.44%
56,666,617
+2,564,440
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