Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

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 Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$343M 0.09%
5,089,933
+1,278,306
227
$341M 0.09%
6,615,474
-2,377,262
228
$341M 0.09%
11,911,052
+1,000,580
229
$340M 0.09%
5,046,118
+725,791
230
$340M 0.09%
10,365,244
+190,335
231
$339M 0.09%
3,345,707
-425,016
232
$336M 0.09%
5,172,399
+6,584
233
$336M 0.09%
4,585,790
+1,026,936
234
$334M 0.09%
6,254,857
+729,282
235
$333M 0.09%
10,415,608
-211,364
236
$330M 0.08%
6,064,718
-1,470,880
237
$330M 0.08%
6,316,194
-1,140,586
238
$329M 0.08%
23,547,663
-3,511,747
239
$329M 0.08%
14,223,206
+6,247,427
240
$328M 0.08%
2,215,536
-14,309
241
$327M 0.08%
9,284,951
-1,760,400
242
$327M 0.08%
8,907,293
+192,834
243
$321M 0.08%
14,639,028
+2,048,794
244
$317M 0.08%
6,081,252
+365,010
245
$317M 0.08%
7,591,518
-1,009,308
246
$315M 0.08%
2,512,202
-146,355
247
$314M 0.08%
2,768,040
-37,387
248
$313M 0.08%
3,184,833
+51,368
249
$313M 0.08%
4,823,638
+961,988
250
$312M 0.08%
2,295,838
+1,351,843