Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.26M ﹤0.01%
241,851
-136,044
2502
$2.26M ﹤0.01%
94,860
-442,590
2503
$2.26M ﹤0.01%
92,074
-341,690
2504
$2.25M ﹤0.01%
74,587
+35,017
2505
$2.25M ﹤0.01%
60,236
+4,023
2506
$2.25M ﹤0.01%
41,554
+33,464
2507
$2.25M ﹤0.01%
113,811
+85,239
2508
$2.25M ﹤0.01%
200,425
+34,594
2509
$2.25M ﹤0.01%
56,933
+18,613
2510
$2.25M ﹤0.01%
59,034
+25,953
2511
$2.25M ﹤0.01%
291,459
-205,473
2512
$2.24M ﹤0.01%
54,541
+5,419
2513
$2.24M ﹤0.01%
184,840
+2,174
2514
$2.24M ﹤0.01%
42,478
+36
2515
$2.23M ﹤0.01%
27,543
-3,124
2516
$2.23M ﹤0.01%
+100,399
2517
$2.23M ﹤0.01%
94,560
+71,197
2518
$2.23M ﹤0.01%
141,181
+57,836
2519
$2.23M ﹤0.01%
42,392
+12,914
2520
$2.22M ﹤0.01%
468,954
+394,434
2521
$2.21M ﹤0.01%
57,743
+21,467
2522
$2.21M ﹤0.01%
187,387
+180,222
2523
$2.21M ﹤0.01%
78,903
-4,630
2524
$2.21M ﹤0.01%
109,990
-4,697
2525
$2.19M ﹤0.01%
287,099
-1,449