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
$219B
AUM Growth
-$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,974
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$469M
3 +$313M
4
KHC icon
Kraft Heinz
KHC
+$270M
5
DIS icon
Walt Disney
DIS
+$245M

Top Sells

1 +$1.22B
2 +$885M
3 +$757M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$557M
5
QCOM icon
Qualcomm
QCOM
+$432M

Sector Composition

1 Financials 11.46%
2 Healthcare 9.79%
3 Technology 9.6%
4 Consumer Discretionary 8.61%
5 Energy 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.01M ﹤0.01%
+97,976
2502
$2.01M ﹤0.01%
331,338
-13,663
2503
$2M ﹤0.01%
167,893
-217,997
2504
$2M ﹤0.01%
155,154
+115,626
2505
$1.99M ﹤0.01%
+63,539
2506
$1.99M ﹤0.01%
210,296
-18,696
2507
$1.98M ﹤0.01%
62,502
+26,258
2508
$1.98M ﹤0.01%
28,063
+3,265
2509
$1.98M ﹤0.01%
66,877
+41,604
2510
$1.97M ﹤0.01%
104,158
+53,217
2511
$1.96M ﹤0.01%
37,744
-2,059
2512
$1.96M ﹤0.01%
58,847
-12,869
2513
$1.96M ﹤0.01%
+150,873
2514
$1.96M ﹤0.01%
75,218
-38,608
2515
$1.96M ﹤0.01%
123,041
+14,097
2516
$1.96M ﹤0.01%
26,238
+12,689
2517
$1.95M ﹤0.01%
621,881
+564,983
2518
$1.94M ﹤0.01%
10,169
+9,007
2519
$1.94M ﹤0.01%
31,122
-15,146
2520
$1.94M ﹤0.01%
87,351
+1,830
2521
$1.94M ﹤0.01%
848,637
-763,140
2522
$1.93M ﹤0.01%
97,553
+54,536
2523
$1.93M ﹤0.01%
50,678
-205
2524
$1.93M ﹤0.01%
42,119
+10,778
2525
$1.93M ﹤0.01%
76,059
-25,534