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
$338B
AUM Growth
+$25.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,523
New
Increased
Reduced
Closed

Top Buys

1 +$1.66B
2 +$728M
3 +$715M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$420M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$376M

Top Sells

1 +$665M
2 +$660M
3 +$504M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$485M
5
AABA
Altaba Inc
AABA
+$419M

Sector Composition

1 Financials 12.65%
2 Technology 12.43%
3 Healthcare 10.17%
4 Consumer Discretionary 9.64%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$3.4M ﹤0.01%
417,597
+73,031
2502
$3.4M ﹤0.01%
286,558
-8,960
2503
$3.39M ﹤0.01%
300,686
-6,207
2504
$3.38M ﹤0.01%
38,100
+975
2505
$3.36M ﹤0.01%
153,300
+90,810
2506
$3.35M ﹤0.01%
207,861
-774,723
2507
$3.35M ﹤0.01%
79,661
-20,171
2508
$3.35M ﹤0.01%
29,113
+1,738
2509
$3.34M ﹤0.01%
68,662
+25,513
2510
$3.34M ﹤0.01%
203,041
-30,820
2511
$3.34M ﹤0.01%
47,744
+14,297
2512
$3.34M ﹤0.01%
50,094
2513
$3.33M ﹤0.01%
123,894
+3,142
2514
$3.33M ﹤0.01%
159,024
-26,939
2515
$3.32M ﹤0.01%
103,468
+5,204
2516
$3.31M ﹤0.01%
65,289
-8,793
2517
$3.28M ﹤0.01%
157,884
+68,698
2518
$3.27M ﹤0.01%
96,904
+4,064
2519
$3.26M ﹤0.01%
165,610
-54,306
2520
$3.26M ﹤0.01%
43,390
+14,784
2521
$3.25M ﹤0.01%
27,138
-20,785
2522
$3.25M ﹤0.01%
69,132
-46,449
2523
$3.24M ﹤0.01%
72,628
+25,656
2524
$3.24M ﹤0.01%
421,971
+62,790
2525
$3.21M ﹤0.01%
101,522
-6,057