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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$5.97M ﹤0.01%
323,438
-12,325
2502
$5.97M ﹤0.01%
208,842
+49,581
2503
$5.96M ﹤0.01%
+91,933
2504
$5.95M ﹤0.01%
221,828
+73,475
2505
$5.95M ﹤0.01%
1,002,522
+698,787
2506
$5.93M ﹤0.01%
316,520
+103,539
2507
$5.92M ﹤0.01%
+600,604
2508
$5.91M ﹤0.01%
111,194
-113,753
2509
$5.91M ﹤0.01%
355,735
-26,729
2510
$5.88M ﹤0.01%
87,606
-69,401
2511
$5.88M ﹤0.01%
138,426
+60,138
2512
$5.87M ﹤0.01%
45,706
-30,311
2513
$5.85M ﹤0.01%
172,916
+8,229
2514
$5.85M ﹤0.01%
+240,170
2515
$5.83M ﹤0.01%
+129,539
2516
$5.82M ﹤0.01%
100,000
-1,381
2517
$5.81M ﹤0.01%
109,535
-24,001
2518
$5.8M ﹤0.01%
147,757
-9,691
2519
$5.8M ﹤0.01%
359,796
2520
$5.77M ﹤0.01%
114,595
-47,702
2521
$5.77M ﹤0.01%
411,303
+135,760
2522
$5.77M ﹤0.01%
319,825
+79,790
2523
$5.77M ﹤0.01%
125,373
-149,672
2524
$5.76M ﹤0.01%
69,531
+51,491
2525
$5.75M ﹤0.01%
149,387
+112,426