Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$6.8M ﹤0.01%
2,762,601
-1,297,379
2502
$6.79M ﹤0.01%
152,245
+26,718
2503
$6.78M ﹤0.01%
398,388
-225,083
2504
$6.77M ﹤0.01%
1,121,108
-440,514
2505
$6.77M ﹤0.01%
221,465
+44,792
2506
$6.77M ﹤0.01%
86,487
-32,936
2507
$6.76M ﹤0.01%
21,279
+4,653
2508
$6.76M ﹤0.01%
350,826
+15,861
2509
$6.76M ﹤0.01%
253,075
+22,960
2510
$6.73M ﹤0.01%
307,709
+64,742
2511
$6.73M ﹤0.01%
690,167
+119,145
2512
$6.72M ﹤0.01%
553,323
+69,414
2513
$6.72M ﹤0.01%
82,492
-2,123
2514
$6.71M ﹤0.01%
177,264
-102,131
2515
$6.7M ﹤0.01%
532,984
+116,040
2516
$6.69M ﹤0.01%
2,340,713
+1,990,822
2517
$6.69M ﹤0.01%
211,551
-248,954
2518
$6.68M ﹤0.01%
427,509
+93,021
2519
$6.66M ﹤0.01%
71,017
2520
$6.65M ﹤0.01%
81,534
-52,124
2521
$6.65M ﹤0.01%
152,082
-102,933
2522
$6.65M ﹤0.01%
73,503
+22,725
2523
$6.64M ﹤0.01%
712,708
+208,739
2524
$6.64M ﹤0.01%
4,001,214
+161,394
2525
$6.64M ﹤0.01%
995,690
+192,905