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
2526
$5.75M ﹤0.01%
2,300,000
+1,555,000
2527
$5.74M ﹤0.01%
25,863
+18,275
2528
$5.74M ﹤0.01%
281,120
-68,389
2529
$5.74M ﹤0.01%
152,294
-20,288
2530
$5.73M ﹤0.01%
137,222
-10,947
2531
$5.7M ﹤0.01%
141,697
+26,000
2532
$5.69M ﹤0.01%
549,074
+166,105
2533
$5.69M ﹤0.01%
174,227
+20,254
2534
$5.66M ﹤0.01%
579,057
+156,057
2535
$5.64M ﹤0.01%
211,534
-40,692
2536
$5.64M ﹤0.01%
174,014
+115,004
2537
$5.62M ﹤0.01%
257,959
-134,665
2538
$5.62M ﹤0.01%
+581,516
2539
$5.62M ﹤0.01%
379,382
-893,992
2540
$5.61M ﹤0.01%
640,211
-59,211
2541
$5.59M ﹤0.01%
140,094
-446,328
2542
$5.59M ﹤0.01%
119,813
-190,720
2543
$5.59M ﹤0.01%
99,087
-4,761
2544
$5.59M ﹤0.01%
603,974
+595,006
2545
$5.58M ﹤0.01%
764,871
-1,760,623
2546
$5.58M ﹤0.01%
147,997
+87,145
2547
$5.57M ﹤0.01%
810,807
+608,207
2548
$5.56M ﹤0.01%
52,600
-8,478
2549
$5.55M ﹤0.01%
+560,010
2550
$5.54M ﹤0.01%
3,228,974
+236,616