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
2551
$1.85M ﹤0.01%
86,437
-63,383
2552
$1.85M ﹤0.01%
84,237
+19,887
2553
$1.84M ﹤0.01%
39,673
+36,903
2554
$1.84M ﹤0.01%
557,695
+188,131
2555
$1.84M ﹤0.01%
102,072
-46,777
2556
$1.83M ﹤0.01%
56,530
-60
2557
$1.82M ﹤0.01%
133,298
+89,384
2558
$1.82M ﹤0.01%
125,283
-97,399
2559
$1.82M ﹤0.01%
120,418
+31,261
2560
$1.81M ﹤0.01%
136,564
-1,675
2561
$1.81M ﹤0.01%
101,029
-15,826
2562
$1.81M ﹤0.01%
176,236
+167,538
2563
$1.8M ﹤0.01%
130,752
+116,415
2564
$1.8M ﹤0.01%
174,560
+3,264
2565
$1.8M ﹤0.01%
50,014
+7
2566
$1.79M ﹤0.01%
83,652
-3,756
2567
$1.79M ﹤0.01%
82,700
-2,300
2568
$1.79M ﹤0.01%
231,732
-262,380
2569
$1.79M ﹤0.01%
44,466
-39,120
2570
$1.76M ﹤0.01%
54,155
-15,074
2571
$1.76M ﹤0.01%
54,502
+23,426
2572
$1.76M ﹤0.01%
201,374
-491,620
2573
$1.76M ﹤0.01%
+55,341
2574
$1.75M ﹤0.01%
+178,004
2575
$1.75M ﹤0.01%
+67,580