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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$3.32M ﹤0.01%
365,032
+191,273
2552
$3.32M ﹤0.01%
+189,373
2553
$3.32M ﹤0.01%
+170,400
2554
$3.3M ﹤0.01%
54,460
-20,575
2555
$3.3M ﹤0.01%
171,552
-25,963
2556
$3.29M ﹤0.01%
292,845
+3,404
2557
$3.29M ﹤0.01%
385,969
+74,618
2558
$3.29M ﹤0.01%
245,199
-7,083
2559
$3.28M ﹤0.01%
194,349
+40,997
2560
$3.28M ﹤0.01%
100,000
-1,888
2561
$3.27M ﹤0.01%
+89,670
2562
$3.27M ﹤0.01%
173,467
+8,111
2563
$3.27M ﹤0.01%
69,602
-41,358
2564
$3.27M ﹤0.01%
33,104
-23,671
2565
$3.26M ﹤0.01%
657,210
-787,240
2566
$3.26M ﹤0.01%
34,676
+3,381
2567
$3.26M ﹤0.01%
+38,911
2568
$3.25M ﹤0.01%
179,440
-13,483
2569
$3.24M ﹤0.01%
314,397
-4,081
2570
$3.23M ﹤0.01%
85,244
+69,664
2571
$3.23M ﹤0.01%
304,216
+11,062
2572
$3.22M ﹤0.01%
+235,834
2573
$3.2M ﹤0.01%
82,368
-9,166
2574
$3.17M ﹤0.01%
+50,000
2575
$3.17M ﹤0.01%
33,978
+4