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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$952M
3 +$658M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$654M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$617M

Sector Composition

1 Financials 11.62%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$1.93M ﹤0.01%
68,767
-985
2602
$1.93M ﹤0.01%
66,493
-49,107
2603
$1.93M ﹤0.01%
164,569
-210,807
2604
$1.93M ﹤0.01%
31,445
+13,134
2605
$1.93M ﹤0.01%
62,197
-294,653
2606
$1.92M ﹤0.01%
27,976
+7,581
2607
$1.92M ﹤0.01%
47,565
-900
2608
$1.92M ﹤0.01%
89,415
-286,935
2609
$1.92M ﹤0.01%
87,510
+75,572
2610
$1.92M ﹤0.01%
93,069
+1,522
2611
$1.91M ﹤0.01%
97,364
+83,472
2612
$1.91M ﹤0.01%
97,223
-98,016
2613
$1.91M ﹤0.01%
56,536
-40,426
2614
$1.9M ﹤0.01%
94,734
-12,264
2615
$1.9M ﹤0.01%
751,017
-1,202,815
2616
$1.9M ﹤0.01%
60,082
+11,020
2617
$1.9M ﹤0.01%
147,715
-290,055
2618
$1.89M ﹤0.01%
+123,202
2619
$1.89M ﹤0.01%
171,104
+52,258
2620
$1.88M ﹤0.01%
83,138
+55,279
2621
$1.88M ﹤0.01%
6,003
-7,934
2622
$1.87M ﹤0.01%
68,174
+3,760
2623
$1.87M ﹤0.01%
15,847
-44,769
2624
$1.86M ﹤0.01%
44,101
-11,077
2625
$1.86M ﹤0.01%
38,745
-18