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
2601
$5.14M ﹤0.01%
+184,909
2602
$5.14M ﹤0.01%
+523,650
2603
$5.14M ﹤0.01%
100,000
2604
$5.13M ﹤0.01%
+144,655
2605
$5.12M ﹤0.01%
67,118
-70,422
2606
$5.1M ﹤0.01%
55,535
-18,693
2607
$5.09M ﹤0.01%
95,734
+36,107
2608
$5.09M ﹤0.01%
494,210
+9,400
2609
$5.07M ﹤0.01%
+507,897
2610
$5.07M ﹤0.01%
154,998
+54,663
2611
$5.07M ﹤0.01%
180,886
+60,188
2612
$5.07M ﹤0.01%
73,144
+26,327
2613
$5.06M ﹤0.01%
65,331
-565
2614
$5.06M ﹤0.01%
193,113
-153,127
2615
$5.05M ﹤0.01%
121,073
+23,936
2616
$5.04M ﹤0.01%
45,975
-162
2617
$5.03M ﹤0.01%
51,241
+6,857
2618
$5.03M ﹤0.01%
132,069
-245,923
2619
$5.02M ﹤0.01%
1,498,988
+3,706
2620
$5.01M ﹤0.01%
1,047,466
+283,014
2621
$5M ﹤0.01%
157,229
+110,517
2622
$5M ﹤0.01%
354,092
+236,326
2623
$4.99M ﹤0.01%
+124,400
2624
$4.99M ﹤0.01%
427,597
-221,594
2625
$4.98M ﹤0.01%
84,149
+50,508