Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$1.54M ﹤0.01%
26,428
+17,285
2677
$1.53M ﹤0.01%
71,744
+44,050
2678
$1.53M ﹤0.01%
4,426
+121
2679
$1.53M ﹤0.01%
98,502
-171,206
2680
$1.53M ﹤0.01%
63,107
+17,760
2681
$1.53M ﹤0.01%
73,246
+5,749
2682
$1.53M ﹤0.01%
71,658
-60,879
2683
$1.53M ﹤0.01%
110,082
+71,370
2684
$1.53M ﹤0.01%
61,456
2685
$1.52M ﹤0.01%
262,217
+118,229
2686
$1.52M ﹤0.01%
+15,408
2687
$1.51M ﹤0.01%
63,144
-62,174
2688
$1.5M ﹤0.01%
63,339
+1,180
2689
$1.5M ﹤0.01%
170,409
-1,386
2690
$1.5M ﹤0.01%
118,935
+6,773
2691
$1.49M ﹤0.01%
48,368
+4,563
2692
$1.48M ﹤0.01%
+204,664
2693
$1.48M ﹤0.01%
304,128
-335,770
2694
$1.48M ﹤0.01%
18,635
+3,597
2695
$1.48M ﹤0.01%
54,144
-11,355
2696
$1.48M ﹤0.01%
136,821
-117,811
2697
$1.47M ﹤0.01%
190,615
+131,636
2698
$1.47M ﹤0.01%
30,824
+1,924
2699
$1.47M ﹤0.01%
29,017
-17,517
2700
$1.46M ﹤0.01%
132,184
-1,365