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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
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
2701
$1.46M ﹤0.01%
132,184
-1,365
2702
$1.46M ﹤0.01%
36,472
+2,544
2703
$1.45M ﹤0.01%
232,223
+200,534
2704
$1.45M ﹤0.01%
31,628
+16,340
2705
$1.44M ﹤0.01%
46,641
-9,093
2706
$1.44M ﹤0.01%
750,982
2707
$1.44M ﹤0.01%
156,664
+8,478
2708
$1.43M ﹤0.01%
53,462
-315
2709
$1.43M ﹤0.01%
197,413
+79,510
2710
$1.43M ﹤0.01%
18,017
+15,831
2711
$1.43M ﹤0.01%
30,752
-101,596
2712
$1.42M ﹤0.01%
97,498
+21,182
2713
$1.42M ﹤0.01%
76,843
+53,263
2714
$1.42M ﹤0.01%
25,096
+3,876
2715
$1.41M ﹤0.01%
77,027
-41,253
2716
$1.4M ﹤0.01%
+34,302
2717
$1.4M ﹤0.01%
200,780
+33,524
2718
$1.4M ﹤0.01%
18,282
+79
2719
$1.4M ﹤0.01%
48,247
+40,953
2720
$1.39M ﹤0.01%
38,495
+30,006
2721
$1.39M ﹤0.01%
174,682
+73,585
2722
$1.39M ﹤0.01%
100,143
2723
$1.39M ﹤0.01%
56,258
-5,716
2724
$1.39M ﹤0.01%
34,753
+6,138
2725
$1.39M ﹤0.01%
61,564
+38,660