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
2701
$4.45M ﹤0.01%
115,649
+54,059
2702
$4.45M ﹤0.01%
181,660
+13,175
2703
$4.45M ﹤0.01%
212,897
+13,878
2704
$4.44M ﹤0.01%
461,796
+378,667
2705
$4.44M ﹤0.01%
43,255
+6,993
2706
$4.43M ﹤0.01%
249,822
-72,234
2707
$4.42M ﹤0.01%
243,778
-111,632
2708
$4.41M ﹤0.01%
135,882
-519
2709
$4.4M ﹤0.01%
308,428
+145,184
2710
$4.4M ﹤0.01%
64,729
-601,077
2711
$4.4M ﹤0.01%
54,027
+5,015
2712
$4.38M ﹤0.01%
88,037
-9,714
2713
$4.38M ﹤0.01%
+440,037
2714
$4.38M ﹤0.01%
+14,722
2715
$4.38M ﹤0.01%
323,270
-107,521
2716
$4.37M ﹤0.01%
467,313
+366,715
2717
$4.36M ﹤0.01%
40,058
-13,212
2718
$4.36M ﹤0.01%
75,449
+22,373
2719
$4.36M ﹤0.01%
+450,449
2720
$4.36M ﹤0.01%
83,277
+69,222
2721
$4.36M ﹤0.01%
338,844
+55,664
2722
$4.35M ﹤0.01%
89,147
+80,404
2723
$4.34M ﹤0.01%
55,963
-43,372
2724
$4.34M ﹤0.01%
+452,316
2725
$4.34M ﹤0.01%
115,377
+25,098