Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$5.21M ﹤0.01%
576,799
+175,866
2702
$5.2M ﹤0.01%
451,847
+98,182
2703
$5.2M ﹤0.01%
148,389
-3,015
2704
$5.2M ﹤0.01%
1,249,177
-1,362,746
2705
$5.18M ﹤0.01%
557,366
+70,396
2706
$5.17M ﹤0.01%
122,514
+17,421
2707
$5.17M ﹤0.01%
131,503
-41,002
2708
$5.16M ﹤0.01%
1,766,867
+210,631
2709
$5.13M ﹤0.01%
88,576
+38,953
2710
$5.11M ﹤0.01%
658,603
+205,104
2711
$5.1M ﹤0.01%
131,474
-97,956
2712
$5.1M ﹤0.01%
+210,580
2713
$5.09M ﹤0.01%
381,128
-97,353
2714
$5.07M ﹤0.01%
124,028
-86,572
2715
$5.07M ﹤0.01%
101,189
+19,677
2716
$5.07M ﹤0.01%
271,064
-206,818
2717
$5.05M ﹤0.01%
87,439
-40,451
2718
$5.05M ﹤0.01%
96,061
+976
2719
$5.05M ﹤0.01%
272,814
-41,877
2720
$5.05M ﹤0.01%
66,816
+21,613
2721
$5.03M ﹤0.01%
181,004
-191,971
2722
$5.02M ﹤0.01%
97,833
-8,054
2723
$5.02M ﹤0.01%
145,639
-34,686
2724
$5.01M ﹤0.01%
147,328
-49,946
2725
$5.01M ﹤0.01%
203,813
+9,943