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
2801
$3.95M ﹤0.01%
17,514
-1,327
2802
$3.95M ﹤0.01%
+153,039
2803
$3.95M ﹤0.01%
+398,293
2804
$3.94M ﹤0.01%
+399,112
2805
$3.93M ﹤0.01%
625,764
+530,349
2806
$3.93M ﹤0.01%
349,327
-168,390
2807
$3.93M ﹤0.01%
22,700
+21,182
2808
$3.92M ﹤0.01%
+404,749
2809
$3.92M ﹤0.01%
219,121
-37,808
2810
$3.9M ﹤0.01%
151,917
+113,647
2811
$3.89M ﹤0.01%
44,342
2812
$3.89M ﹤0.01%
299,702
+128,134
2813
$3.89M ﹤0.01%
161,810
-366,492
2814
$3.88M ﹤0.01%
135,200
2815
$3.87M ﹤0.01%
110,076
+22,553
2816
$3.87M ﹤0.01%
+385,316
2817
$3.87M ﹤0.01%
+65,155
2818
$3.87M ﹤0.01%
+363,211
2819
$3.87M ﹤0.01%
+165,803
2820
$3.87M ﹤0.01%
40,989
+24,673
2821
$3.86M ﹤0.01%
+200,000
2822
$3.86M ﹤0.01%
402,533
-21,536
2823
$3.85M ﹤0.01%
267,917
-171,279
2824
$3.85M ﹤0.01%
485,194
+470,999
2825
$3.84M ﹤0.01%
98,719
-77,040