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
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
2 Energy 10.45%
3 Technology 9.84%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$992K ﹤0.01%
30,771
-14,565
2877
$989K ﹤0.01%
79,557
+40,360
2878
$987K ﹤0.01%
27,309
-2,875
2879
$987K ﹤0.01%
23,497
+19,276
2880
$980K ﹤0.01%
+27,346
2881
$980K ﹤0.01%
7,845
-29,586
2882
$973K ﹤0.01%
+74,650
2883
$972K ﹤0.01%
29,739
+19,313
2884
$972K ﹤0.01%
57,695
-16,839
2885
$971K ﹤0.01%
85,744
+15,220
2886
$970K ﹤0.01%
201,234
+44,875
2887
$968K ﹤0.01%
+53,936
2888
$966K ﹤0.01%
+102,396
2889
$966K ﹤0.01%
33,883
-22,395
2890
$966K ﹤0.01%
40,974
-71,129
2891
$964K ﹤0.01%
65,890
-32,651
2892
$964K ﹤0.01%
+10,781
2893
$963K ﹤0.01%
79,494
-13,031
2894
$962K ﹤0.01%
+4,344
2895
$961K ﹤0.01%
33,081
+6,672
2896
$960K ﹤0.01%
106,824
-5,888
2897
$957K ﹤0.01%
5,036
-3,216
2898
$956K ﹤0.01%
108,682
+87,842
2899
$953K ﹤0.01%
325,346
+50,849
2900
$952K ﹤0.01%
228
+67