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
2901
$952K ﹤0.01%
+35,546
2902
$946K ﹤0.01%
171,443
2903
$945K ﹤0.01%
115,163
-146,100
2904
$945K ﹤0.01%
6,847
-2,246
2905
$945K ﹤0.01%
+45,908
2906
$945K ﹤0.01%
286,509
+32,407
2907
$944K ﹤0.01%
75,912
-70,240
2908
$943K ﹤0.01%
44,156
-7,408
2909
$941K ﹤0.01%
33,581
+8,229
2910
$941K ﹤0.01%
+19,030
2911
$939K ﹤0.01%
+75,822
2912
$939K ﹤0.01%
49,864
+8,693
2913
$938K ﹤0.01%
127,396
+49,982
2914
$935K ﹤0.01%
62,532
-4,961
2915
$935K ﹤0.01%
77,376
+53,623
2916
$934K ﹤0.01%
52,067
-2,839
2917
$934K ﹤0.01%
27,859
+20,527
2918
$931K ﹤0.01%
109,036
+8,475
2919
$930K ﹤0.01%
20,669
-18,330
2920
$926K ﹤0.01%
33,942
+778
2921
$926K ﹤0.01%
9,448
-1,404
2922
$921K ﹤0.01%
7,970
+860
2923
$921K ﹤0.01%
+69,000
2924
$917K ﹤0.01%
121,300
+102,625
2925
$916K ﹤0.01%
11,346
-85,144