Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$933K ﹤0.01%
16,320
-1,927
2902
$932K ﹤0.01%
34,778
+4,709
2903
$931K ﹤0.01%
45,014
+32,853
2904
$929K ﹤0.01%
51,953
+23,655
2905
$929K ﹤0.01%
37,471
+19,502
2906
$927K ﹤0.01%
25,438
-1,185
2907
$927K ﹤0.01%
75,726
+43,897
2908
$926K ﹤0.01%
+45,114
2909
$926K ﹤0.01%
32,372
-863
2910
$924K ﹤0.01%
35,245
-47,225
2911
$924K ﹤0.01%
119
+72
2912
$923K ﹤0.01%
101,444
+40,454
2913
$921K ﹤0.01%
124,461
-9,229
2914
$920K ﹤0.01%
37,715
-18,067
2915
$919K ﹤0.01%
99,918
-37,371
2916
$916K ﹤0.01%
123,845
-8,201
2917
$915K ﹤0.01%
53,484
-12,652
2918
$913K ﹤0.01%
82,007
+62,625
2919
$913K ﹤0.01%
256,666
-312,224
2920
$912K ﹤0.01%
22,232
-4,823
2921
$911K ﹤0.01%
+2,792
2922
$910K ﹤0.01%
18,566
-6,477
2923
$908K ﹤0.01%
20,452
+13,769
2924
$908K ﹤0.01%
289,994
+275,907
2925
$906K ﹤0.01%
23,033
+6,796