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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
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
2926
$906K ﹤0.01%
23,033
+6,796
2927
$904K ﹤0.01%
17,611
+4,715
2928
$904K ﹤0.01%
+64,147
2929
$903K ﹤0.01%
83,210
+35,444
2930
$897K ﹤0.01%
1,879
-22
2931
$897K ﹤0.01%
38,272
-63,308
2932
$896K ﹤0.01%
69,007
-24,150
2933
$893K ﹤0.01%
29,391
+14,124
2934
$891K ﹤0.01%
56,106
+10,237
2935
$890K ﹤0.01%
150,626
+136,744
2936
$889K ﹤0.01%
48,304
+18,186
2937
$887K ﹤0.01%
74,499
-28,065
2938
$887K ﹤0.01%
161,327
+74,800
2939
$886K ﹤0.01%
70,622
+51,641
2940
$885K ﹤0.01%
15,377
-1,307
2941
$883K ﹤0.01%
28,128
+8,060
2942
$883K ﹤0.01%
59,698
+24,002
2943
$880K ﹤0.01%
21,558
-8,600
2944
$878K ﹤0.01%
15,658
+2,824
2945
$877K ﹤0.01%
26,008
-11,104
2946
$876K ﹤0.01%
2,687
-278
2947
$876K ﹤0.01%
34,248
-315,608
2948
$875K ﹤0.01%
26,684
+6,528
2949
$871K ﹤0.01%
+344,235
2950
$870K ﹤0.01%
857
-78