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
276
$205M 0.09%
2,714,737
-959,938
277
$204M 0.09%
1,744,667
+516,360
278
$202M 0.09%
4,485,037
+3,088,014
279
$202M 0.09%
4,057,582
+1,073,490
280
$201M 0.08%
1,985,957
-450,520
281
$201M 0.08%
2,729,332
+229,824
282
$201M 0.08%
4,227,794
-763,180
283
$201M 0.08%
4,304,089
-371,867
284
$200M 0.08%
5,616,910
+896,790
285
$200M 0.08%
1,716,738
-204,646
286
$200M 0.08%
1,128,622
+36,731
287
$200M 0.08%
341,311
+63,857
288
$199M 0.08%
3,777,033
-1,075,359
289
$198M 0.08%
2,610,582
+497,761
290
$196M 0.08%
2,050,324
+277,231
291
$196M 0.08%
2,674,662
+812,471
292
$196M 0.08%
6,487,479
+759,971
293
$195M 0.08%
9,543,455
+2,300,838
294
$195M 0.08%
3,067,393
-757,114
295
$195M 0.08%
2,394,897
+78,996
296
$195M 0.08%
5,016,563
+699,749
297
$194M 0.08%
1,312,870
-151,851
298
$192M 0.08%
5,960,770
+603,616
299
$192M 0.08%
6,132,249
+3,557,574
300
$192M 0.08%
10,806,207
-764,451