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
2976
$827K ﹤0.01%
22,356
+4,537
2977
$827K ﹤0.01%
+26,613
2978
$826K ﹤0.01%
6,329
-7,218
2979
$824K ﹤0.01%
25,501
+2,615
2980
$824K ﹤0.01%
38,000
2981
$823K ﹤0.01%
24,349
-290,266
2982
$820K ﹤0.01%
21,171
+13,762
2983
$817K ﹤0.01%
24,860
+6,184
2984
$815K ﹤0.01%
46,591
+14,651
2985
$811K ﹤0.01%
79,537
+62,212
2986
$805K ﹤0.01%
9,118
+896
2987
$804K ﹤0.01%
27,436
+13,444
2988
$803K ﹤0.01%
+45,149
2989
$798K ﹤0.01%
+29,171
2990
$797K ﹤0.01%
25,246
-13,894
2991
$796K ﹤0.01%
55,570
+15,945
2992
$795K ﹤0.01%
18,131
-323
2993
$792K ﹤0.01%
76,435
-91,997
2994
$791K ﹤0.01%
18,313
+4,126
2995
$791K ﹤0.01%
+6,106
2996
$789K ﹤0.01%
154,488
+64,465
2997
$784K ﹤0.01%
+23,838
2998
$783K ﹤0.01%
26,370
+6,614
2999
$783K ﹤0.01%
95,552
+73,345
3000
$782K ﹤0.01%
38,414
-15,202