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
3001
$792K ﹤0.01%
48,664
+23,660
3002
$791K ﹤0.01%
24,517
-47,598
3003
$787K ﹤0.01%
+2,253
3004
$784K ﹤0.01%
47,342
+25,579
3005
$783K ﹤0.01%
105,777
+1,409
3006
$781K ﹤0.01%
25,885
-6,740
3007
$778K ﹤0.01%
574,680
+111,010
3008
$776K ﹤0.01%
125,914
-76,268
3009
$774K ﹤0.01%
20,940
3010
$770K ﹤0.01%
+59,809
3011
$770K ﹤0.01%
24,069
-10,782
3012
$767K ﹤0.01%
6,918
+925
3013
$765K ﹤0.01%
32,157
+23,674
3014
$761K ﹤0.01%
+30,496
3015
$759K ﹤0.01%
18,338
-321
3016
$757K ﹤0.01%
32,164
+22,577
3017
$756K ﹤0.01%
113,663
+36,628
3018
$752K ﹤0.01%
22,277
+7,636
3019
$750K ﹤0.01%
+142,617
3020
$749K ﹤0.01%
54,516
-4,496
3021
$747K ﹤0.01%
28,001
-25,634
3022
$746K ﹤0.01%
39,262
+737
3023
$744K ﹤0.01%
39,036
+6,368
3024
$744K ﹤0.01%
+80,656
3025
$743K ﹤0.01%
+57,480