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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$1.01M ﹤0.01%
44,206
+2,185
3002
$1.01M ﹤0.01%
52,619
+663
3003
$1M ﹤0.01%
145,045
+78,022
3004
$1M ﹤0.01%
51,063
+14,634
3005
$999K ﹤0.01%
3,026
+714
3006
$998K ﹤0.01%
29,739
3007
$995K ﹤0.01%
323,315
-814,479
3008
$994K ﹤0.01%
61,055
3009
$989K ﹤0.01%
26,194
-94,715
3010
$987K ﹤0.01%
33,253
-15,672
3011
$986K ﹤0.01%
648,465
+616,442
3012
$983K ﹤0.01%
39,225
+12,323
3013
$979K ﹤0.01%
108,511
+6,115
3014
$979K ﹤0.01%
66,425
-48,823
3015
$977K ﹤0.01%
104,967
-119,258
3016
$974K ﹤0.01%
74,548
-102
3017
$972K ﹤0.01%
107,436
-3,521
3018
$969K ﹤0.01%
88,511
+28,796
3019
$967K ﹤0.01%
38,724
+7,605
3020
$965K ﹤0.01%
111,015
-135,478
3021
$964K ﹤0.01%
38,113
-2,950
3022
$961K ﹤0.01%
39,392
-12,710
3023
$959K ﹤0.01%
53,761
-12,799
3024
$959K ﹤0.01%
64,048
-399,748
3025
$958K ﹤0.01%
40,652
-5,407