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
3001
$782K ﹤0.01%
38,414
-15,202
3002
$780K ﹤0.01%
71,108
-32,894
3003
$778K ﹤0.01%
39,232
-48,098
3004
$777K ﹤0.01%
35,524
-12,402
3005
$777K ﹤0.01%
11,573
-2,625
3006
$776K ﹤0.01%
9,782
-4,173
3007
$774K ﹤0.01%
+20,247
3008
$773K ﹤0.01%
41,332
+6,835
3009
$772K ﹤0.01%
30,726
+19,002
3010
$770K ﹤0.01%
935
-193
3011
$770K ﹤0.01%
20,664
+11,627
3012
$769K ﹤0.01%
163,322
+144,113
3013
$765K ﹤0.01%
51,877
-80,563
3014
$764K ﹤0.01%
37,599
+8,418
3015
$764K ﹤0.01%
128,894
+118,197
3016
$762K ﹤0.01%
18,790
3017
$760K ﹤0.01%
56,757
+17,787
3018
$758K ﹤0.01%
34,539
+1,514
3019
$756K ﹤0.01%
66,961
+3,478
3020
$756K ﹤0.01%
18,833
+5,550
3021
$756K ﹤0.01%
29,802
-158,980
3022
$755K ﹤0.01%
+51,040
3023
$754K ﹤0.01%
21,645
-12,431
3024
$752K ﹤0.01%
70,141
-9,217
3025
$748K ﹤0.01%
+10,514