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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$2.95M ﹤0.01%
+275,600
3002
$2.95M ﹤0.01%
65,701
+10
3003
$2.94M ﹤0.01%
+296,600
3004
$2.94M ﹤0.01%
75,901
-29,135
3005
$2.93M ﹤0.01%
+300,615
3006
$2.93M ﹤0.01%
16,590
+9,170
3007
$2.93M ﹤0.01%
233,526
+88,326
3008
$2.92M ﹤0.01%
109,704
+40,378
3009
$2.91M ﹤0.01%
282,525
+262,066
3010
$2.91M ﹤0.01%
+120,803
3011
$2.9M ﹤0.01%
109,019
+70,424
3012
$2.89M ﹤0.01%
33,420
+10,427
3013
$2.89M ﹤0.01%
172,299
-2,429
3014
$2.88M ﹤0.01%
691,710
-84,708
3015
$2.88M ﹤0.01%
138,625
+10,388
3016
$2.87M ﹤0.01%
115,833
+14,890
3017
$2.87M ﹤0.01%
21,279
-13,463
3018
$2.87M ﹤0.01%
213,165
+171,069
3019
$2.87M ﹤0.01%
129,328
-237,138
3020
$2.86M ﹤0.01%
+83,536
3021
$2.86M ﹤0.01%
27,049
-5,075
3022
$2.86M ﹤0.01%
288,469
+153,670
3023
$2.85M ﹤0.01%
60,738
+17,836
3024
$2.85M ﹤0.01%
72,937
-194,290
3025
$2.85M ﹤0.01%
+290,895