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
3026
$740K ﹤0.01%
36,703
+10,307
3027
$738K ﹤0.01%
24,823
-12,914
3028
$738K ﹤0.01%
79,270
+14,570
3029
$737K ﹤0.01%
16,421
+2,355
3030
$737K ﹤0.01%
8,892
+2,700
3031
$736K ﹤0.01%
13,676
3032
$732K ﹤0.01%
+87,018
3033
$732K ﹤0.01%
74,529
+55,806
3034
$730K ﹤0.01%
148,024
+12,192
3035
$728K ﹤0.01%
26,040
-171,875
3036
$728K ﹤0.01%
132,840
-137,411
3037
$727K ﹤0.01%
+56,850
3038
$725K ﹤0.01%
17,202
+2,777
3039
$721K ﹤0.01%
42,913
+9,344
3040
$721K ﹤0.01%
23,266
-13,060
3041
$720K ﹤0.01%
88,132
+15,907
3042
$719K ﹤0.01%
81,579
-134,331
3043
$719K ﹤0.01%
16,871
-15,759
3044
$718K ﹤0.01%
9,555
-593
3045
$717K ﹤0.01%
62,308
-1,049,093
3046
$717K ﹤0.01%
126,270
-908
3047
$716K ﹤0.01%
39,895
+5,415
3048
$716K ﹤0.01%
337,636
+28,396
3049
$714K ﹤0.01%
17,702
+12,390
3050
$712K ﹤0.01%
+32,459