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
$219B
AUM Growth
-$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,974
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$469M
3 +$313M
4
KHC icon
Kraft Heinz
KHC
+$270M
5
DIS icon
Walt Disney
DIS
+$245M

Top Sells

1 +$1.22B
2 +$885M
3 +$757M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$557M
5
QCOM icon
Qualcomm
QCOM
+$432M

Sector Composition

1 Financials 11.46%
2 Healthcare 9.79%
3 Technology 9.6%
4 Consumer Discretionary 8.61%
5 Energy 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$726K ﹤0.01%
101,874
+50,206
3027
$722K ﹤0.01%
36,150
+15,176
3028
$721K ﹤0.01%
21,709
+3,882
3029
$721K ﹤0.01%
20,574
+9,096
3030
$720K ﹤0.01%
+14,790
3031
$719K ﹤0.01%
12,793
-6,282
3032
$718K ﹤0.01%
11,478
+1,830
3033
$716K ﹤0.01%
22,236
-2,460
3034
$715K ﹤0.01%
17,112
+7,938
3035
$713K ﹤0.01%
+34,204
3036
$712K ﹤0.01%
24,440
+3,565
3037
$710K ﹤0.01%
39,074
-19,918
3038
$709K ﹤0.01%
42,032
-124,187
3039
$703K ﹤0.01%
+29,064
3040
$703K ﹤0.01%
8,617
-38
3041
$702K ﹤0.01%
9,068
-7,048
3042
$702K ﹤0.01%
24,211
+15,221
3043
$701K ﹤0.01%
+103,059
3044
$701K ﹤0.01%
39,602
+13,977
3045
$700K ﹤0.01%
85,019
-33,547
3046
$696K ﹤0.01%
+25,510
3047
$695K ﹤0.01%
15,319
+1,212
3048
$695K ﹤0.01%
17,322
+5,361
3049
$693K ﹤0.01%
58,765
-54,126
3050
$692K ﹤0.01%
+40,397