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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
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
3026
$747K ﹤0.01%
405,808
-261,103
3027
$745K ﹤0.01%
+33,625
3028
$743K ﹤0.01%
+31,989
3029
$743K ﹤0.01%
1,749
-729
3030
$742K ﹤0.01%
22,761
-16,995
3031
$742K ﹤0.01%
5,216
+3,512
3032
$740K ﹤0.01%
37,208
-4,177
3033
$739K ﹤0.01%
64,440
+21,064
3034
$737K ﹤0.01%
108,986
-115,932
3035
$736K ﹤0.01%
42,008
-35,933
3036
$735K ﹤0.01%
295,580
+135,220
3037
$735K ﹤0.01%
28,567
+12,818
3038
$734K ﹤0.01%
11,764
-5,061
3039
$734K ﹤0.01%
13,065
+4,130
3040
$733K ﹤0.01%
38,749
-12,357
3041
$733K ﹤0.01%
355,910
+281,770
3042
$732K ﹤0.01%
18,146
+14,309
3043
$732K ﹤0.01%
+39,394
3044
$731K ﹤0.01%
14,509
3045
$730K ﹤0.01%
80,956
+51,577
3046
$730K ﹤0.01%
61,030
+11,422
3047
$727K ﹤0.01%
46,825
+12,102
3048
$725K ﹤0.01%
13,469
-5,226
3049
$723K ﹤0.01%
14,649
+5,681
3050
$723K ﹤0.01%
33,711
+10,262