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
3051
$719K ﹤0.01%
50,868
+14,357
3052
$719K ﹤0.01%
75,726
+32,416
3053
$715K ﹤0.01%
54,406
+32,915
3054
$714K ﹤0.01%
+18,221
3055
$713K ﹤0.01%
+26,305
3056
$712K ﹤0.01%
134
-38
3057
$710K ﹤0.01%
9,926
-724
3058
$710K ﹤0.01%
143,579
-129,818
3059
$708K ﹤0.01%
36,410
+500
3060
$708K ﹤0.01%
498,637
-26,645
3061
$708K ﹤0.01%
30,607
-1,313
3062
$706K ﹤0.01%
+13,835
3063
$705K ﹤0.01%
218,530
+185,991
3064
$703K ﹤0.01%
+28,464
3065
$703K ﹤0.01%
24,347
+11,269
3066
$699K ﹤0.01%
45,953
+3,650
3067
$699K ﹤0.01%
57,667
-26,342
3068
$692K ﹤0.01%
5,977
-2,223
3069
$691K ﹤0.01%
29,586
-5,156
3070
$691K ﹤0.01%
46,723
-39,215
3071
$690K ﹤0.01%
141,352
+80,811
3072
$689K ﹤0.01%
29,968
-32,723
3073
$687K ﹤0.01%
21,958
-12,466
3074
$685K ﹤0.01%
73,868
+53,576
3075
$684K ﹤0.01%
238
+2