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
3051
$2.75M ﹤0.01%
56,234
+19,481
3052
$2.75M ﹤0.01%
48,884
3053
$2.75M ﹤0.01%
100,000
3054
$2.75M ﹤0.01%
+46,585
3055
$2.75M ﹤0.01%
23,811
+975
3056
$2.74M ﹤0.01%
82,006
-46,512
3057
$2.74M ﹤0.01%
147,754
+96,352
3058
$2.73M ﹤0.01%
27,779
3059
$2.73M ﹤0.01%
192,971
-1,627,905
3060
$2.73M ﹤0.01%
262,287
-28,035
3061
$2.73M ﹤0.01%
43,380
3062
$2.73M ﹤0.01%
+275,764
3063
$2.72M ﹤0.01%
280,554
+24,572
3064
$2.71M ﹤0.01%
283,388
+103,034
3065
$2.71M ﹤0.01%
272,660
+227,660
3066
$2.71M ﹤0.01%
27,463
-157
3067
$2.71M ﹤0.01%
318,995
+125,332
3068
$2.7M ﹤0.01%
69,013
+183
3069
$2.7M ﹤0.01%
+266,000
3070
$2.69M ﹤0.01%
126,870
-25,625
3071
$2.69M ﹤0.01%
28,926
+12,173
3072
$2.69M ﹤0.01%
94,084
+39,998
3073
$2.69M ﹤0.01%
53,545
+40,935
3074
$2.69M ﹤0.01%
73,418
3075
$2.69M ﹤0.01%
55,927
-219,710