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
3076
$676K ﹤0.01%
+14,802
3077
$675K ﹤0.01%
+128,343
3078
$673K ﹤0.01%
13,160
+1,276
3079
$673K ﹤0.01%
20,955
+186
3080
$672K ﹤0.01%
16,421
-854
3081
$671K ﹤0.01%
27,603
+18,693
3082
$671K ﹤0.01%
14,634
+1,530
3083
$671K ﹤0.01%
110,516
-4,831
3084
$669K ﹤0.01%
10,113
-24,890
3085
$669K ﹤0.01%
5,149
+1,114
3086
$668K ﹤0.01%
10,670
+6,373
3087
$668K ﹤0.01%
42,938
+313
3088
$668K ﹤0.01%
94,526
-34,270
3089
$668K ﹤0.01%
+51,796
3090
$665K ﹤0.01%
1,490
+33
3091
$664K ﹤0.01%
+55,504
3092
$664K ﹤0.01%
51,395
-33
3093
$662K ﹤0.01%
2,312
+209
3094
$661K ﹤0.01%
36,685
-78,067
3095
$660K ﹤0.01%
7,691
-4,706
3096
$659K ﹤0.01%
24,015
-17,116
3097
$658K ﹤0.01%
+115,572
3098
$656K ﹤0.01%
29,329
-104,036
3099
$655K ﹤0.01%
+21,324
3100
$655K ﹤0.01%
55,880
-3,390