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
3076
$2.68M ﹤0.01%
249,245
+143,610
3077
$2.68M ﹤0.01%
50,232
+9,590
3078
$2.68M ﹤0.01%
97,216
-19,091
3079
$2.67M ﹤0.01%
1,485,484
+224,652
3080
$2.67M ﹤0.01%
18,680
+7,804
3081
$2.67M ﹤0.01%
70,335
-31,776
3082
$2.67M ﹤0.01%
152,032
-36,334
3083
$2.66M ﹤0.01%
26,851
-8,534
3084
$2.66M ﹤0.01%
+80,861
3085
$2.65M ﹤0.01%
66,131
+49,059
3086
$2.65M ﹤0.01%
258,744
-525,000
3087
$2.65M ﹤0.01%
+265,976
3088
$2.65M ﹤0.01%
+13,223
3089
$2.64M ﹤0.01%
10,596
-685
3090
$2.64M ﹤0.01%
46,259
+160
3091
$2.64M ﹤0.01%
41,781
-16,213
3092
$2.64M ﹤0.01%
+265,564
3093
$2.64M ﹤0.01%
+266,259
3094
$2.64M ﹤0.01%
110,752
-107,013
3095
$2.64M ﹤0.01%
+17,937
3096
$2.63M ﹤0.01%
32,833
-23,367
3097
$2.63M ﹤0.01%
+268,748
3098
$2.62M ﹤0.01%
142,395
-113,921
3099
$2.62M ﹤0.01%
91,959
-116,818
3100
$2.62M ﹤0.01%
+261,250