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
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$818M
2 +$727M
3 +$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$369M
5
MSFT icon
Microsoft
MSFT
+$362M

Top Sells

1 +$1.54B
2 +$1.11B
3 +$644M
4
NTAP icon
NetApp
NTAP
+$622M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$584M

Sector Composition

1 Financials 12.04%
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
3101
$655K ﹤0.01%
+21,324
3102
$655K ﹤0.01%
55,880
-3,390
3103
$653K ﹤0.01%
33,184
+14,133
3104
$651K ﹤0.01%
46,430
+2,927
3105
$651K ﹤0.01%
+3,626
3106
$651K ﹤0.01%
53,711
+1,659
3107
$650K ﹤0.01%
2,355
+767
3108
$650K ﹤0.01%
24,000
-24,272
3109
$649K ﹤0.01%
53,216
-3,381
3110
$649K ﹤0.01%
41,020
+185
3111
$648K ﹤0.01%
37,584
-6,318
3112
$648K ﹤0.01%
42,410
+31,476
3113
$646K ﹤0.01%
+14,276
3114
$646K ﹤0.01%
+24,073
3115
$646K ﹤0.01%
287
+15
3116
$645K ﹤0.01%
4,562
+1,435
3117
$644K ﹤0.01%
26,768
+17,310
3118
$644K ﹤0.01%
42,998
+5,388
3119
$643K ﹤0.01%
23,666
+12
3120
$642K ﹤0.01%
111,651
+18,369
3121
$642K ﹤0.01%
+8,954
3122
$641K ﹤0.01%
+32,456
3123
$639K ﹤0.01%
49,448
+15,314
3124
$638K ﹤0.01%
3,216
-10
3125
$637K ﹤0.01%
38,269
+26,189