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
3101
$2.61M ﹤0.01%
190,266
+161,957
3102
$2.61M ﹤0.01%
485,364
+183,385
3103
$2.6M ﹤0.01%
+261,140
3104
$2.6M ﹤0.01%
+266,954
3105
$2.6M ﹤0.01%
11,208
-171,292
3106
$2.6M ﹤0.01%
+267,162
3107
$2.59M ﹤0.01%
49,271
-101,824
3108
$2.59M ﹤0.01%
13,458
+8,894
3109
$2.58M ﹤0.01%
+19,270
3110
$2.58M ﹤0.01%
48,289
+9,746
3111
$2.57M ﹤0.01%
63,905
-27,126
3112
$2.56M ﹤0.01%
+634
3113
$2.56M ﹤0.01%
+258,087
3114
$2.56M ﹤0.01%
+105,465
3115
$2.55M ﹤0.01%
107,943
+55,323
3116
$2.55M ﹤0.01%
35,035
+9,160
3117
$2.55M ﹤0.01%
96,151
-9,354
3118
$2.55M ﹤0.01%
49,546
-10,610
3119
$2.54M ﹤0.01%
349,582
+21,864
3120
$2.54M ﹤0.01%
51,429
+28,329
3121
$2.53M ﹤0.01%
36,833
+29,165
3122
$2.53M ﹤0.01%
+258,300
3123
$2.52M ﹤0.01%
+40,570
3124
$2.52M ﹤0.01%
+258,384
3125
$2.52M ﹤0.01%
67,825
+21,829