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
3126
$637K ﹤0.01%
42,698
-983,077
3127
$636K ﹤0.01%
101,630
+59,600
3128
$636K ﹤0.01%
64,150
-172,929
3129
$636K ﹤0.01%
19
-320
3130
$633K ﹤0.01%
47,446
+8,229
3131
$630K ﹤0.01%
60,209
+38,726
3132
$628K ﹤0.01%
36,429
-217
3133
$625K ﹤0.01%
+17,769
3134
$624K ﹤0.01%
6,716
-2,781
3135
$623K ﹤0.01%
26,156
+8,756
3136
$622K ﹤0.01%
+46,084
3137
$622K ﹤0.01%
41,200
+12,430
3138
$622K ﹤0.01%
26,637
-15,274
3139
$620K ﹤0.01%
+96,670
3140
$617K ﹤0.01%
27,260
+3,257
3141
$617K ﹤0.01%
37,262
-373
3142
$615K ﹤0.01%
+85,241
3143
$615K ﹤0.01%
20,619
+1,019
3144
$611K ﹤0.01%
18,984
-1,578
3145
$610K ﹤0.01%
+37,779
3146
$608K ﹤0.01%
+47,284
3147
$604K ﹤0.01%
34,597
-6,206
3148
$603K ﹤0.01%
22,993
+3,837
3149
$601K ﹤0.01%
66,343
-5,925
3150
$600K ﹤0.01%
84,262
-16,173