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
3126
$636K ﹤0.01%
64,150
-172,929
3127
$636K ﹤0.01%
19
-320
3128
$633K ﹤0.01%
47,446
+8,229
3129
$630K ﹤0.01%
60,209
+38,726
3130
$628K ﹤0.01%
36,429
-217
3131
$625K ﹤0.01%
+17,769
3132
$624K ﹤0.01%
6,716
-2,781
3133
$623K ﹤0.01%
26,156
+8,756
3134
$622K ﹤0.01%
+46,084
3135
$622K ﹤0.01%
41,200
+12,430
3136
$622K ﹤0.01%
26,637
-15,274
3137
$620K ﹤0.01%
+96,670
3138
$617K ﹤0.01%
27,260
+3,257
3139
$617K ﹤0.01%
37,262
-373
3140
$615K ﹤0.01%
+85,241
3141
$615K ﹤0.01%
20,619
+1,019
3142
$611K ﹤0.01%
18,984
-1,578
3143
$610K ﹤0.01%
+37,779
3144
$608K ﹤0.01%
+47,284
3145
$604K ﹤0.01%
34,597
-6,206
3146
$603K ﹤0.01%
22,993
+3,837
3147
$601K ﹤0.01%
66,343
-5,925
3148
$600K ﹤0.01%
84,262
-16,173
3149
$600K ﹤0.01%
+45,859
3150
$600K ﹤0.01%
27,166
+5,694