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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$947K ﹤0.01%
81,884
+46,114
3152
$945K ﹤0.01%
21,188
-1,140
3153
$944K ﹤0.01%
80,950
+16,056
3154
$944K ﹤0.01%
+57,719
3155
$943K ﹤0.01%
30,309
+7,724
3156
$942K ﹤0.01%
47,382
-24,861
3157
$942K ﹤0.01%
22,429
+9,012
3158
$939K ﹤0.01%
42,695
+22,212
3159
$938K ﹤0.01%
49,930
+19,522
3160
$935K ﹤0.01%
79,219
-1,073
3161
$932K ﹤0.01%
+33,888
3162
$931K ﹤0.01%
36,139
+20,782
3163
$930K ﹤0.01%
86,120
+15,830
3164
$930K ﹤0.01%
36,100
+6,378
3165
$927K ﹤0.01%
+52,843
3166
$924K ﹤0.01%
+211,429
3167
$921K ﹤0.01%
11,343
-212
3168
$919K ﹤0.01%
53,600
3169
$918K ﹤0.01%
112
+97
3170
$918K ﹤0.01%
30,490
-22,757
3171
$918K ﹤0.01%
318,580
+299,587
3172
$918K ﹤0.01%
96,575
+6,471
3173
$913K ﹤0.01%
133,222
+30,960
3174
$912K ﹤0.01%
121,413
+33,119
3175
$905K ﹤0.01%
20,303
-301