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
3151
$2.44M ﹤0.01%
+248,995
3152
$2.43M ﹤0.01%
66,006
+35,656
3153
$2.42M ﹤0.01%
+1,255
3154
$2.42M ﹤0.01%
+203,400
3155
$2.42M ﹤0.01%
135,219
-2,742
3156
$2.41M ﹤0.01%
17,874
+3,637
3157
$2.41M ﹤0.01%
140,316
-506,400
3158
$2.4M ﹤0.01%
146,699
+10,736
3159
$2.4M ﹤0.01%
399,740
-130,515
3160
$2.4M ﹤0.01%
36,614
+5,672
3161
$2.4M ﹤0.01%
27,430
-13,707
3162
$2.4M ﹤0.01%
87,513
-11,866
3163
$2.4M ﹤0.01%
45,001
3164
$2.4M ﹤0.01%
52,661
-115,908
3165
$2.4M ﹤0.01%
42,312
+4,640
3166
$2.39M ﹤0.01%
+239,187
3167
$2.39M ﹤0.01%
57,228
+11,028
3168
$2.39M ﹤0.01%
18,231
+11,491
3169
$2.39M ﹤0.01%
+240,124
3170
$2.39M ﹤0.01%
+121,019
3171
$2.38M ﹤0.01%
+109,620
3172
$2.38M ﹤0.01%
57,097
-139,888
3173
$2.38M ﹤0.01%
586,815
+65,140
3174
$2.38M ﹤0.01%
113,226
-44,321
3175
$2.37M ﹤0.01%
+240,467