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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$559K ﹤0.01%
175,269
+144,338
3177
$557K ﹤0.01%
37,423
+5,699
3178
$557K ﹤0.01%
958,415
+319,433
3179
$550K ﹤0.01%
+22,990
3180
$550K ﹤0.01%
19,255
-4,314
3181
$550K ﹤0.01%
39,057
-363,400
3182
$550K ﹤0.01%
56,220
+3,480
3183
$550K ﹤0.01%
366,556
+294,279
3184
$548K ﹤0.01%
36,534
+8,255
3185
$548K ﹤0.01%
19,393
+7,806
3186
$548K ﹤0.01%
33,346
-45,307
3187
$548K ﹤0.01%
94,626
+26,184
3188
$547K ﹤0.01%
+53,600
3189
$545K ﹤0.01%
10,781
-399
3190
$545K ﹤0.01%
67,266
+57,818
3191
$544K ﹤0.01%
13,738
-5,310
3192
$543K ﹤0.01%
36,762
+10,524
3193
$542K ﹤0.01%
30,157
+13,525
3194
$541K ﹤0.01%
18,935
-998
3195
$541K ﹤0.01%
32,654
+17,763
3196
$539K ﹤0.01%
+27
3197
$539K ﹤0.01%
27,116
-80,221
3198
$539K ﹤0.01%
18,709
-47
3199
$538K ﹤0.01%
151,568
+2,357
3200
$536K ﹤0.01%
9,404
-19,942