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
3201
$558K ﹤0.01%
+44,605
3202
$557K ﹤0.01%
68,289
-2,573
3203
$556K ﹤0.01%
4,438
-1,936
3204
$555K ﹤0.01%
1,361
-13,563
3205
$554K ﹤0.01%
+54,361
3206
$554K ﹤0.01%
29,248
-753
3207
$551K ﹤0.01%
17,352
+2,245
3208
$551K ﹤0.01%
+5,571
3209
$549K ﹤0.01%
23,688
+1,715
3210
$548K ﹤0.01%
+12,025
3211
$548K ﹤0.01%
48,766
+30,572
3212
$547K ﹤0.01%
325,533
+15,297
3213
$547K ﹤0.01%
188,076
+165,054
3214
$545K ﹤0.01%
44,889
-57,410
3215
$545K ﹤0.01%
10,802
-3,682
3216
$543K ﹤0.01%
90,208
-46,645
3217
$542K ﹤0.01%
+57,353
3218
$541K ﹤0.01%
283,335
+175,441
3219
$538K ﹤0.01%
19,048
-11,036
3220
$538K ﹤0.01%
21,000
-400
3221
$536K ﹤0.01%
62,657
-2,612
3222
$534K ﹤0.01%
77,303
-10,048
3223
$533K ﹤0.01%
56,868
-12,288
3224
$533K ﹤0.01%
44,416
+15,064
3225
$533K ﹤0.01%
+40,843