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
3201
$556K ﹤0.01%
4,438
-1,936
3202
$555K ﹤0.01%
1,361
-13,563
3203
$554K ﹤0.01%
+54,361
3204
$554K ﹤0.01%
29,248
-753
3205
$551K ﹤0.01%
17,352
+2,245
3206
$551K ﹤0.01%
+5,571
3207
$549K ﹤0.01%
23,688
+1,715
3208
$548K ﹤0.01%
+12,025
3209
$548K ﹤0.01%
48,766
+30,572
3210
$547K ﹤0.01%
325,533
+15,297
3211
$547K ﹤0.01%
188,076
+165,054
3212
$545K ﹤0.01%
44,889
-57,410
3213
$545K ﹤0.01%
10,802
-3,682
3214
$543K ﹤0.01%
90,208
-46,645
3215
$542K ﹤0.01%
+57,353
3216
$541K ﹤0.01%
283,335
+175,441
3217
$538K ﹤0.01%
19,048
-11,036
3218
$538K ﹤0.01%
21,000
-400
3219
$536K ﹤0.01%
62,657
-2,612
3220
$534K ﹤0.01%
77,303
-10,048
3221
$533K ﹤0.01%
56,868
-12,288
3222
$533K ﹤0.01%
44,416
+15,064
3223
$533K ﹤0.01%
+40,843
3224
$533K ﹤0.01%
99,687
-102,436
3225
$530K ﹤0.01%
17,532
+2,486