Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$677K ﹤0.01%
40,800
-400
3202
$676K ﹤0.01%
+55,379
3203
$675K ﹤0.01%
56,086
+19,295
3204
$675K ﹤0.01%
37,851
+21,294
3205
$675K ﹤0.01%
35,343
-32,547
3206
$674K ﹤0.01%
14,819
+10,929
3207
$671K ﹤0.01%
40,244
-22,288
3208
$668K ﹤0.01%
122,755
-19,862
3209
$666K ﹤0.01%
508,055
-39,962
3210
$665K ﹤0.01%
24,003
-12
3211
$663K ﹤0.01%
27,582
+7,173
3212
$659K ﹤0.01%
68,861
+12,864
3213
$656K ﹤0.01%
24,454
+12,456
3214
$654K ﹤0.01%
21,300
-24
3215
$653K ﹤0.01%
16,708
-994
3216
$652K ﹤0.01%
24,466
+7,886
3217
$650K ﹤0.01%
+43,015
3218
$649K ﹤0.01%
24,000
3219
$645K ﹤0.01%
18,087
+5,868
3220
$645K ﹤0.01%
37,423
-2,472
3221
$643K ﹤0.01%
51,967
+171
3222
$642K ﹤0.01%
8,315
-1,240
3223
$642K ﹤0.01%
28,282
+5,122
3224
$641K ﹤0.01%
50,310
+862
3225
$640K ﹤0.01%
+9,821