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
3201
$2.3M ﹤0.01%
113,179
+101,207
3202
$2.3M ﹤0.01%
+26,320
3203
$2.3M ﹤0.01%
220,293
+210,293
3204
$2.3M ﹤0.01%
40,708
-82,469
3205
$2.3M ﹤0.01%
+239,165
3206
$2.29M ﹤0.01%
152,305
-119,399
3207
$2.27M ﹤0.01%
66,551
+5,892
3208
$2.27M ﹤0.01%
59,241
-4,685
3209
$2.27M ﹤0.01%
138,922
+126,948
3210
$2.26M ﹤0.01%
135,414
+53,087
3211
$2.26M ﹤0.01%
+227,113
3212
$2.26M ﹤0.01%
127,918
-25,957
3213
$2.25M ﹤0.01%
70,856
+27,747
3214
$2.25M ﹤0.01%
769
-268
3215
$2.25M ﹤0.01%
48,755
-43,752
3216
$2.25M ﹤0.01%
33,099
+28,099
3217
$2.25M ﹤0.01%
63,879
+3,229
3218
$2.25M ﹤0.01%
51,809
-172,174
3219
$2.24M ﹤0.01%
37,987
+18,186
3220
$2.24M ﹤0.01%
161,405
+19,013
3221
$2.24M ﹤0.01%
156,964
+107,724
3222
$2.23M ﹤0.01%
95,676
+32,358
3223
$2.23M ﹤0.01%
26,256
3224
$2.23M ﹤0.01%
564,120
-1,008,635
3225
$2.22M ﹤0.01%
+14,904