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
3226
$533K ﹤0.01%
99,687
-102,436
3227
$530K ﹤0.01%
17,532
+2,486
3228
$530K ﹤0.01%
19,464
-340,798
3229
$529K ﹤0.01%
14,700
-3,900
3230
$526K ﹤0.01%
33,612
-8,333
3231
$525K ﹤0.01%
42,470
-1,054
3232
$525K ﹤0.01%
27,753
-2,101
3233
$524K ﹤0.01%
887
-345
3234
$521K ﹤0.01%
28,933
+14,402
3235
$520K ﹤0.01%
+45,099
3236
$517K ﹤0.01%
+34,147
3237
$516K ﹤0.01%
1,297
+6
3238
$514K ﹤0.01%
34,104
-2,688
3239
$514K ﹤0.01%
37,525
+1,490
3240
$512K ﹤0.01%
8,880
-72,628
3241
$511K ﹤0.01%
+24,856
3242
$511K ﹤0.01%
38,998
3243
$507K ﹤0.01%
13,779
+135
3244
$504K ﹤0.01%
+17,218
3245
$503K ﹤0.01%
83,293
+1,653
3246
$503K ﹤0.01%
67,023
+28,534
3247
$503K ﹤0.01%
48,656
-22,049
3248
$502K ﹤0.01%
+35,454
3249
$502K ﹤0.01%
83,736
+7,323
3250
$502K ﹤0.01%
23,160
-15,204