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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$515K ﹤0.01%
98,122
+325
3227
$512K ﹤0.01%
35,872
+23,959
3228
$512K ﹤0.01%
51,669
-94,830
3229
$511K ﹤0.01%
8,748
-30
3230
$510K ﹤0.01%
62,324
+44,702
3231
$507K ﹤0.01%
149,053
+137,005
3232
$506K ﹤0.01%
4,420
+290
3233
$505K ﹤0.01%
41,846
+14,901
3234
$504K ﹤0.01%
29,660
-13,306
3235
$503K ﹤0.01%
81,200
+17,133
3236
$502K ﹤0.01%
17,820
-13,174
3237
$499K ﹤0.01%
56,682
+15,632
3238
$499K ﹤0.01%
30,213
+13,163
3239
$498K ﹤0.01%
27,149
-866,983
3240
$498K ﹤0.01%
19,868
+5,410
3241
$498K ﹤0.01%
239,147
+26,053
3242
$497K ﹤0.01%
156,294
+11,846
3243
$497K ﹤0.01%
1,870
+221
3244
$495K ﹤0.01%
19,723
3245
$495K ﹤0.01%
13,307
+1,732
3246
$492K ﹤0.01%
74,515
-57,355
3247
$488K ﹤0.01%
25,593
+9,839
3248
$486K ﹤0.01%
1,438
-567
3249
$485K ﹤0.01%
69,023
+56,265
3250
$483K ﹤0.01%
7,042
+2,031