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
3226
$2.22M ﹤0.01%
128,879
+34,037
3227
$2.22M ﹤0.01%
326,568
+315,310
3228
$2.21M ﹤0.01%
355,520
-96,067
3229
$2.21M ﹤0.01%
50,000
+23,989
3230
$2.21M ﹤0.01%
176,102
+70,001
3231
$2.2M ﹤0.01%
85,717
-341,338
3232
$2.2M ﹤0.01%
91,767
+81,538
3233
$2.19M ﹤0.01%
216,998
+132,910
3234
$2.19M ﹤0.01%
241,481
+58,562
3235
$2.19M ﹤0.01%
27,421
-27,768
3236
$2.19M ﹤0.01%
165,670
+89,157
3237
$2.18M ﹤0.01%
74,186
-11,410
3238
$2.18M ﹤0.01%
+70,544
3239
$2.17M ﹤0.01%
48,314
+28,866
3240
$2.17M ﹤0.01%
159,102
+14,766
3241
$2.17M ﹤0.01%
+217,348
3242
$2.17M ﹤0.01%
258,813
-25,882
3243
$2.17M ﹤0.01%
70,510
+47,662
3244
$2.16M ﹤0.01%
80,600
3245
$2.15M ﹤0.01%
17,917
-1,473
3246
$2.15M ﹤0.01%
79,328
+37,906
3247
$2.15M ﹤0.01%
+219,729
3248
$2.14M ﹤0.01%
27,110
+14,980
3249
$2.14M ﹤0.01%
44,661
+1,058
3250
$2.14M ﹤0.01%
28,000