Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
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 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
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
3251
$498K ﹤0.01%
+11,449
3252
$497K ﹤0.01%
54,853
-783
3253
$495K ﹤0.01%
55,997
+23,540
3254
$494K ﹤0.01%
338,122
+1,024
3255
$492K ﹤0.01%
23,036
+5,312
3256
$492K ﹤0.01%
101,926
-13,145
3257
$492K ﹤0.01%
88,261
+1,615
3258
$491K ﹤0.01%
+20,917
3259
$490K ﹤0.01%
+110,291
3260
$490K ﹤0.01%
22,912
+11,850
3261
$490K ﹤0.01%
30,174
-1,213
3262
$489K ﹤0.01%
+22,260
3263
$487K ﹤0.01%
+15,302
3264
$486K ﹤0.01%
41,349
-19,833
3265
$486K ﹤0.01%
33,328
+8,348
3266
$486K ﹤0.01%
53,302
+2,058
3267
$485K ﹤0.01%
47,180
+422
3268
$483K ﹤0.01%
+28,683
3269
$481K ﹤0.01%
6,071
-812
3270
$481K ﹤0.01%
19,664
-329,795
3271
$480K ﹤0.01%
5,984
-68,486
3272
$480K ﹤0.01%
36,870
+9,433
3273
$480K ﹤0.01%
113,581
+64,905
3274
$479K ﹤0.01%
75,847
-8,219
3275
$478K ﹤0.01%
20,115
+1,151