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
3251
$2.13M ﹤0.01%
502,111
+7,429
3252
$2.12M ﹤0.01%
+216,333
3253
$2.12M ﹤0.01%
+65,263
3254
$2.12M ﹤0.01%
+219,129
3255
$2.12M ﹤0.01%
46,991
+39,109
3256
$2.11M ﹤0.01%
37,785
-20,929
3257
$2.11M ﹤0.01%
48,673
+3,278
3258
$2.11M ﹤0.01%
41,870
-45,429
3259
$2.11M ﹤0.01%
+212,898
3260
$2.1M ﹤0.01%
216,294
+121,294
3261
$2.1M ﹤0.01%
+32,595
3262
$2.1M ﹤0.01%
107,425
-77,771
3263
$2.1M ﹤0.01%
+54,991
3264
$2.09M ﹤0.01%
85,896
+57,199
3265
$2.09M ﹤0.01%
44,325
+7,019
3266
$2.09M ﹤0.01%
100,000
3267
$2.09M ﹤0.01%
129,616
+4,573
3268
$2.08M ﹤0.01%
+212,967
3269
$2.08M ﹤0.01%
202,611
+132,653
3270
$2.08M ﹤0.01%
26,156
+15,668
3271
$2.08M ﹤0.01%
50,000
-93,599
3272
$2.08M ﹤0.01%
57,192
+10,167
3273
$2.08M ﹤0.01%
75,260
+26,196
3274
$2.07M ﹤0.01%
+8,455
3275
$2.07M ﹤0.01%
132,647
-60,360