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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$692K ﹤0.01%
18,841
-7,385
3277
$691K ﹤0.01%
32,760
-97,140
3278
$689K ﹤0.01%
102,006
-339
3279
$688K ﹤0.01%
22,645
-16,449
3280
$687K ﹤0.01%
+13,812
3281
$686K ﹤0.01%
23,420
-437
3282
$684K ﹤0.01%
73,174
-10,766
3283
$683K ﹤0.01%
33,761
+24,551
3284
$681K ﹤0.01%
13,839
3285
$680K ﹤0.01%
13,775
-40,953
3286
$676K ﹤0.01%
246,952
+158,074
3287
$675K ﹤0.01%
31,871
+5,491
3288
$674K ﹤0.01%
86,991
+66,601
3289
$674K ﹤0.01%
+10,984
3290
$668K ﹤0.01%
10
+9
3291
$665K ﹤0.01%
46,626
+9,740
3292
$665K ﹤0.01%
32,440
-12
3293
$662K ﹤0.01%
31,198
-2,467
3294
$659K ﹤0.01%
50,673
+3,345
3295
$655K ﹤0.01%
+26,167
3296
$653K ﹤0.01%
+69,104
3297
$652K ﹤0.01%
+29,816
3298
$651K ﹤0.01%
39,300
-2,573
3299
$650K ﹤0.01%
11,507
+4,086
3300
$648K ﹤0.01%
31,764
-425