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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$555K ﹤0.01%
+35,050
3302
$552K ﹤0.01%
49,390
+21,887
3303
$551K ﹤0.01%
44,605
3304
$549K ﹤0.01%
3,334
+1,671
3305
$548K ﹤0.01%
20,196
-23,960
3306
$547K ﹤0.01%
+29,135
3307
$543K ﹤0.01%
46,075
+12,230
3308
$542K ﹤0.01%
38,063
-15,648
3309
$541K ﹤0.01%
18,264
+7,313
3310
$540K ﹤0.01%
17,361
-668,526
3311
$537K ﹤0.01%
21,865
-1,357
3312
$537K ﹤0.01%
20,612
-26,661
3313
$536K ﹤0.01%
18,214
+2,980
3314
$536K ﹤0.01%
+5,383
3315
$536K ﹤0.01%
31,942
+22,014
3316
$533K ﹤0.01%
21,920
+89
3317
$533K ﹤0.01%
61,240
+12,420
3318
$532K ﹤0.01%
+5,170
3319
$530K ﹤0.01%
88,578
+53,641
3320
$529K ﹤0.01%
41,043
+200
3321
$527K ﹤0.01%
18,493
-15,829
3322
$526K ﹤0.01%
+94,715
3323
$525K ﹤0.01%
12,204
-3,098
3324
$523K ﹤0.01%
25,303
-4,773
3325
$522K ﹤0.01%
+54,865