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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$444K ﹤0.01%
39,632
+6,336
3302
$443K ﹤0.01%
133,542
+98,248
3303
$442K ﹤0.01%
1,600
+370
3304
$442K ﹤0.01%
3,990
+921
3305
$442K ﹤0.01%
16,397
-11,707
3306
$442K ﹤0.01%
33,298
+2,059
3307
$441K ﹤0.01%
78,927
+15,136
3308
$438K ﹤0.01%
23,075
-21,080
3309
$437K ﹤0.01%
+19,410
3310
$437K ﹤0.01%
12,715
-3,276
3311
$436K ﹤0.01%
67,349
+45,348
3312
$435K ﹤0.01%
38,687
-133,978
3313
$435K ﹤0.01%
27,010
+1,074
3314
$435K ﹤0.01%
61,804
+24,384
3315
$435K ﹤0.01%
13,521
-3,136
3316
$434K ﹤0.01%
55,870
-2,775
3317
$432K ﹤0.01%
33,615
+114
3318
$431K ﹤0.01%
5,021
+2,148
3319
$431K ﹤0.01%
4,436
-4,855
3320
$431K ﹤0.01%
74,247
+26,035
3321
$430K ﹤0.01%
16,338
3322
$430K ﹤0.01%
+25,420
3323
$428K ﹤0.01%
40,603
+17,046
3324
$426K ﹤0.01%
1,584
-243
3325
$426K ﹤0.01%
23,599
-12,724