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
3301
$646K ﹤0.01%
7,809
+4,435
3302
$646K ﹤0.01%
47,633
-201,544
3303
$643K ﹤0.01%
12,467
-288
3304
$643K ﹤0.01%
15,602
-488
3305
$641K ﹤0.01%
3,733
-1,065
3306
$639K ﹤0.01%
35,772
-11,874
3307
$639K ﹤0.01%
+69,147
3308
$638K ﹤0.01%
9,771
+2,588
3309
$638K ﹤0.01%
49,844
+33,848
3310
$637K ﹤0.01%
18,168
-513
3311
$636K ﹤0.01%
87,670
+40,874
3312
$635K ﹤0.01%
+19,458
3313
$635K ﹤0.01%
23,306
+22,796
3314
$633K ﹤0.01%
35,566
-2,796
3315
$632K ﹤0.01%
127,880
+115,462
3316
$632K ﹤0.01%
217,153
-94,601
3317
$628K ﹤0.01%
93,893
+77,757
3318
$627K ﹤0.01%
+8,826
3319
$626K ﹤0.01%
280,868
+264,145
3320
$626K ﹤0.01%
70,866
+25,484
3321
$625K ﹤0.01%
55,657
-31,735
3322
$625K ﹤0.01%
+10,920
3323
$624K ﹤0.01%
97,561
+1,390
3324
$623K ﹤0.01%
11,996
-16,674
3325
$619K ﹤0.01%
6,704
-28,899