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
3326
$426K ﹤0.01%
144,871
-24,314
3327
$425K ﹤0.01%
+23,739
3328
$424K ﹤0.01%
730
-2,150
3329
$422K ﹤0.01%
95,982
-26,864
3330
$422K ﹤0.01%
+35,142
3331
$422K ﹤0.01%
36,412
+24,530
3332
$422K ﹤0.01%
+24,904
3333
$421K ﹤0.01%
29,281
-28,705
3334
$421K ﹤0.01%
6,359
+2,678
3335
$421K ﹤0.01%
34,739
+20,114
3336
$421K ﹤0.01%
282,416
-12,275
3337
$420K ﹤0.01%
+30,001
3338
$419K ﹤0.01%
14,075
+2,476
3339
$419K ﹤0.01%
22,666
+9,630
3340
$419K ﹤0.01%
113,946
+99,532
3341
$419K ﹤0.01%
+159,775
3342
$418K ﹤0.01%
+10,021
3343
$417K ﹤0.01%
10,560
-236
3344
$414K ﹤0.01%
53,726
+3,860
3345
$413K ﹤0.01%
11,394
3346
$413K ﹤0.01%
173
+101
3347
$412K ﹤0.01%
+36,354
3348
$412K ﹤0.01%
29,865
+5,410
3349
$410K ﹤0.01%
38,796
+14,243
3350
$410K ﹤0.01%
91,164
-6,787