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
3326
$616K ﹤0.01%
+47,161
3327
$614K ﹤0.01%
+23,185
3328
$612K ﹤0.01%
+150,299
3329
$611K ﹤0.01%
2,344
-73
3330
$610K ﹤0.01%
18,723
+12,553
3331
$610K ﹤0.01%
24,466
-188,460
3332
$609K ﹤0.01%
121,847
+99,976
3333
$607K ﹤0.01%
+49,161
3334
$605K ﹤0.01%
31,220
-1,268
3335
$604K ﹤0.01%
75,807
+57,527
3336
$604K ﹤0.01%
29,472
+18,623
3337
$603K ﹤0.01%
91,521
-42,799
3338
$601K ﹤0.01%
72,922
+16,805
3339
$598K ﹤0.01%
+13,449
3340
$596K ﹤0.01%
71,333
+32,168
3341
$596K ﹤0.01%
72,886
-9,781
3342
$595K ﹤0.01%
+27,026
3343
$594K ﹤0.01%
48,526
+21,863
3344
$593K ﹤0.01%
96,991
-12,758
3345
$593K ﹤0.01%
252,409
-840,029
3346
$591K ﹤0.01%
15,975
+9,716
3347
$591K ﹤0.01%
19,220
+39
3348
$591K ﹤0.01%
9,016
+1,806
3349
$590K ﹤0.01%
3,842
-1,015
3350
$588K ﹤0.01%
12,058
+1