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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$1.97M ﹤0.01%
39,307
3327
$1.97M ﹤0.01%
166,063
+94,491
3328
$1.97M ﹤0.01%
396,006
-99,137
3329
$1.97M ﹤0.01%
+49,326
3330
$1.97M ﹤0.01%
308,444
-38,135
3331
$1.97M ﹤0.01%
39,161
+26,019
3332
$1.96M ﹤0.01%
18,210
+1,497
3333
$1.96M ﹤0.01%
179,293
-11,823
3334
$1.96M ﹤0.01%
399,278
+73,768
3335
$1.96M ﹤0.01%
+198,438
3336
$1.96M ﹤0.01%
178,392
+168,392
3337
$1.95M ﹤0.01%
+98,578
3338
$1.95M ﹤0.01%
+16,283
3339
$1.95M ﹤0.01%
18,592
-33,843
3340
$1.95M ﹤0.01%
+197,475
3341
$1.94M ﹤0.01%
+191,663
3342
$1.94M ﹤0.01%
15,015
+8,956
3343
$1.94M ﹤0.01%
+200,000
3344
$1.94M ﹤0.01%
160,383
+21,913
3345
$1.93M ﹤0.01%
+192,600
3346
$1.93M ﹤0.01%
81,142
+24,523
3347
$1.93M ﹤0.01%
28,637
-182,001
3348
$1.92M ﹤0.01%
60,359
+27,456
3349
$1.92M ﹤0.01%
231,805
+25,921
3350
$1.92M ﹤0.01%
152,362
-1,500