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
$342B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,007
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.87B
3 +$1.03B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$747M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$730M

Top Sells

1 +$930M
2 +$598M
3 +$524M
4
TSM icon
TSMC
TSM
+$363M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$357M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.92%
3 Financials 10.43%
4 Consumer Discretionary 9.12%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$1.92M ﹤0.01%
316,246
-136,876
3327
$1.91M ﹤0.01%
140,897
-22,155
3328
$1.91M ﹤0.01%
74,110
3329
$1.91M ﹤0.01%
23,842
3330
$1.91M ﹤0.01%
83,669
+8,616
3331
$1.91M ﹤0.01%
196,419
3332
$1.91M ﹤0.01%
30,704
+14,643
3333
$1.9M ﹤0.01%
314,802
+9,186
3334
$1.9M ﹤0.01%
179,062
-10,148
3335
$1.9M ﹤0.01%
15,405
3336
$1.9M ﹤0.01%
131,782
+6,351
3337
$1.89M ﹤0.01%
34,215
+120
3338
$1.89M ﹤0.01%
199,530
-74,310
3339
$1.88M ﹤0.01%
826,564
+625,118
3340
$1.87M ﹤0.01%
+44,232
3341
$1.87M ﹤0.01%
43,803
+23,970
3342
$1.86M ﹤0.01%
43,648
3343
$1.86M ﹤0.01%
103,067
-14,191
3344
$1.86M ﹤0.01%
131,934
-56,373
3345
$1.86M ﹤0.01%
108,728
+10,018
3346
$1.86M ﹤0.01%
53,434
-337,647
3347
$1.86M ﹤0.01%
276,618
+57,716
3348
$1.86M ﹤0.01%
59,053
+12,922
3349
$1.86M ﹤0.01%
88,061
+2,267
3350
$1.85M ﹤0.01%
185,857
-108,918