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
3351
$410K ﹤0.01%
213,759
+150,738
3352
$409K ﹤0.01%
+11,804
3353
$409K ﹤0.01%
38,996
+3,452
3354
$408K ﹤0.01%
22,810
+5,313
3355
$407K ﹤0.01%
+14,591
3356
$407K ﹤0.01%
14,642
+6,228
3357
$406K ﹤0.01%
1,750,358
+1,106,228
3358
$405K ﹤0.01%
18,764
+8,540
3359
$405K ﹤0.01%
84,748
+51,152
3360
$405K ﹤0.01%
+13,442
3361
$404K ﹤0.01%
+2,143
3362
$404K ﹤0.01%
26,185
+7,621
3363
$403K ﹤0.01%
+15,806
3364
$403K ﹤0.01%
+35,160
3365
$403K ﹤0.01%
20,706
-107,578
3366
$402K ﹤0.01%
121,672
+90,831
3367
$401K ﹤0.01%
22,994
+9,138
3368
$400K ﹤0.01%
17,310
-44,343
3369
$400K ﹤0.01%
24,607
+14,552
3370
$399K ﹤0.01%
+15,031
3371
$399K ﹤0.01%
+19,908
3372
$399K ﹤0.01%
21,385
+4,473
3373
$398K ﹤0.01%
21,749
-15,863
3374
$396K ﹤0.01%
10,308
-5,416
3375
$396K ﹤0.01%
20,538
-3,309