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
3351
$1.85M ﹤0.01%
36,710
-115
3352
$1.85M ﹤0.01%
79,486
3353
$1.85M ﹤0.01%
63,945
+11,083
3354
$1.84M ﹤0.01%
+45,000
3355
$1.84M ﹤0.01%
56,027
-20,231
3356
$1.84M ﹤0.01%
87,742
+16,616
3357
$1.83M ﹤0.01%
22,000
3358
$1.83M ﹤0.01%
140,791
-209,257
3359
$1.82M ﹤0.01%
25,368
-9,453
3360
$1.82M ﹤0.01%
11,888
+671
3361
$1.82M ﹤0.01%
119,323
-6,857
3362
$1.82M ﹤0.01%
+11,992
3363
$1.8M ﹤0.01%
180,381
-251,736
3364
$1.8M ﹤0.01%
200,437
+23,548
3365
$1.8M ﹤0.01%
98,221
+11,853
3366
$1.79M ﹤0.01%
47,803
-25,410
3367
$1.78M ﹤0.01%
61,419
+9,420
3368
$1.78M ﹤0.01%
67,147
-15,186
3369
$1.78M ﹤0.01%
+238,373
3370
$1.78M ﹤0.01%
177,171
-165,621
3371
$1.77M ﹤0.01%
420,307
+196,544
3372
$1.77M ﹤0.01%
21,892
+19,314
3373
$1.76M ﹤0.01%
174,953
-45,980
3374
$1.76M ﹤0.01%
126,048
-214,614
3375
$1.76M ﹤0.01%
61,354
+1,280