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
3376
$1.86M ﹤0.01%
+186,702
3377
$1.86M ﹤0.01%
148,629
-184
3378
$1.86M ﹤0.01%
80,201
-51,082
3379
$1.86M ﹤0.01%
+31,586
3380
$1.85M ﹤0.01%
154,980
+21,948
3381
$1.85M ﹤0.01%
+186,775
3382
$1.85M ﹤0.01%
+93,700
3383
$1.85M ﹤0.01%
108,699
-36,431
3384
$1.85M ﹤0.01%
133,519
-119,087
3385
$1.85M ﹤0.01%
+185,499
3386
$1.85M ﹤0.01%
45,267
-22,720
3387
$1.84M ﹤0.01%
35,880
-42,120
3388
$1.84M ﹤0.01%
+185,000
3389
$1.84M ﹤0.01%
+188,307
3390
$1.84M ﹤0.01%
59,446
-29,579
3391
$1.84M ﹤0.01%
66,271
-3,482
3392
$1.84M ﹤0.01%
+181,721
3393
$1.83M ﹤0.01%
+109,228
3394
$1.83M ﹤0.01%
54,370
+27,705
3395
$1.83M ﹤0.01%
18,097
+16,720
3396
$1.83M ﹤0.01%
+184,707
3397
$1.82M ﹤0.01%
69,582
-232,698
3398
$1.82M ﹤0.01%
+102,910
3399
$1.82M ﹤0.01%
+9,198
3400
$1.81M ﹤0.01%
24,847
+12,809