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
3401
$381K ﹤0.01%
56,498
-75,518
3402
$380K ﹤0.01%
26,218
+2,904
3403
$379K ﹤0.01%
25,063
-680,037
3404
$378K ﹤0.01%
33,729
+5,149
3405
$377K ﹤0.01%
5,827
-227
3406
$377K ﹤0.01%
+28,231
3407
$377K ﹤0.01%
17
-14
3408
$377K ﹤0.01%
36,170
-1,092
3409
$375K ﹤0.01%
36,305
-45,532
3410
$375K ﹤0.01%
13,243
-15,956
3411
$375K ﹤0.01%
39,341
+1,568
3412
$374K ﹤0.01%
28,112
-8,769
3413
$374K ﹤0.01%
30,657
+20,191
3414
$373K ﹤0.01%
11,012
-5,648
3415
$373K ﹤0.01%
11,671
-6,133
3416
$372K ﹤0.01%
26,262
-2,786
3417
$372K ﹤0.01%
20,614
-9,056
3418
$372K ﹤0.01%
36,993
+755
3419
$370K ﹤0.01%
4,464
-11,669
3420
$370K ﹤0.01%
22,121
+11,483
3421
$370K ﹤0.01%
38,529
-243,950
3422
$369K ﹤0.01%
+40,348
3423
$369K ﹤0.01%
11,521
+5,906
3424
$369K ﹤0.01%
23,931
-14,503
3425
$367K ﹤0.01%
158,054
+3,307