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
$295B
AUM Growth
+$21.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,407
New
Increased
Reduced
Closed

Top Buys

1 +$597M
2 +$395M
3 +$368M
4
DIS icon
Walt Disney
DIS
+$319M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$305M

Top Sells

1 +$1.07B
2 +$881M
3 +$791M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$738M
5
SBUX icon
Starbucks
SBUX
+$538M

Sector Composition

1 Technology 13.76%
2 Financials 11.14%
3 Healthcare 10.18%
4 Consumer Discretionary 9.01%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$642K ﹤0.01%
90,589
-4,304
3402
$642K ﹤0.01%
87,837
-10,871
3403
$642K ﹤0.01%
40,743
-250
3404
$642K ﹤0.01%
174,397
3405
$641K ﹤0.01%
13,110
-1,787
3406
$639K ﹤0.01%
25,000
3407
$639K ﹤0.01%
22,634
-154,352
3408
$638K ﹤0.01%
12,168
+3,955
3409
$637K ﹤0.01%
14,792
-91,759
3410
$636K ﹤0.01%
156
+30
3411
$636K ﹤0.01%
22,238
+13,313
3412
$633K ﹤0.01%
7,112
-11,182
3413
$631K ﹤0.01%
41,542
-20,781
3414
$631K ﹤0.01%
+6,400
3415
$628K ﹤0.01%
19,088
-6,796
3416
$626K ﹤0.01%
+11,966
3417
$625K ﹤0.01%
+22,446
3418
$622K ﹤0.01%
34,260
-192
3419
$620K ﹤0.01%
+32,259
3420
$618K ﹤0.01%
19,774
-40,116
3421
$615K ﹤0.01%
47,809
+12,409
3422
$615K ﹤0.01%
36,950
-18,241
3423
$614K ﹤0.01%
80,425
+14,711
3424
$613K ﹤0.01%
19,521
+2,156
3425
$613K ﹤0.01%
5,308
+2,546