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
3426
$611K ﹤0.01%
60,953
+32,863
3427
$609K ﹤0.01%
61,301
+5,110
3428
$606K ﹤0.01%
24,298
-2,543
3429
$606K ﹤0.01%
21,645
+5,234
3430
$606K ﹤0.01%
47,390
-4,624
3431
$605K ﹤0.01%
163,018
+41,433
3432
$604K ﹤0.01%
189,211
-6,663
3433
$604K ﹤0.01%
62,598
+30,802
3434
$604K ﹤0.01%
41,773
-5,370
3435
$603K ﹤0.01%
95,878
+53,650
3436
$602K ﹤0.01%
+77,465
3437
$598K ﹤0.01%
+15,081
3438
$598K ﹤0.01%
+25,504
3439
$595K ﹤0.01%
20,604
-138,966
3440
$593K ﹤0.01%
+66,235
3441
$592K ﹤0.01%
61,187
+41,332
3442
$591K ﹤0.01%
32,127
+5,098
3443
$588K ﹤0.01%
47,916
-14,438
3444
$587K ﹤0.01%
28,398
+40
3445
$587K ﹤0.01%
21,308
-13,704
3446
$587K ﹤0.01%
9,494
+5,000
3447
$586K ﹤0.01%
23,770
+1,338
3448
$585K ﹤0.01%
41,539
+18,347
3449
$584K ﹤0.01%
20,571
+12,173
3450
$583K ﹤0.01%
17,213
+9,277