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
326
$177M 0.07%
7,606,667
+877,865
327
$177M 0.07%
3,756,903
+199,201
328
$176M 0.07%
2,637,344
-442,032
329
$176M 0.07%
3,156,220
+479,950
330
$175M 0.07%
4,920,972
-7,401,827
331
$174M 0.07%
4,318,785
+103,267
332
$173M 0.07%
1,136,552
+237,519
333
$173M 0.07%
4,601,659
-715,482
334
$173M 0.07%
3,101,918
-37,483
335
$172M 0.07%
7,437,760
+15,506
336
$172M 0.07%
1,174,563
-60,868
337
$172M 0.07%
12,479,349
-6,908,396
338
$172M 0.07%
8,325,220
-5,682,005
339
$172M 0.07%
5,076,687
-1,909,265
340
$171M 0.07%
2,403,581
-2,610,503
341
$171M 0.07%
1,000,222
+328,264
342
$169M 0.07%
1,449,196
+515,000
343
$169M 0.07%
15,887,699
-645,631
344
$168M 0.07%
1,210,034
-144,398
345
$168M 0.07%
5,447,919
+516,177
346
$168M 0.07%
5,112,608
+242,173
347
$168M 0.07%
1,211,396
+109,246
348
$167M 0.07%
3,697,397
-83,867
349
$167M 0.07%
1,892,258
-272,409
350
$167M 0.07%
2,098,680
+532,070