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
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.56%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$286M 0.05%
6,863,577
+2,458,226
327
$285M 0.04%
2,453,168
+309,794
328
$284M 0.04%
5,204,502
-129,137
329
$283M 0.04%
1,404,929
+200,062
330
$282M 0.04%
8,729,135
+415,896
331
$280M 0.04%
8,262,203
+225,485
332
$279M 0.04%
4,627,035
-2,227,920
333
$278M 0.04%
3,166,950
-304,485
334
$278M 0.04%
6,403,456
+623,359
335
$276M 0.04%
567,898
-26,453
336
$275M 0.04%
9,023,252
-2,980,992
337
$273M 0.04%
5,105,399
+2,389,849
338
$271M 0.04%
2,356,574
-949,114
339
$271M 0.04%
789,280
+40,855
340
$269M 0.04%
4,391,859
-55,355
341
$269M 0.04%
635,014
+56,664
342
$268M 0.04%
1,694,831
+887,710
343
$268M 0.04%
987,499
+256,499
344
$266M 0.04%
8,996,340
-1,370,106
345
$266M 0.04%
1,030,042
+165,287
346
$264M 0.04%
3,008,275
-19,488
347
$264M 0.04%
4,646,310
+2,024,326
348
$263M 0.04%
249,464
-98,772
349
$263M 0.04%
4,634,183
+113,242
350
$262M 0.04%
81,955
-28,433