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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$382K ﹤0.01%
+10,298
3502
$380K ﹤0.01%
56,399
3503
$380K ﹤0.01%
+8,717
3504
$379K ﹤0.01%
+12,062
3505
$378K ﹤0.01%
325,680
+42,345
3506
$378K ﹤0.01%
21,391
-20,814
3507
$377K ﹤0.01%
22,793
-11,031
3508
$377K ﹤0.01%
13,673
-29,004
3509
$376K ﹤0.01%
16
-3
3510
$376K ﹤0.01%
26,589
-476
3511
$374K ﹤0.01%
29,159
+660
3512
$373K ﹤0.01%
42,727
+31,904
3513
$373K ﹤0.01%
23,350
-45,650
3514
$371K ﹤0.01%
17,485
-991
3515
$371K ﹤0.01%
+1,372
3516
$369K ﹤0.01%
5,923
+1,928
3517
$367K ﹤0.01%
8,564
-19,574
3518
$366K ﹤0.01%
29,907
+201
3519
$365K ﹤0.01%
6,869
+941
3520
$363K ﹤0.01%
3,163
+2,836
3521
$362K ﹤0.01%
78,516
+52,573
3522
$361K ﹤0.01%
92,942
+53,235
3523
$360K ﹤0.01%
26,922
+6,937
3524
$360K ﹤0.01%
11,436
-419
3525
$359K ﹤0.01%
1,272
-218