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
3501
$317K ﹤0.01%
+13,825
3502
$316K ﹤0.01%
13,790
3503
$315K ﹤0.01%
+87,610
3504
$315K ﹤0.01%
32,736
-14,753
3505
$315K ﹤0.01%
57,443
-87,048
3506
$313K ﹤0.01%
297,915
+275,007
3507
$313K ﹤0.01%
51,437
+4,440
3508
$312K ﹤0.01%
20,859
-13,524
3509
$311K ﹤0.01%
16,269
-18,349
3510
$311K ﹤0.01%
29,875
+17,821
3511
$311K ﹤0.01%
14,481
-25
3512
$311K ﹤0.01%
50,596
+1,403
3513
$309K ﹤0.01%
+8,159
3514
$308K ﹤0.01%
12,375
-30,709
3515
$308K ﹤0.01%
6,707
+1,609
3516
$308K ﹤0.01%
26,348
+6,908
3517
$308K ﹤0.01%
35,082
-101,791
3518
$307K ﹤0.01%
52,773
-164,452
3519
$307K ﹤0.01%
+75,020
3520
$305K ﹤0.01%
84,364
+68,986
3521
$301K ﹤0.01%
4,565
-133,982
3522
$301K ﹤0.01%
27,919
+14,821
3523
$301K ﹤0.01%
105,498
-60,272
3524
$301K ﹤0.01%
13,300
-1,666
3525
$300K ﹤0.01%
34,001
+443