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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$1.6M ﹤0.01%
34,918
+11,091
3502
$1.6M ﹤0.01%
+160,274
3503
$1.6M ﹤0.01%
19,302
+4,326
3504
$1.6M ﹤0.01%
+161,695
3505
$1.59M ﹤0.01%
203,318
+85,495
3506
$1.59M ﹤0.01%
+13,967
3507
$1.59M ﹤0.01%
102,513
+57,794
3508
$1.59M ﹤0.01%
9,587
+864
3509
$1.59M ﹤0.01%
159,300
+80,300
3510
$1.59M ﹤0.01%
21,819
-17,199
3511
$1.58M ﹤0.01%
116,638
-1,509,237
3512
$1.58M ﹤0.01%
222,309
+70,426
3513
$1.58M ﹤0.01%
+10,745
3514
$1.58M ﹤0.01%
92,865
+66,542
3515
$1.58M ﹤0.01%
150,016
+31,070
3516
$1.58M ﹤0.01%
+159,524
3517
$1.57M ﹤0.01%
153,164
+44,218
3518
$1.57M ﹤0.01%
+5,235
3519
$1.57M ﹤0.01%
347,223
-158,025
3520
$1.57M ﹤0.01%
44,923
-29,591
3521
$1.57M ﹤0.01%
+157,699
3522
$1.57M ﹤0.01%
19,593
+13,138
3523
$1.56M ﹤0.01%
113,827
+21,716
3524
$1.56M ﹤0.01%
9,995
3525
$1.56M ﹤0.01%
+159,210