Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
2 Energy 10.45%
3 Technology 9.84%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$300K ﹤0.01%
69,586
-134,279
3527
$299K ﹤0.01%
+21,344
3528
$299K ﹤0.01%
14,080
-392
3529
$299K ﹤0.01%
40,194
+2,357
3530
$298K ﹤0.01%
+15,690
3531
$297K ﹤0.01%
4,394
+2,010
3532
$296K ﹤0.01%
59,152
-32
3533
$294K ﹤0.01%
1,663
-29,548
3534
$292K ﹤0.01%
91,077
+58,499
3535
$292K ﹤0.01%
+21,954
3536
$292K ﹤0.01%
36,206
+14,135
3537
$292K ﹤0.01%
7,515
-14,800
3538
$291K ﹤0.01%
+10,951
3539
$291K ﹤0.01%
61,687
-17,178
3540
$290K ﹤0.01%
56,246
-8,602
3541
$290K ﹤0.01%
50,686
-3,778
3542
$290K ﹤0.01%
+10,672
3543
$288K ﹤0.01%
+10,928
3544
$287K ﹤0.01%
17,157
-3
3545
$285K ﹤0.01%
+11,472
3546
$285K ﹤0.01%
11,405
-2,315
3547
$285K ﹤0.01%
54,373
+8,348
3548
$284K ﹤0.01%
33,394
+9,840
3549
$284K ﹤0.01%
17,526
-9,385
3550
$283K ﹤0.01%
27,503
-70,784