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
3526
$1.56M ﹤0.01%
84,320
+34,141
3527
$1.56M ﹤0.01%
314,844
+83,315
3528
$1.56M ﹤0.01%
+121,466
3529
$1.56M ﹤0.01%
+49,309
3530
$1.55M ﹤0.01%
160,837
+4,484
3531
$1.55M ﹤0.01%
151,311
+115,764
3532
$1.55M ﹤0.01%
116,088
+21,538
3533
$1.55M ﹤0.01%
80,645
-209,519
3534
$1.54M ﹤0.01%
16,876
+5,385
3535
$1.54M ﹤0.01%
56,836
-231,162
3536
$1.54M ﹤0.01%
+155,593
3537
$1.54M ﹤0.01%
61,503
+42,203
3538
$1.53M ﹤0.01%
34,048
+5,415
3539
$1.53M ﹤0.01%
144,435
-103,150
3540
$1.53M ﹤0.01%
33,098
-36,480
3541
$1.53M ﹤0.01%
+150,000
3542
$1.53M ﹤0.01%
77,596
+65,903
3543
$1.53M ﹤0.01%
118,959
-82,114
3544
$1.52M ﹤0.01%
+157,700
3545
$1.52M ﹤0.01%
+177,213
3546
$1.52M ﹤0.01%
8,193
-13,804
3547
$1.51M ﹤0.01%
106,317
+44,933
3548
$1.51M ﹤0.01%
+110,136
3549
$1.51M ﹤0.01%
+150,000
3550
$1.51M ﹤0.01%
3,806
-7,608