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
3551
$286K ﹤0.01%
54,776
+15,377
3552
$285K ﹤0.01%
58,030
+42,002
3553
$284K ﹤0.01%
21,615
+163
3554
$284K ﹤0.01%
95,576
+62,894
3555
$284K ﹤0.01%
18,839
+7,658
3556
$283K ﹤0.01%
+19,372
3557
$283K ﹤0.01%
29,083
+10,493
3558
$282K ﹤0.01%
8,016
+132
3559
$282K ﹤0.01%
16,917
-1,085
3560
$282K ﹤0.01%
14,171
+946
3561
$280K ﹤0.01%
11,520
+1,595
3562
$280K ﹤0.01%
+10,824
3563
$280K ﹤0.01%
+55,587
3564
$279K ﹤0.01%
11,852
-6,054
3565
$279K ﹤0.01%
12,693
+1,555
3566
$279K ﹤0.01%
+13,256
3567
$279K ﹤0.01%
33,385
-29,780
3568
$279K ﹤0.01%
75,247
-288,923
3569
$279K ﹤0.01%
19,859
+2,840
3570
$278K ﹤0.01%
+16,463
3571
$277K ﹤0.01%
2,751
+2,035
3572
$277K ﹤0.01%
+37,584
3573
$277K ﹤0.01%
10,284
-3,907
3574
$276K ﹤0.01%
22,083
+11,484
3575
$276K ﹤0.01%
21,352
+2,104