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
3576
$275K ﹤0.01%
49,259
-19,862
3577
$275K ﹤0.01%
12,045
-9,944
3578
$275K ﹤0.01%
5,727
-68,794
3579
$275K ﹤0.01%
25,913
+4,149
3580
$275K ﹤0.01%
7,523
-2,806
3581
$275K ﹤0.01%
18,792
+12,780
3582
$274K ﹤0.01%
31,371
+18,380
3583
$274K ﹤0.01%
60,010
+70
3584
$274K ﹤0.01%
+13,466
3585
$273K ﹤0.01%
21,820
+4,795
3586
$273K ﹤0.01%
+2,249
3587
$272K ﹤0.01%
+17,028
3588
$271K ﹤0.01%
18,204
-475,033
3589
$271K ﹤0.01%
17,721
-5,102
3590
$270K ﹤0.01%
12,492
-1,200
3591
$269K ﹤0.01%
19,059
-482
3592
$269K ﹤0.01%
22,426
-2,920
3593
$269K ﹤0.01%
+5,194
3594
$269K ﹤0.01%
97,293
+86,561
3595
$268K ﹤0.01%
+9,728
3596
$268K ﹤0.01%
68,098
-106
3597
$267K ﹤0.01%
39
-133
3598
$267K ﹤0.01%
5,345
-1,496
3599
$266K ﹤0.01%
4,084
+3,076
3600
$265K ﹤0.01%
14,096
-160