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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$309K ﹤0.01%
17,182
+6,393
3602
$309K ﹤0.01%
194,437
-2,287,726
3603
$308K ﹤0.01%
5,871
-4,723
3604
$308K ﹤0.01%
51,622
-20,841
3605
$307K ﹤0.01%
30,439
-8,443
3606
$306K ﹤0.01%
+8,582
3607
$306K ﹤0.01%
55,161
+36,801
3608
$304K ﹤0.01%
+18,542
3609
$304K ﹤0.01%
53,825
-32,739
3610
$303K ﹤0.01%
+12,510
3611
$301K ﹤0.01%
+165,000
3612
$300K ﹤0.01%
10,406
+2,403
3613
$299K ﹤0.01%
14,743
-14,505
3614
$298K ﹤0.01%
13,730
-9,958
3615
$298K ﹤0.01%
+5,110
3616
$298K ﹤0.01%
+3,863
3617
$298K ﹤0.01%
17,095
-1,088
3618
$297K ﹤0.01%
15,261
+849
3619
$297K ﹤0.01%
20,000
-5,135
3620
$297K ﹤0.01%
+14,562
3621
$297K ﹤0.01%
+7
3622
$297K ﹤0.01%
31,568
-3,258
3623
$296K ﹤0.01%
29,697
-13,580
3624
$295K ﹤0.01%
17,407
-9,869
3625
$295K ﹤0.01%
4,457
+3,388