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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$316K ﹤0.01%
13,266
-6,678
3602
$316K ﹤0.01%
17,584
-16,082
3603
$315K ﹤0.01%
+21,561
3604
$315K ﹤0.01%
16,322
-1,747
3605
$313K ﹤0.01%
+8,923
3606
$312K ﹤0.01%
+9,201
3607
$312K ﹤0.01%
+11,006
3608
$311K ﹤0.01%
+7,437
3609
$311K ﹤0.01%
106,796
+70,737
3610
$310K ﹤0.01%
28,921
-102,497
3611
$309K ﹤0.01%
+78,216
3612
$307K ﹤0.01%
+19,743
3613
$307K ﹤0.01%
26,217
-4,601
3614
$306K ﹤0.01%
2,946
+923
3615
$306K ﹤0.01%
9,320
-9,453
3616
$305K ﹤0.01%
+11,550
3617
$305K ﹤0.01%
68,847
-141,521
3618
$303K ﹤0.01%
64,438
+11,825
3619
$303K ﹤0.01%
106,569
-398,964
3620
$301K ﹤0.01%
2,067
-1,860
3621
$301K ﹤0.01%
10,937
-5,740
3622
$298K ﹤0.01%
5,958
-3,162
3623
$298K ﹤0.01%
+15,951
3624
$297K ﹤0.01%
2,026
-451
3625
$296K ﹤0.01%
11,099
-6,336