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
3601
$1.42M ﹤0.01%
85,728
-43,662
3602
$1.41M ﹤0.01%
50,007
-14,137
3603
$1.41M ﹤0.01%
+74,030
3604
$1.41M ﹤0.01%
69,907
-93,243
3605
$1.41M ﹤0.01%
+142,518
3606
$1.41M ﹤0.01%
431,090
-285,913
3607
$1.4M ﹤0.01%
54,599
+44,029
3608
$1.4M ﹤0.01%
2,958
-4,024
3609
$1.4M ﹤0.01%
140,000
+80,000
3610
$1.4M ﹤0.01%
+137,837
3611
$1.4M ﹤0.01%
114,530
-45,055
3612
$1.4M ﹤0.01%
81,260
-83,868
3613
$1.4M ﹤0.01%
+143,500
3614
$1.4M ﹤0.01%
13,692
-1,739
3615
$1.4M ﹤0.01%
27,362
+7,324
3616
$1.39M ﹤0.01%
67,995
-9,471
3617
$1.39M ﹤0.01%
42,656
-40,767
3618
$1.39M ﹤0.01%
+138,324
3619
$1.39M ﹤0.01%
201,007
-21,127
3620
$1.39M ﹤0.01%
33,944
+1,525
3621
$1.38M ﹤0.01%
72,927
+29,660
3622
$1.38M ﹤0.01%
555
+291
3623
$1.38M ﹤0.01%
147,559
+64,980
3624
$1.38M ﹤0.01%
+142,166
3625
$1.38M ﹤0.01%
78,486
-4,068