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
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$818M
2 +$727M
3 +$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$369M
5
MSFT icon
Microsoft
MSFT
+$362M

Top Sells

1 +$1.54B
2 +$1.11B
3 +$644M
4
NTAP icon
NetApp
NTAP
+$622M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$584M

Sector Composition

1 Financials 12.04%
2 Energy 10.45%
3 Technology 9.84%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$250K ﹤0.01%
33,467
3627
$250K ﹤0.01%
+51,275
3628
$250K ﹤0.01%
+16,424
3629
$250K ﹤0.01%
180,107
-3,345
3630
$250K ﹤0.01%
11,938
-98,799
3631
$249K ﹤0.01%
56,995
+12,167
3632
$248K ﹤0.01%
13,847
+117
3633
$247K ﹤0.01%
61,342
-29,728
3634
$247K ﹤0.01%
3,600
-11,780
3635
$246K ﹤0.01%
631
-197
3636
$246K ﹤0.01%
29,793
-6,304
3637
$246K ﹤0.01%
82,335
-120,220
3638
$244K ﹤0.01%
69,100
+3,101
3639
$244K ﹤0.01%
+17,513
3640
$243K ﹤0.01%
39,500
3641
$242K ﹤0.01%
+16,010
3642
$239K ﹤0.01%
3,995
-4,009
3643
$239K ﹤0.01%
+19,947
3644
$238K ﹤0.01%
+120,339
3645
$237K ﹤0.01%
+2,915
3646
$237K ﹤0.01%
69,083
-32,070
3647
$237K ﹤0.01%
58,554
+37,952
3648
$235K ﹤0.01%
18,042
-934
3649
$235K ﹤0.01%
+5,354
3650
$234K ﹤0.01%
10,011
-3,543