Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
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 +$815M
2 +$725M
3 +$365M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359M
5
MSFT icon
Microsoft
MSFT
+$358M

Top Sells

1 +$1.5B
2 +$1.15B
3 +$660M
4
NTAP icon
NetApp
NTAP
+$607M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$560M

Sector Composition

1 Financials 11.89%
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%
+16,424
3627
$250K ﹤0.01%
180,107
-3,345
3628
$250K ﹤0.01%
11,938
-98,799
3629
$249K ﹤0.01%
56,995
+12,167
3630
$248K ﹤0.01%
13,847
+117
3631
$247K ﹤0.01%
61,342
-29,728
3632
$247K ﹤0.01%
3,600
-11,780
3633
$246K ﹤0.01%
631
-197
3634
$246K ﹤0.01%
29,793
-6,304
3635
$246K ﹤0.01%
82,335
-120,220
3636
$244K ﹤0.01%
69,100
+3,101
3637
$244K ﹤0.01%
+17,513
3638
$243K ﹤0.01%
39,500
3639
$242K ﹤0.01%
+16,010
3640
$239K ﹤0.01%
3,995
-4,009
3641
$239K ﹤0.01%
+19,947
3642
$238K ﹤0.01%
+120,339
3643
$237K ﹤0.01%
+2,915
3644
$237K ﹤0.01%
69,083
-32,070
3645
$237K ﹤0.01%
58,554
+37,952
3646
$235K ﹤0.01%
+5,354
3647
$235K ﹤0.01%
18,042
-934
3648
$234K ﹤0.01%
10,011
-3,543
3649
$234K ﹤0.01%
10,504
+408
3650
$234K ﹤0.01%
5,192
+1,335