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
$219B
AUM Growth
-$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,974
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$469M
3 +$313M
4
KHC icon
Kraft Heinz
KHC
+$270M
5
DIS icon
Walt Disney
DIS
+$245M

Top Sells

1 +$1.22B
2 +$885M
3 +$757M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$557M
5
QCOM icon
Qualcomm
QCOM
+$432M

Sector Composition

1 Financials 11.46%
2 Healthcare 9.79%
3 Technology 9.6%
4 Consumer Discretionary 8.61%
5 Energy 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$250K ﹤0.01%
127,102
-222,204
3627
$249K ﹤0.01%
4,459
+147
3628
$248K ﹤0.01%
+11,169
3629
$248K ﹤0.01%
26,560
-8,672
3630
$248K ﹤0.01%
211,820
-90,792
3631
$247K ﹤0.01%
11,999
+3,198
3632
$247K ﹤0.01%
12,835
-12,802
3633
$247K ﹤0.01%
19,779
-312
3634
$246K ﹤0.01%
16,814
-2,318
3635
$245K ﹤0.01%
8,808
-793
3636
$245K ﹤0.01%
+9,027
3637
$245K ﹤0.01%
9,836
-18,804
3638
$245K ﹤0.01%
27,163
-69,148
3639
$245K ﹤0.01%
8,189
-18,717
3640
$245K ﹤0.01%
16,530
+4,763
3641
$244K ﹤0.01%
41,892
+8,226
3642
$243K ﹤0.01%
13,061
-5,633
3643
$243K ﹤0.01%
10,249
3644
$243K ﹤0.01%
6,520
-60,762
3645
$243K ﹤0.01%
23,420
-11,446
3646
$242K ﹤0.01%
46,466
-3,944
3647
$241K ﹤0.01%
6,180
-8,598
3648
$241K ﹤0.01%
103,825
-6,672
3649
$241K ﹤0.01%
169,698
+94,836
3650
$240K ﹤0.01%
24,758
-5,307