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
3626
$296K ﹤0.01%
42,013
+19,492
3627
$295K ﹤0.01%
+5,350
3628
$295K ﹤0.01%
100,116
+61,116
3629
$294K ﹤0.01%
4,275
3630
$294K ﹤0.01%
31,699
-164,194
3631
$292K ﹤0.01%
12,902
-25,580
3632
$292K ﹤0.01%
62,313
+36,756
3633
$289K ﹤0.01%
9,969
-29,737
3634
$289K ﹤0.01%
441
+141
3635
$289K ﹤0.01%
12,212
-3,513
3636
$287K ﹤0.01%
131,592
+65,146
3637
$285K ﹤0.01%
+1,743
3638
$285K ﹤0.01%
15,004
-13,239
3639
$282K ﹤0.01%
14,914
+2,843
3640
$282K ﹤0.01%
14,970
+1,288
3641
$281K ﹤0.01%
43,124
+8,157
3642
$281K ﹤0.01%
64,531
-64,622
3643
$281K ﹤0.01%
9,428
-18,246
3644
$280K ﹤0.01%
+619
3645
$277K ﹤0.01%
+7,484
3646
$277K ﹤0.01%
21,146
-7,347
3647
$275K ﹤0.01%
33,135
-2,506
3648
$272K ﹤0.01%
30,752
-6,793
3649
$271K ﹤0.01%
460
-177
3650
$271K ﹤0.01%
123,511
-5,959