Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $699B
1-Year Est. Return 28.36%
 

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
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295B
AUM Growth
+$21.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,407
New
Increased
Reduced
Closed

Top Buys

1 +$597M
2 +$395M
3 +$368M
4
DIS icon
Walt Disney
DIS
+$319M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$305M

Top Sells

1 +$1.07B
2 +$881M
3 +$791M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$738M
5
SBUX icon
Starbucks
SBUX
+$538M

Sector Composition

1 Technology 13.76%
2 Financials 11.14%
3 Healthcare 10.18%
4 Consumer Discretionary 9.01%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$329K ﹤0.01%
6,309
-5,948
3652
$329K ﹤0.01%
+5,591
3653
$328K ﹤0.01%
14,391
+3,417
3654
$328K ﹤0.01%
73,699
+26,244
3655
$327K ﹤0.01%
30,134
+2,679
3656
$327K ﹤0.01%
536
+446
3657
$326K ﹤0.01%
52,913
-65,528
3658
$326K ﹤0.01%
+18,501
3659
$322K ﹤0.01%
+16,744
3660
$322K ﹤0.01%
+14,806
3661
$322K ﹤0.01%
26,710
3662
$321K ﹤0.01%
+20,390
3663
$321K ﹤0.01%
15,252
-29,138
3664
$320K ﹤0.01%
+9,653
3665
$320K ﹤0.01%
9,867
-4,582
3666
$320K ﹤0.01%
57,041
+2
3667
$319K ﹤0.01%
13,335
-52,531
3668
$318K ﹤0.01%
5,743
+3,389
3669
$317K ﹤0.01%
+6,644
3670
$316K ﹤0.01%
+40,155
3671
$315K ﹤0.01%
+37,323
3672
$315K ﹤0.01%
+17,469
3673
$315K ﹤0.01%
7,829
+5
3674
$314K ﹤0.01%
13,891
-79,934
3675
$312K ﹤0.01%
+10,874