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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$264K ﹤0.01%
+13,182
3677
$263K ﹤0.01%
9,022
-406,268
3678
$263K ﹤0.01%
3,123
+300
3679
$263K ﹤0.01%
10,958
3680
$262K ﹤0.01%
3,587
-4,346
3681
$262K ﹤0.01%
48,430
-99,594
3682
$262K ﹤0.01%
100,826
+52,330
3683
$262K ﹤0.01%
21,099
3684
$261K ﹤0.01%
60,121
-1,081
3685
$260K ﹤0.01%
9,541
-40
3686
$260K ﹤0.01%
25,699
3687
$259K ﹤0.01%
+10,812
3688
$259K ﹤0.01%
3,787
-9,091
3689
$258K ﹤0.01%
18,392
+451
3690
$258K ﹤0.01%
82,451
+23,545
3691
$257K ﹤0.01%
+40,991
3692
$257K ﹤0.01%
+14,644
3693
$257K ﹤0.01%
38,842
-14,959
3694
$257K ﹤0.01%
1,150
-12,572
3695
$256K ﹤0.01%
15,088
-1,355
3696
$256K ﹤0.01%
25,438
+2,745
3697
$256K ﹤0.01%
5,249
-122
3698
$254K ﹤0.01%
+157,587
3699
$252K ﹤0.01%
+22,170
3700
$252K ﹤0.01%
+2,305