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
3676
$255K ﹤0.01%
14,067
-1,070
3677
$255K ﹤0.01%
+25,165
3678
$251K ﹤0.01%
+11,345
3679
$251K ﹤0.01%
23,259
+10,757
3680
$251K ﹤0.01%
93,920
-187,487
3681
$250K ﹤0.01%
12,012
-588
3682
$247K ﹤0.01%
3,693
+1,129
3683
$247K ﹤0.01%
20,036
-1,347
3684
$246K ﹤0.01%
+17,841
3685
$246K ﹤0.01%
13,955
-17,770
3686
$246K ﹤0.01%
+2,567
3687
$246K ﹤0.01%
9,066
+342
3688
$244K ﹤0.01%
+9,212
3689
$244K ﹤0.01%
34,385
-5,258
3690
$244K ﹤0.01%
7,750
+800
3691
$241K ﹤0.01%
22,715
-17,471
3692
$241K ﹤0.01%
7,177
-102,207
3693
$240K ﹤0.01%
8,854
-10,628
3694
$240K ﹤0.01%
52,666
3695
$238K ﹤0.01%
+10,852
3696
$236K ﹤0.01%
75,000
-796,930
3697
$236K ﹤0.01%
+20,125
3698
$235K ﹤0.01%
+6,333
3699
$235K ﹤0.01%
1,741
-76
3700
$235K ﹤0.01%
5,680
+88