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
3701
$234K ﹤0.01%
8,082
-28,905
3702
$234K ﹤0.01%
16,409
-42,338
3703
$233K ﹤0.01%
59,794
+13,729
3704
$233K ﹤0.01%
+5,921
3705
$233K ﹤0.01%
8,959
-8,804
3706
$232K ﹤0.01%
12,342
-19,827
3707
$232K ﹤0.01%
7,422
-16,017
3708
$232K ﹤0.01%
+8,243
3709
$232K ﹤0.01%
36,663
-12,497
3710
$231K ﹤0.01%
28,678
+7,651
3711
$230K ﹤0.01%
+5,689
3712
$230K ﹤0.01%
5,852
-2,413
3713
$230K ﹤0.01%
229,837
-786,082
3714
$230K ﹤0.01%
+17,227
3715
$228K ﹤0.01%
103,386
+21,853
3716
$227K ﹤0.01%
21,288
-1,547
3717
$226K ﹤0.01%
+5,987
3718
$226K ﹤0.01%
+47,068
3719
$225K ﹤0.01%
4,680
-11,479
3720
$225K ﹤0.01%
12,001
+1,259
3721
$224K ﹤0.01%
4,952
-1,028
3722
$224K ﹤0.01%
12,945
-4,410
3723
$223K ﹤0.01%
+30,018
3724
$223K ﹤0.01%
40,058
-10,114
3725
$222K ﹤0.01%
29,559
-63,689