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
3701
$289K ﹤0.01%
641,568
+19,320
3702
$288K ﹤0.01%
+7,476
3703
$288K ﹤0.01%
188,190
+79,569
3704
$287K ﹤0.01%
36,114
+7,380
3705
$286K ﹤0.01%
+4,288
3706
$284K ﹤0.01%
18,325
+7,168
3707
$284K ﹤0.01%
+32,445
3708
$284K ﹤0.01%
70,717
+37,318
3709
$283K ﹤0.01%
2,191
-23
3710
$283K ﹤0.01%
83,334
3711
$283K ﹤0.01%
44,005
-22,015
3712
$280K ﹤0.01%
58,397
-26,080
3713
$279K ﹤0.01%
+21,600
3714
$278K ﹤0.01%
40,160
+19,265
3715
$278K ﹤0.01%
+2,936
3716
$276K ﹤0.01%
+3,468
3717
$276K ﹤0.01%
+19,535
3718
$276K ﹤0.01%
37,449
+15,523
3719
$275K ﹤0.01%
+9,437
3720
$275K ﹤0.01%
+8,603
3721
$275K ﹤0.01%
+300
3722
$274K ﹤0.01%
+18,048
3723
$274K ﹤0.01%
8,720
+2,026
3724
$273K ﹤0.01%
13,664
+4,338
3725
$273K ﹤0.01%
8,027
-4,226