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
$522B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,285
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.14B
3 +$923M
4
UNH icon
UnitedHealth
UNH
+$834M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$600M

Top Sells

1 +$1.36B
2 +$1.25B
3 +$1.12B
4
TRP icon
TC Energy
TRP
+$1.09B
5
AMZN icon
Amazon
AMZN
+$1.04B

Sector Composition

1 Technology 23.69%
2 Financials 10.56%
3 Consumer Discretionary 8.71%
4 Healthcare 8.16%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$262M 0.04%
206,577
-26,652
352
$260M 0.04%
2,813,508
+634,289
353
$260M 0.04%
2,035,787
+35,128
354
$259M 0.04%
920,632
-57,643
355
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3,129,604
+2,180,353
356
$254M 0.04%
3,489,733
-320,720
357
$252M 0.04%
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+415,833
358
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1,757,748
-205,225
359
$251M 0.04%
1,674,475
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360
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3,730,412
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361
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2,149,212
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362
$246M 0.04%
3,429,990
+838,501
363
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1,166,958
-115,186
364
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365
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5,403,821
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366
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6,578,711
+444,829
367
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4,461,625
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368
$243M 0.04%
7,921,382
-1,287,768
369
$242M 0.04%
17,112,680
+410,002
370
$242M 0.04%
1,477,523
-238,554
371
$241M 0.04%
6,298,763
-7,267,084
372
$241M 0.04%
3,089,623
-438,588
373
$240M 0.04%
4,558,573
+980,791
374
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6,717,128
+3,036,160
375
$240M 0.04%
5,335,320
-4,362,778