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
3726
$239K ﹤0.01%
36,413
-39,434
3727
$239K ﹤0.01%
90
-48
3728
$237K ﹤0.01%
17,513
3729
$236K ﹤0.01%
14,000
-3,157
3730
$236K ﹤0.01%
13,061
-2,267
3731
$236K ﹤0.01%
29,328
+230
3732
$235K ﹤0.01%
13,542
-30,376
3733
$235K ﹤0.01%
40,773
-30,219
3734
$234K ﹤0.01%
24,495
+2,040
3735
$234K ﹤0.01%
11,434
-29,679
3736
$234K ﹤0.01%
+14,656
3737
$233K ﹤0.01%
91,514
+11,707
3738
$233K ﹤0.01%
51,144
+7,547
3739
$233K ﹤0.01%
8,315
-3,615
3740
$233K ﹤0.01%
31,197
-2,723
3741
$232K ﹤0.01%
15,801
+12,889
3742
$232K ﹤0.01%
+16,924
3743
$231K ﹤0.01%
+112
3744
$231K ﹤0.01%
+2,617
3745
$230K ﹤0.01%
8,340
-7,846
3746
$230K ﹤0.01%
16,302
-26,696
3747
$229K ﹤0.01%
+20,038
3748
$229K ﹤0.01%
1,412
-2,214
3749
$229K ﹤0.01%
+74,501
3750
$228K ﹤0.01%
29,273
-14,023