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
$342B
AUM Growth
-$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,007
New
Increased
Reduced
Closed

Top Buys

1 +$2.06B
2 +$1.87B
3 +$1.03B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$747M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$730M

Top Sells

1 +$930M
2 +$598M
3 +$524M
4
TSM icon
TSMC
TSM
+$363M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$357M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.92%
3 Financials 10.43%
4 Consumer Discretionary 9.12%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$1.02M ﹤0.01%
+31,961
3727
$1.02M ﹤0.01%
44,688
-17,095
3728
$1.02M ﹤0.01%
50,007
+2
3729
$1.02M ﹤0.01%
48,932
-9,041
3730
$1.01M ﹤0.01%
36,900
-18,593
3731
$1.01M ﹤0.01%
122,638
+107,642
3732
$1.01M ﹤0.01%
23,207
-1,262
3733
$1.01M ﹤0.01%
225,323
-116,388
3734
$1.01M ﹤0.01%
42,092
-69,403
3735
$1.01M ﹤0.01%
44,310
+29,285
3736
$1.01M ﹤0.01%
22,599
-11,873
3737
$1.01M ﹤0.01%
+38,081
3738
$1M ﹤0.01%
188,307
-996,277
3739
$1M ﹤0.01%
99,616
3740
$1M ﹤0.01%
35,110
3741
$995K ﹤0.01%
549,703
+129,604
3742
$994K ﹤0.01%
274,586
+194,191
3743
$994K ﹤0.01%
100,100
-9,900
3744
$994K ﹤0.01%
100,000
3745
$993K ﹤0.01%
99,999
-266,895
3746
$993K ﹤0.01%
100,000
3747
$991K ﹤0.01%
195,553
+42,130
3748
$991K ﹤0.01%
+100,000
3749
$990K ﹤0.01%
243,305
+65,372
3750
$987K ﹤0.01%
100,021
-202,608