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
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$1.13M ﹤0.01%
81,401
-5,313
3752
$1.13M ﹤0.01%
31,337
+11,909
3753
$1.13M ﹤0.01%
51,540
-47
3754
$1.13M ﹤0.01%
+280,484
3755
$1.12M ﹤0.01%
11,297
+1,973
3756
$1.11M ﹤0.01%
74,921
+55,122
3757
$1.11M ﹤0.01%
89,992
+63,815
3758
$1.11M ﹤0.01%
+103,212
3759
$1.11M ﹤0.01%
+113,030
3760
$1.11M ﹤0.01%
200,982
+130,515
3761
$1.11M ﹤0.01%
31,695
-88,800
3762
$1.11M ﹤0.01%
185,328
+17,299
3763
$1.11M ﹤0.01%
+111,353
3764
$1.11M ﹤0.01%
+6,009
3765
$1.11M ﹤0.01%
36,850
+4,559
3766
$1.1M ﹤0.01%
+3,258
3767
$1.1M ﹤0.01%
102,875
-142,467
3768
$1.1M ﹤0.01%
+44,931
3769
$1.1M ﹤0.01%
57,868
+2,188
3770
$1.1M ﹤0.01%
+11,309
3771
$1.1M ﹤0.01%
+5,250
3772
$1.1M ﹤0.01%
28,449
3773
$1.09M ﹤0.01%
266,508
-519,450
3774
$1.09M ﹤0.01%
30,831
+6,533
3775
$1.09M ﹤0.01%
+112,880