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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$191K ﹤0.01%
36,454
-70,997
3777
$191K ﹤0.01%
38,045
+18,867
3778
$190K ﹤0.01%
16,006
-5,307
3779
$190K ﹤0.01%
24,657
+7,947
3780
$189K ﹤0.01%
+12,494
3781
$188K ﹤0.01%
+14,535
3782
$188K ﹤0.01%
+13,465
3783
$188K ﹤0.01%
85,384
+49,407
3784
$188K ﹤0.01%
11,545
-836
3785
$187K ﹤0.01%
11,050
+866
3786
$187K ﹤0.01%
30,048
-61,761
3787
$187K ﹤0.01%
+13,644
3788
$187K ﹤0.01%
+1,468
3789
$187K ﹤0.01%
56,792
+20,305
3790
$186K ﹤0.01%
169,120
+127,596
3791
$186K ﹤0.01%
31,392
+21,304
3792
$186K ﹤0.01%
+16,936
3793
$185K ﹤0.01%
175,945
+59,586
3794
$184K ﹤0.01%
29,278
-84
3795
$183K ﹤0.01%
+43,358
3796
$182K ﹤0.01%
+22,608
3797
$182K ﹤0.01%
42,216
-14,134
3798
$180K ﹤0.01%
13,813
-1,742
3799
$180K ﹤0.01%
49,090
+17,857
3800
$180K ﹤0.01%
+45,228