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
3801
$1.06M ﹤0.01%
26,938
-31,515
3802
$1.06M ﹤0.01%
31,061
+13,449
3803
$1.06M ﹤0.01%
25,757
-4,995
3804
$1.06M ﹤0.01%
+37,844
3805
$1.06M ﹤0.01%
+255
3806
$1.05M ﹤0.01%
334,990
+202,212
3807
$1.04M ﹤0.01%
92,037
+1,706
3808
$1.04M ﹤0.01%
+5,268
3809
$1.04M ﹤0.01%
+104,251
3810
$1.04M ﹤0.01%
29,261
3811
$1.03M ﹤0.01%
38,337
+18,405
3812
$1.03M ﹤0.01%
51,798
+31,096
3813
$1.03M ﹤0.01%
+32,324
3814
$1.03M ﹤0.01%
24,008
+14,635
3815
$1.03M ﹤0.01%
+21,673
3816
$1.03M ﹤0.01%
102,737
-235,263
3817
$1.03M ﹤0.01%
+103,300
3818
$1.02M ﹤0.01%
70,729
-21,758
3819
$1.02M ﹤0.01%
53,325
-164,270
3820
$1.02M ﹤0.01%
23,185
+2,544
3821
$1.02M ﹤0.01%
11,330
-102
3822
$1.02M ﹤0.01%
10,190
+7,465
3823
$1.02M ﹤0.01%
12,682
3824
$1.02M ﹤0.01%
+38,316
3825
$1.02M ﹤0.01%
+100,000