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
3801
$922K ﹤0.01%
66,068
+37,672
3802
$920K ﹤0.01%
20,375
+12,237
3803
$919K ﹤0.01%
30,076
3804
$918K ﹤0.01%
93,103
3805
$915K ﹤0.01%
+91,452
3806
$914K ﹤0.01%
24,375
-20,748
3807
$914K ﹤0.01%
20,776
-5,590
3808
$912K ﹤0.01%
41,042
-3,060
3809
$912K ﹤0.01%
223,467
+116,297
3810
$911K ﹤0.01%
15,943
+6,067
3811
$909K ﹤0.01%
122,191
-28,195
3812
$905K ﹤0.01%
696,000
+221,301
3813
$904K ﹤0.01%
26,746
3814
$904K ﹤0.01%
269,785
-147,457
3815
$904K ﹤0.01%
21,243
+14,510
3816
$904K ﹤0.01%
90,979
-9,000
3817
$902K ﹤0.01%
78,880
3818
$901K ﹤0.01%
33,586
-13,606
3819
$901K ﹤0.01%
48,263
+15,967
3820
$900K ﹤0.01%
6,511
-16,348
3821
$895K ﹤0.01%
30,000
3822
$894K ﹤0.01%
851,182
+14,082
3823
$892K ﹤0.01%
90,550
-9,000
3824
$888K ﹤0.01%
12,931
-5,573
3825
$886K ﹤0.01%
100,324
-16,857