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
3826
$165K ﹤0.01%
7,307
+5,407
3827
$165K ﹤0.01%
98,186
+3,359
3828
$165K ﹤0.01%
463,580
-1,177,905
3829
$165K ﹤0.01%
+484
3830
$165K ﹤0.01%
6,349
-13,992
3831
$165K ﹤0.01%
16,080
+871
3832
$164K ﹤0.01%
64,591
-14,508
3833
$164K ﹤0.01%
46,855
-99,315
3834
$163K ﹤0.01%
+11,619
3835
$163K ﹤0.01%
9,425
+7,269
3836
$162K ﹤0.01%
55,756
+16,129
3837
$162K ﹤0.01%
18,551
-391,990
3838
$161K ﹤0.01%
521
-1,849
3839
$160K ﹤0.01%
+19,574
3840
$160K ﹤0.01%
30,242
-61,494
3841
$159K ﹤0.01%
1,994
-527
3842
$159K ﹤0.01%
16,675
-2,434
3843
$159K ﹤0.01%
25,227
+10,713
3844
$158K ﹤0.01%
16,614
-1,758
3845
$157K ﹤0.01%
11,010
-15,633
3846
$157K ﹤0.01%
20,880
-60,734
3847
$157K ﹤0.01%
14,275
-49,051
3848
$156K ﹤0.01%
1,578
+737
3849
$155K ﹤0.01%
6,243
+4,658
3850
$154K ﹤0.01%
30,451