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
3826
$1.01M ﹤0.01%
100,000
3827
$1.01M ﹤0.01%
272,679
+108,023
3828
$1.01M ﹤0.01%
96,854
-47,789
3829
$1.01M ﹤0.01%
138,167
+64,777
3830
$1.01M ﹤0.01%
+17,583
3831
$1.01M ﹤0.01%
19,838
-85,162
3832
$1.01M ﹤0.01%
10,000
+3,000
3833
$1.01M ﹤0.01%
74,826
+32,033
3834
$1.01M ﹤0.01%
+100,002
3835
$1.01M ﹤0.01%
+84,597
3836
$1.01M ﹤0.01%
31,355
+27,102
3837
$1.01M ﹤0.01%
100,000
-66,833
3838
0
3839
$1M ﹤0.01%
+100,698
3840
$1M ﹤0.01%
33,081
-17,546
3841
$998K ﹤0.01%
11,620
3842
$997K ﹤0.01%
105,420
-212,361
3843
$997K ﹤0.01%
+100,949
3844
$997K ﹤0.01%
+24,553
3845
$996K ﹤0.01%
+99,795
3846
$996K ﹤0.01%
49,661
+7,967
3847
$996K ﹤0.01%
+100,000
3848
$996K ﹤0.01%
+100,000
3849
$993K ﹤0.01%
61,473
-7,743
3850
$992K ﹤0.01%
68,258
+4,028