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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$126K ﹤0.01%
+11,063
3877
$126K ﹤0.01%
35,538
+7,297
3878
$126K ﹤0.01%
13,824
-200
3879
$125K ﹤0.01%
+14,492
3880
$125K ﹤0.01%
+10,887
3881
$124K ﹤0.01%
505
+206
3882
$124K ﹤0.01%
16,800
-8,300
3883
$122K ﹤0.01%
+13,984
3884
$121K ﹤0.01%
10,905
-10,545
3885
$120K ﹤0.01%
23,499
3886
$120K ﹤0.01%
1,845
-1,772
3887
$118K ﹤0.01%
13,879
-11,112
3888
$118K ﹤0.01%
+476
3889
$117K ﹤0.01%
+15,567
3890
$116K ﹤0.01%
+394
3891
$116K ﹤0.01%
+11,904
3892
$115K ﹤0.01%
18,409
-31,249
3893
$115K ﹤0.01%
27,467
-3,147
3894
$115K ﹤0.01%
25,287
+3,451
3895
$114K ﹤0.01%
21,271
-56,504
3896
$114K ﹤0.01%
41,703
-125,164
3897
$113K ﹤0.01%
370
-612
3898
$113K ﹤0.01%
+17,583
3899
$112K ﹤0.01%
16,777
-142,682
3900
$112K ﹤0.01%
27,743
+17,488