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
$221B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,546
New
Increased
Reduced
Closed

Top Buys

1 +$973M
2 +$913M
3 +$630M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$601M
5
BNFT
Benefitfocus, Inc.
BNFT
+$555M

Top Sells

1 +$1.1B
2 +$653M
3 +$528M
4
PXD
Pioneer Natural Resource Co.
PXD
+$346M
5
LOW icon
Lowe's Companies
LOW
+$278M

Sector Composition

1 Financials 11.5%
2 Technology 9.83%
3 Energy 9.82%
4 Healthcare 8.32%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$148K ﹤0.01%
20,500
-18,498
3902
$148K ﹤0.01%
+30,637
3903
$147K ﹤0.01%
32,441
-13,083
3904
$146K ﹤0.01%
14,586
+51
3905
$145K ﹤0.01%
19,863
-40,346
3906
$145K ﹤0.01%
19,841
+10
3907
$144K ﹤0.01%
+10,568
3908
$143K ﹤0.01%
2,361
-27,821
3909
$143K ﹤0.01%
6
-2
3910
$142K ﹤0.01%
110
-98
3911
$142K ﹤0.01%
10,720
-460
3912
$142K ﹤0.01%
11,900
+1,500
3913
$141K ﹤0.01%
+11,593
3914
$140K ﹤0.01%
61
+31
3915
$140K ﹤0.01%
546
+121
3916
$140K ﹤0.01%
35,122
+4,815
3917
$139K ﹤0.01%
17,049
+389
3918
$139K ﹤0.01%
7,103
-104,397
3919
$139K ﹤0.01%
6,848
-2,087
3920
$139K ﹤0.01%
19,484
-12,425
3921
$139K ﹤0.01%
44,568
+13,688
3922
$138K ﹤0.01%
52,319
+2,908
3923
$137K ﹤0.01%
3,309
+975
3924
$137K ﹤0.01%
12,224
-2,869
3925
$137K ﹤0.01%
3,649
+3,505