Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $703B
1-Year Est. Return 28.35%
 

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
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,378
New
Increased
Reduced
Closed

Top Buys

1 +$1.84B
2 +$1.48B
3 +$1.17B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$922M
5
HPE icon
Hewlett Packard
HPE
+$834M

Top Sells

1 +$1.14B
2 +$1.13B
3 +$625M
4
UNH icon
UnitedHealth
UNH
+$584M
5
MA icon
Mastercard
MA
+$531M

Sector Composition

1 Technology 21.37%
2 Financials 11.43%
3 Consumer Discretionary 8.68%
4 Healthcare 8.68%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$825K ﹤0.01%
20,343
3902
$824K ﹤0.01%
36,145
-21,086
3903
$822K ﹤0.01%
17,957
3904
$817K ﹤0.01%
659,010
-85,874
3905
$816K ﹤0.01%
474,407
+112,511
3906
$814K ﹤0.01%
15,713
3907
$811K ﹤0.01%
102,386
+10,350
3908
$811K ﹤0.01%
+20,552
3909
$810K ﹤0.01%
+8,048
3910
$809K ﹤0.01%
119,379
-19,745
3911
$809K ﹤0.01%
70,861
-70,571
3912
$809K ﹤0.01%
45,093
+28,226
3913
$808K ﹤0.01%
48,314
-2,736
3914
$806K ﹤0.01%
49,297
-7,184
3915
$806K ﹤0.01%
94,368
-1,431
3916
$805K ﹤0.01%
4,199
+1
3917
$803K ﹤0.01%
+15,736
3918
$802K ﹤0.01%
+22,222
3919
$801K ﹤0.01%
14,286
-495
3920
$800K ﹤0.01%
313,687
-6,459
3921
$796K ﹤0.01%
165,444
-18,199
3922
$794K ﹤0.01%
567,321
-224,030
3923
$793K ﹤0.01%
74,949
-28,542
3924
$792K ﹤0.01%
28,853
+456
3925
$792K ﹤0.01%
8,375
-9,159