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
3951
$771K ﹤0.01%
91,999
-14,380
3952
$770K ﹤0.01%
32,281
+2,672
3953
$770K ﹤0.01%
385,044
-40,314
3954
$769K ﹤0.01%
41,117
+12,762
3955
$769K ﹤0.01%
+21,157
3956
$768K ﹤0.01%
7,120
+16
3957
$768K ﹤0.01%
+16,497
3958
$767K ﹤0.01%
17,583
-2,026
3959
$765K ﹤0.01%
99,291
-29,968
3960
$764K ﹤0.01%
19,397
+10,803
3961
$763K ﹤0.01%
73,558
3962
$763K ﹤0.01%
37,647
-1,009
3963
$761K ﹤0.01%
+14,300
3964
$759K ﹤0.01%
28,565
+4,684
3965
$758K ﹤0.01%
448,771
-174,473
3966
$758K ﹤0.01%
626,658
-43,002
3967
$758K ﹤0.01%
45,950
-13,589
3968
$758K ﹤0.01%
9,639
-968
3969
$755K ﹤0.01%
520,877
+399,223
3970
$755K ﹤0.01%
62,824
+19,758
3971
$755K ﹤0.01%
223,375
-67,877
3972
$754K ﹤0.01%
8,705
-41,260
3973
$753K ﹤0.01%
12,042
-6,110
3974
$751K ﹤0.01%
822,840
-247,696
3975
$746K ﹤0.01%
52,099
+9,298