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
3976
$817K ﹤0.01%
+81,748
3977
$816K ﹤0.01%
59,468
+5,743
3978
$815K ﹤0.01%
24,734
+5,629
3979
$813K ﹤0.01%
44,919
+34,011
3980
$811K ﹤0.01%
8,670
3981
$810K ﹤0.01%
41,554
-435
3982
$809K ﹤0.01%
39,677
-35,000
3983
$809K ﹤0.01%
34,420
+5,036
3984
$809K ﹤0.01%
120,291
-2,500
3985
$808K ﹤0.01%
+80,999
3986
$808K ﹤0.01%
80,000
-190,000
3987
$807K ﹤0.01%
+81,195
3988
$806K ﹤0.01%
24,799
-15,056
3989
$804K ﹤0.01%
58,227
+25,629
3990
$803K ﹤0.01%
+83,454
3991
$802K ﹤0.01%
25,395
+1,461
3992
$800K ﹤0.01%
11,125
-1,288
3993
$798K ﹤0.01%
7,362
-51,907
3994
$798K ﹤0.01%
18,133
+4,787
3995
$797K ﹤0.01%
67,367
+1,073
3996
$796K ﹤0.01%
137,310
-5,184
3997
$796K ﹤0.01%
15,044
+6,707
3998
$796K ﹤0.01%
10,949
+146
3999
$796K ﹤0.01%
16,972
-7,131
4000
$796K ﹤0.01%
41,012
+39,319