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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$739M
2 +$591M
3 +$455M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$394M
5
VZ icon
Verizon
VZ
+$317M

Top Sells

1 +$2.37B
2 +$1.47B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$739M
5
NVDA icon
NVIDIA
NVDA
+$604M

Sector Composition

1 Financials 10.6%
2 Technology 9.79%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$102K ﹤0.01%
1,899
-11,915
4002
$101K ﹤0.01%
27,249
-962
4003
$101K ﹤0.01%
+10,339
4004
$101K ﹤0.01%
33,758
+21,705
4005
$100K ﹤0.01%
14,545
-32,947
4006
$100K ﹤0.01%
321,118
-52,734
4007
$100K ﹤0.01%
28,372
+3,275
4008
$100K ﹤0.01%
22,396
-53,409
4009
$99K ﹤0.01%
7,066
+5,919
4010
$99K ﹤0.01%
13,125
-1,595
4011
$98K ﹤0.01%
1,164
-83
4012
$98K ﹤0.01%
14,822
-9,801
4013
$98K ﹤0.01%
25,731
-767
4014
$98K ﹤0.01%
69,529
-29,032
4015
$98K ﹤0.01%
+19,274
4016
$97K ﹤0.01%
+1,348
4017
$97K ﹤0.01%
38,086
+20,026
4018
$97K ﹤0.01%
16,370
-199
4019
$96K ﹤0.01%
25,586
+8,093
4020
$96K ﹤0.01%
18,619
-81
4021
$96K ﹤0.01%
+39,975
4022
$95K ﹤0.01%
14,630
+1,183
4023
$94K ﹤0.01%
51,173
-1,565
4024
$93K ﹤0.01%
11,344
4025
$93K ﹤0.01%
+12,661