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
$295B
AUM Growth
+$21.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,407
New
Increased
Reduced
Closed

Top Buys

1 +$597M
2 +$395M
3 +$368M
4
DIS icon
Walt Disney
DIS
+$319M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$305M

Top Sells

1 +$1.07B
2 +$881M
3 +$791M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$738M
5
SBUX icon
Starbucks
SBUX
+$538M

Sector Composition

1 Technology 13.76%
2 Financials 11.14%
3 Healthcare 10.18%
4 Consumer Discretionary 9.01%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4026
$50K ﹤0.01%
250,000
4027
$47K ﹤0.01%
39
-6
4028
$47K ﹤0.01%
26,638
-24,183
4029
$47K ﹤0.01%
122,980
4030
$45K ﹤0.01%
11,993
-68,254
4031
$45K ﹤0.01%
33,333
4032
$44K ﹤0.01%
13,779
+3,031
4033
$43K ﹤0.01%
43,540
-40,819
4034
$43K ﹤0.01%
13,872
+25
4035
$42K ﹤0.01%
23,519
+7,889
4036
$42K ﹤0.01%
1,512
-1,347
4037
$41K ﹤0.01%
114,850
-17,088
4038
$40K ﹤0.01%
62,500
4039
$39K ﹤0.01%
11,771
-2,779
4040
$39K ﹤0.01%
21,124
+4,960
4041
$36K ﹤0.01%
15,727
-4,008
4042
$36K ﹤0.01%
+63
4043
$35K ﹤0.01%
+11,993
4044
$35K ﹤0.01%
128,200
4045
$35K ﹤0.01%
50,000
4046
$34K ﹤0.01%
+15,818
4047
$32K ﹤0.01%
2,095
4048
$31K ﹤0.01%
44,022
+2,024
4049
$29K ﹤0.01%
734
-458
4050
$29K ﹤0.01%
1,585
+529