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
4026
$686K ﹤0.01%
10,767
-6,174
4027
$686K ﹤0.01%
24,400
-100
4028
$685K ﹤0.01%
+236,209
4029
$685K ﹤0.01%
74,120
-6,755
4030
$683K ﹤0.01%
91,620
+78,561
4031
$683K ﹤0.01%
44,779
+12,941
4032
$682K ﹤0.01%
145,471
-16,369
4033
$682K ﹤0.01%
593,248
-917,509
4034
$682K ﹤0.01%
22,373
-18,361
4035
$681K ﹤0.01%
53,249
-9,630
4036
$680K ﹤0.01%
+13,210
4037
$679K ﹤0.01%
115,407
+96,402
4038
$678K ﹤0.01%
+11,033
4039
$678K ﹤0.01%
166,060
-692,534
4040
$677K ﹤0.01%
50,885
+7,777
4041
$674K ﹤0.01%
51,197
+9,168
4042
$673K ﹤0.01%
+18,480
4043
$672K ﹤0.01%
11,100
4044
$670K ﹤0.01%
+35,692
4045
$668K ﹤0.01%
+24,185
4046
$667K ﹤0.01%
+63,741
4047
$667K ﹤0.01%
180,137
+43,910
4048
$666K ﹤0.01%
315,580
-672,541
4049
$664K ﹤0.01%
+25,000
4050
$662K ﹤0.01%
+27,369