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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4051
$11K ﹤0.01%
+981
4052
$11K ﹤0.01%
682
4053
$11K ﹤0.01%
645
+2
4054
$11K ﹤0.01%
3,223
-3,920
4055
$11K ﹤0.01%
27,895
-22
4056
$11K ﹤0.01%
29,383
-739
4057
$10K ﹤0.01%
2
4058
$10K ﹤0.01%
+28,405
4059
$9K ﹤0.01%
11
4060
$8K ﹤0.01%
11,221
4061
$7K ﹤0.01%
14,500
4062
$7K ﹤0.01%
29,811
4063
$6K ﹤0.01%
2,516
4064
$6K ﹤0.01%
23,839
+331
4065
$5K ﹤0.01%
941
-1,590
4066
$5K ﹤0.01%
209
-4
4067
$4K ﹤0.01%
10,719
4068
$3K ﹤0.01%
12,945
-31,594
4069
$2K ﹤0.01%
205,477
4070
$2K ﹤0.01%
34,640
+3,400
4071
$2K ﹤0.01%
+12,154
4072
$1K ﹤0.01%
11,390
4073
-273
4074
-42,473
4075
-36,274