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
4051
$734K ﹤0.01%
13,298
+3,321
4052
$731K ﹤0.01%
34,538
+19,513
4053
$731K ﹤0.01%
4,388
-4,499
4054
$730K ﹤0.01%
24,414
-3,476
4055
$730K ﹤0.01%
3,849
-998
4056
$730K ﹤0.01%
31,355
+9,480
4057
$728K ﹤0.01%
71,036
+1,036
4058
$727K ﹤0.01%
21,396
+15,091
4059
$725K ﹤0.01%
50,539
-58,460
4060
$724K ﹤0.01%
+72,357
4061
$723K ﹤0.01%
1,629
-5,496
4062
$722K ﹤0.01%
229
+132
4063
$721K ﹤0.01%
+7,342
4064
$721K ﹤0.01%
72,000
+3,811
4065
$720K ﹤0.01%
77,583
-25,044
4066
$720K ﹤0.01%
2,316
-210
4067
$716K ﹤0.01%
37,796
4068
$715K ﹤0.01%
47,664
-5,852
4069
$715K ﹤0.01%
2,768
+901
4070
$714K ﹤0.01%
21,029
4071
$714K ﹤0.01%
49,111
+32,800
4072
$714K ﹤0.01%
106,614
+43,689
4073
$713K ﹤0.01%
+7,261
4074
$712K ﹤0.01%
+15,029
4075
$712K ﹤0.01%
25,613
+529