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
$190B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,436
New
Increased
Reduced
Closed

Top Buys

1 +$818M
2 +$727M
3 +$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$369M
5
MSFT icon
Microsoft
MSFT
+$362M

Top Sells

1 +$1.54B
2 +$1.11B
3 +$644M
4
NTAP icon
NetApp
NTAP
+$622M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$584M

Sector Composition

1 Financials 12.04%
2 Energy 10.45%
3 Technology 9.87%
4 Healthcare 8.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
-10,475
4077
-20,775
4078
-7,340
4079
-10,569
4080
-9,126
4081
-250,012
4082
-71,338
4083
-849
4084
-12,788
4085
-1,340
4086
-8,480
4087
-12,678
4088
-63,860
4089
-14,497
4090
-17,570
4091
-13,852
4092
-11,132
4093
-18,414
4094
-17,702
4095
-188,079
4096
-483,680
4097
-19,520
4098
-14,848
4099
-2,001,871
4100
-29,402