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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$64K ﹤0.01%
29,366
-141,478
4102
$64K ﹤0.01%
18,962
-158,300
4103
$63K ﹤0.01%
10,997
+2
4104
$63K ﹤0.01%
6,825
-34,994
4105
$63K ﹤0.01%
89,574
-132,040
4106
$63K ﹤0.01%
983
-4,377
4107
$63K ﹤0.01%
34,273
+2,089
4108
$63K ﹤0.01%
13,900
+3,844
4109
$62K ﹤0.01%
113,456
+35,842
4110
$61K ﹤0.01%
35,966
-137,958
4111
$61K ﹤0.01%
19,388
-1,998
4112
$61K ﹤0.01%
13,259
-6,380
4113
$61K ﹤0.01%
32,077
-810
4114
$61K ﹤0.01%
2,448
+389
4115
$61K ﹤0.01%
47,899
+14,299
4116
$61K ﹤0.01%
18,208
+1,006
4117
$60K ﹤0.01%
10,470
+2,483
4118
$60K ﹤0.01%
4,595
-8,996
4119
$60K ﹤0.01%
793
-36
4120
$60K ﹤0.01%
+15,182
4121
$59K ﹤0.01%
+13,844
4122
$59K ﹤0.01%
538,950
-54,917
4123
$58K ﹤0.01%
25,476
-7,462
4124
$58K ﹤0.01%
+1,183
4125
$58K ﹤0.01%
64
-184