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
4101
$683K ﹤0.01%
238,775
+162,688
4102
$682K ﹤0.01%
168,819
+131,328
4103
$678K ﹤0.01%
+70,420
4104
0
4105
$672K ﹤0.01%
49,578
+35,099
4106
$672K ﹤0.01%
11,168
4107
$672K ﹤0.01%
8,946
-26,891
4108
$670K ﹤0.01%
18,510
-500
4109
$665K ﹤0.01%
+66,000
4110
$662K ﹤0.01%
32,659
-7,328
4111
$662K ﹤0.01%
+39,082
4112
$661K ﹤0.01%
375,396
+106,723
4113
$660K ﹤0.01%
50,000
+4,000
4114
$657K ﹤0.01%
+36,890
4115
$657K ﹤0.01%
13,303
-530
4116
$655K ﹤0.01%
33,150
-49,946
4117
$654K ﹤0.01%
30,000
4118
$654K ﹤0.01%
18,182
+12,004
4119
$654K ﹤0.01%
22,211
+11,298
4120
$654K ﹤0.01%
+68,476
4121
$653K ﹤0.01%
7,682
-27,318
4122
$650K ﹤0.01%
29,262
+13,422
4123
$648K ﹤0.01%
+65,000
4124
$647K ﹤0.01%
48,823
+25,105
4125
$647K ﹤0.01%
+44,607