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
$619B
AUM Growth
+$91.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,513
New
Increased
Reduced
Closed

Top Buys

1 +$5.04B
2 +$2.69B
3 +$2.06B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.46B
5
META icon
Meta Platforms (Facebook)
META
+$1.36B

Top Sells

1 +$667M
2 +$649M
3 +$483M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$473M
5
WMT icon
Walmart Inc
WMT
+$464M

Sector Composition

1 Technology 24.17%
2 Financials 11.44%
3 Consumer Discretionary 9.21%
4 Healthcare 7.49%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$624K ﹤0.01%
99,815
-25,194
4102
$624K ﹤0.01%
430,070
+259,721
4103
$622K ﹤0.01%
253,028
+239,849
4104
$621K ﹤0.01%
163,088
+129,292
4105
$621K ﹤0.01%
28,001
-8,260
4106
$621K ﹤0.01%
+16,974
4107
$621K ﹤0.01%
36,634
-109,018
4108
$620K ﹤0.01%
14,620
-12,316
4109
$620K ﹤0.01%
155,008
-78,553
4110
$618K ﹤0.01%
+44,547
4111
$618K ﹤0.01%
37,559
-55,706
4112
$614K ﹤0.01%
4,237
+2,150
4113
$613K ﹤0.01%
378,434
-28,930
4114
$612K ﹤0.01%
+25,000
4115
$611K ﹤0.01%
+25,000
4116
$611K ﹤0.01%
+19,146
4117
$610K ﹤0.01%
173,353
-71,897
4118
$610K ﹤0.01%
44,235
+1,315
4119
$609K ﹤0.01%
60,105
4120
$606K ﹤0.01%
220,288
+102,237
4121
$602K ﹤0.01%
+13,468
4122
$602K ﹤0.01%
+11,066
4123
$602K ﹤0.01%
21,820
-19,693
4124
$601K ﹤0.01%
484,741
-1,379,742
4125
$600K ﹤0.01%
+11,671