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
4126
$646K ﹤0.01%
23,290
-610
4127
$646K ﹤0.01%
17,907
+4,425
4128
$645K ﹤0.01%
26,320
+8,498
4129
$645K ﹤0.01%
30,249
-22,536
4130
$644K ﹤0.01%
19,488
-2,758
4131
$643K ﹤0.01%
50,415
+13,251
4132
$642K ﹤0.01%
16,063
+8,987
4133
$642K ﹤0.01%
39,725
-15,601
4134
$640K ﹤0.01%
70,641
-24,545
4135
$637K ﹤0.01%
38,113
-193,548
4136
$637K ﹤0.01%
12,971
4137
$637K ﹤0.01%
+64,051
4138
$636K ﹤0.01%
48,896
+1,197
4139
$635K ﹤0.01%
63,047
-351,953
4140
$634K ﹤0.01%
+10,328
4141
$634K ﹤0.01%
65,101
+101
4142
$633K ﹤0.01%
91,182
-28,447
4143
$633K ﹤0.01%
52,721
-38,270
4144
$629K ﹤0.01%
262,271
+219,521
4145
$628K ﹤0.01%
61,832
+26,832
4146
$627K ﹤0.01%
+17,066
4147
$627K ﹤0.01%
217,085
-312,075
4148
$625K ﹤0.01%
16,183
-656,083
4149
$625K ﹤0.01%
97,850
+20,852
4150
$625K ﹤0.01%
45,722
-1,993