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
$295B
AUM Growth
+$21.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,407
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$403M
3 +$363M
4
DIS icon
Walt Disney
DIS
+$317M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$311M

Top Sells

1 +$1.11B
2 +$986M
3 +$858M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$752M
5
SBUX icon
Starbucks
SBUX
+$582M

Sector Composition

1 Technology 13.76%
2 Financials 11.14%
3 Healthcare 10.18%
4 Consumer Discretionary 9.01%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
-99,990
4177
-1,240,489
4178
-529,570
4179
-94,925
4180
-1,166,722
4181
-55,790
4182
-1,064,021
4183
-1,866,583
4184
-1,158,666
4185
-1,146
4186
-5,559
4187
-10,430
4188
-10,489
4189
-814
4190
-7,415
4191
-62,957
4192
-65,473
4193
-435,346
4194
-11,230
4195
-12,492
4196
-9,790
4197
-42,678
4198
-13,410
4199
-286
4200
-17,830