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 13.78%
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
-1,240,489
4177
-529,570
4178
-394,700
4179
-35,518
4180
-1,470,992
4181
-846,876
4182
-25,849
4183
-25,697
4184
-5,559
4185
-10,430
4186
-15,420
4187
-18,323
4188
-16,000
4189
-10,489
4190
-814
4191
-7,415
4192
-62,957
4193
-39,642
4194
-7,953
4195
-13,061
4196
-3,369
4197
-1,576
4198
-45,459
4199
-16,122
4200
0