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
$237B
AUM Growth
-$7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,896
New
Increased
Reduced
Closed

Top Buys

1 +$717M
2 +$580M
3 +$444M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$406M
5
DIS icon
Walt Disney
DIS
+$317M

Top Sells

1 +$2.27B
2 +$1.46B
3 +$1.05B
4
AAPL icon
Apple
AAPL
+$768M
5
NVDA icon
NVIDIA
NVDA
+$530M

Sector Composition

1 Financials 10.6%
2 Technology 9.76%
3 Healthcare 9.34%
4 Energy 8.56%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$33K ﹤0.01%
10,778
-2,115
4202
$33K ﹤0.01%
18,968
-2
4203
0
4204
$33K ﹤0.01%
22,764
-39,967
4205
$33K ﹤0.01%
102,673
+81,470
4206
$32K ﹤0.01%
+51
4207
$32K ﹤0.01%
28,915
-3,843
4208
$32K ﹤0.01%
12,827
+2,098
4209
$32K ﹤0.01%
10,786
-193
4210
0
4211
$31K ﹤0.01%
1,155
+37
4212
$31K ﹤0.01%
20,128
-5,248
4213
$31K ﹤0.01%
14,238
-48
4214
0
4215
$30K ﹤0.01%
46,582
+17,034
4216
$29K ﹤0.01%
+10,139
4217
$29K ﹤0.01%
2,102
-212
4218
$29K ﹤0.01%
252
+1
4219
$29K ﹤0.01%
38
+24
4220
$29K ﹤0.01%
+70
4221
$29K ﹤0.01%
12,987
-4,400
4222
$29K ﹤0.01%
26,641
-4,977
4223
$29K ﹤0.01%
10,046
4224
$29K ﹤0.01%
12,855
-810
4225
-1