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
$341B
AUM Growth
+$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,491
New
Increased
Reduced
Closed

Top Buys

1 +$817M
2 +$776M
3 +$730M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$591M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$475M

Top Sells

1 +$2.63B
2 +$1.09B
3 +$1.06B
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$471M
5
WFC icon
Wells Fargo
WFC
+$340M

Sector Composition

1 Technology 14.11%
2 Financials 12.3%
3 Healthcare 10.33%
4 Consumer Discretionary 9.45%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$195M 0.05%
2,698,109
-256,865
402
$195M 0.05%
1,224,214
-125,426
403
$194M 0.05%
2,364,906
+112,066
404
$194M 0.05%
2,354,246
-805,116
405
$194M 0.05%
3,155,262
-356,387
406
$194M 0.05%
4,899,592
+777,708
407
$194M 0.05%
1,298,786
-22,792
408
$193M 0.05%
13,048,514
+2,298,973
409
$191M 0.05%
2,064,619
+787,036
410
$191M 0.05%
6,197,292
+580,578
411
$191M 0.05%
13,999,444
-2,226,316
412
$191M 0.05%
1,737,011
+1,064,388
413
$191M 0.05%
4,717,688
-61,322
414
$189M 0.05%
4,418,123
-409,942
415
$189M 0.05%
4,272,162
-1,522,092
416
$189M 0.05%
3,458,604
-168,460
417
$188M 0.05%
1,252,751
-58,703
418
$187M 0.05%
10,678,080
-1,566,456
419
$187M 0.05%
7,809,340
+1,627,376
420
$187M 0.05%
4,307,676
-2,155,002
421
$186M 0.05%
3,475,894
+489,644
422
$186M 0.05%
3,481,747
+8,800
423
$186M 0.05%
9,854,353
+2,194,279
424
$185M 0.05%
3,114,854
+108,401
425
$185M 0.05%
6,424,332
+337,807