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
4226
$545K ﹤0.01%
+54,740
4227
$544K ﹤0.01%
164,314
+46,566
4228
$543K ﹤0.01%
47,542
+1,109
4229
$543K ﹤0.01%
361,879
+270,737
4230
$542K ﹤0.01%
12,486
-62,492
4231
$542K ﹤0.01%
1,070
+1,029
4232
$541K ﹤0.01%
21,467
4233
$541K ﹤0.01%
18,480
-24,051
4234
$540K ﹤0.01%
+54,762
4235
$539K ﹤0.01%
44,918
-52,521
4236
$537K ﹤0.01%
15,215
-20,640
4237
$536K ﹤0.01%
51,098
+3,347
4238
$536K ﹤0.01%
86,862
-710,546
4239
$535K ﹤0.01%
+1,315
4240
$534K ﹤0.01%
23,876
+1,918
4241
$533K ﹤0.01%
+4,477
4242
$531K ﹤0.01%
+17,654
4243
$531K ﹤0.01%
8,212
4244
$531K ﹤0.01%
38,235
+11,727
4245
$531K ﹤0.01%
59,676
-4,724
4246
$530K ﹤0.01%
1,319
-2,014
4247
$529K ﹤0.01%
+25,032
4248
$529K ﹤0.01%
+9,799
4249
$529K ﹤0.01%
+54,654
4250
$527K ﹤0.01%
5,792
-20,416