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
4251
-2,070
4252
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4253
-10,029
4254
-4,710
4255
-25,924
4256
-24,097
4257
-13,252
4258
-25,697
4259
-50,000
4260
-9,970
4261
-88,473
4262
-21,560
4263
-63,513
4264
-3,714
4265
-10,432
4266
-28,287
4267
-10,135
4268
-14,989
4269
-12,041
4270
-50,792
4271
-13,372
4272
-21,652
4273
-166,328
4274
-20,425
4275
-9,843