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
4351
$461K ﹤0.01%
45,332
-154,668
4352
$460K ﹤0.01%
14,499
-9,000
4353
$460K ﹤0.01%
+19,095
4354
$457K ﹤0.01%
44,396
+16,956
4355
$457K ﹤0.01%
13,820
+4,935
4356
$457K ﹤0.01%
65,975
-37,231
4357
$456K ﹤0.01%
27,969
-1,510
4358
$455K ﹤0.01%
71,809
+44,308
4359
$455K ﹤0.01%
6,147
-6,160
4360
$454K ﹤0.01%
193,975
+150,055
4361
$453K ﹤0.01%
44,896
+8,371
4362
$453K ﹤0.01%
+78,560
4363
$452K ﹤0.01%
62,423
+22,867
4364
$448K ﹤0.01%
+29,251
4365
$446K ﹤0.01%
42,611
+21,503
4366
$444K ﹤0.01%
+56,521
4367
$443K ﹤0.01%
55,911
+14,105
4368
$442K ﹤0.01%
14,312
-21,259
4369
$442K ﹤0.01%
+11,380
4370
$441K ﹤0.01%
8,252
+4,580
4371
$441K ﹤0.01%
16,797
+4,796
4372
$441K ﹤0.01%
+32,670
4373
$440K ﹤0.01%
+1
4374
$439K ﹤0.01%
4,620
4375
$439K ﹤0.01%
1,511
-1,181